Automated messages in Conversations

New2

• NewInbox

  See automated emails and texts in Conversations#

  Emails and texts MovePlnr sends for you show in Conversations next to your team's messages, marked with an Automated badge.

• NewSales

  Storage gets its own step on the opportunity#

  Add Storage is its own section on the opportunity page, and a saved storage booking shows there as a card.

Improved3

• ImprovedSales

  Set signature reminders per contract template#

  Turn contract signature reminders on or off and set their timing for each contract template.

• Crew assignment is easier to scan. The crew assignment card shows full names, roles and traits in a clean grid. The Assign Operator window lists matching crew first, tucks off-duty crew behind Show more and marks approved picks in green. Dispatch

• Waiver steps are easier to set up. Creating a waiver step matches its preview and test flow, and a new toggle controls where the waiver is routed. Sales

Fixed7

• FixedReports

  Sales reports agree with each other#

  Source of Sale, Sales Performance and the attribution reports use the same date, source and revenue rules, so their totals match.

• Monthly report tax amounts match. The per-rate tax amounts on the monthly report match the tax actually collected, and you can click an amount to see the moves behind it. Reports

• Booking goes through without a refresh. The booking form continues once the required fields are filled, and revoking a deposit during booking works without an error. Sales

• Move a job to a different truck. Assigning a job to a different truck from the opportunity page works again. Dispatch

• Screens update live again. Pages refresh on their own again when new activity comes in. Everywhere

• Review Collection opens again. Review Collection opens from the sales dashboard again. Marketing

• Operators view fits a phone. The operators view displays properly on a phone screen. Admin