Deposits tab, waiver photos and a live Inbox
Payments gets a Deposits tab, waivers can include photos already on the job, and the Inbox shows new replies without a refresh.
v2.211.0
New3
- NewFinance
Deposits tab in Payments#
A new Deposits tab in Payments lists deposits that aren't tied to a closed move yet, so you can track them on their own.
- NewSales
Add existing photos to a waiver#
Pull photos already on the job into a waiver so they become part of the signed document.
Credit partners in commission milestones. A partner toggle in the commission milestone settings lets partners count toward milestone-based commissions. Finance
Improved5
Resend a waiver any time. Send a waiver again by email or text as often as needed. The unused mover files section is gone from the waiver template form. Sales
Inbox shows the full date and time. Inbox messages show the full date and time next to relative times, with exact times on hover. Inbox
Let crews skip optional upload steps. Mark a file upload step as skippable. When a crew skips it, the step collapses and is marked as skipped. Admin
Daily Reports expand inline. Expand a salesperson's metrics right under their row in Daily Reports, and activity from non-sales staff is credited too. Reports
Schedule highlights the selected day. The three-week schedule highlights the day you selected in the calendar. Dispatch
Fixed2
Inbox shows new replies live. New text and email replies appear in the Inbox without a refresh, and each sent email is logged once in the activity history. Inbox
Booking emails from past customers become leads. A new booking request emailed by an existing customer is recognized as a sales inquiry and becomes a lead. Sales
