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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