Percentage deposits and mentorship sales targets

New4

• NewSales

  Set deposits as a percentage of the estimate#

  Set the deposit as a percentage of the estimate instead of a fixed amount, and change it for a single opportunity when needed.

• NewFinance

  Mentorship sales targets#

  Split a sales target between a trainee and a mentor, each with their own bonus. Target and commission views show both shares.

• NewFinance

  Pay for storage outside Stripe#

  Activate a storage booking with a payment method you record yourself, instead of a Stripe card payment.

• Direct links to storage bookings. Open or share a link that goes straight to a storage booking, without searching for it. Sales

Improved2

• Sales Coaching on the Add-ons page. Sales Coaching is listed on the Add-ons page in Company settings with your other add-ons. Company settings

• Supervisor crew chats stay pinned. A supervisor sees the chats for jobs they are on pinned to the top in every view, not only Today and Tomorrow. Crew app

Fixed6

• Confirm before cancelling an estimate request. Cancelling an estimate request asks you to confirm first, on desktop and mobile. Sales

• Lead follow-up reaches returning customers. Returning customers matched by phone number get the lead follow-up email for their new inquiry. Sales

• Payment reminders include tax. Invoices sent with payment reminders include the location taxes, so the total matches what you charge. Finance

• Smoother updates and mobile menus. The app finishes updating to a new version instead of reloading again and again. On phones, the Company settings menu shows its sections and photo tags scroll by touch. Everywhere

• TV dashboard reconnects on its own. A TV dashboard left on for days reconnects after its sign-in expires, so it keeps updating. Reports

• Open a move from a partner profile. Opening a move from a partner profile works again. Sales