Estimator availability and a Requires Deposit tab
See estimator availability when booking estimates, reschedule or reassign them from the Opportunity page, and track unpaid deposits on a new tab.
v2.307.0
New4
- NewSales
Estimator availability when booking#
See each estimator's week when booking an estimate. If they are busy, the app suggests the next open time instead of the end of the day.
- NewDispatch
Requires Deposit tab#
A Requires Deposit view lists jobs still waiting on a deposit, with badges on assignments and payments and a warning as the move date gets close.
- NewSales
MoveBuddy leads become one opportunity#
MoveBuddy emails are recognized, offers get a reply, and each lead becomes a single opportunity with its emails attached. Settings show the connection's health.
Phone, email and residence type placeholders. Estimate, contract, waiver and notification templates can include the customer's phone and email, plus the residence type at pickup and drop-off. Sales
Improved1
- ImprovedSales
Reschedule an estimate or change the estimator#
Change an estimate's time or its estimator from the Opportunity page. The sales feed and notifications update to match.
Fixed4
Calls link to customers added after the call. A call that came in before you created the customer now attaches to that customer, so their history is complete. Inbox
Estimates keep their rate type. Hourly estimates stay hourly after sending or after the customer picks e-transfer for the deposit. If a move has no drop-off address, you get a warning before sending. Sales
Inventory photos work in more formats. Inventory photo analysis accepts iPhone and newer Android photo formats. If a photo cannot be read, you see an error instead of an empty result. Sales