Claims, payment plans and truck checklists

New9

• NewFinance

  Payment plans for overdue balances#

  Split a customer's overdue balance into a set number of card payments, with fees added so you receive the full amount. You can write off part of the balance or cancel a plan.

• NewFinance

  Payroll deductions from claim strikes#

  Turn on automatic strike deductions for chosen employee types. Payroll shows each deduction, which you can edit or zero out, and paystubs show it too.

• NewMarketing

  Full-quote form saves progress#

  Customers can start a quote on one device and finish it on their phone, get a best-fit truck suggestion, and add or reorder stops. Your team sees quote activity on the opportunity.

• NewYard

  Custom truck checklists#

  Write checklists, assign them to a truck, tag or group, and set how often they are due. Crews tick items, add photos and submit notes.

• Weather for pickup and drop-off. Estimates show the forecast for both the pickup and drop-off addresses, with more detail as the move date gets closer. Sales

• Copy a payment link. Copy a payment link to share it any way you like, instead of only sending it by email or text. Finance

• See when team members were added. Team Members shows the date each person was added. Admin

• Storage placeholder for templates. Contracts, estimates, waivers and invoices can show storage details automatically, with fallback text when no storage is booked. Sales

Improved2

• ImprovedSales

  Estimates explain their numbers#

  Estimates include a time breakdown and an explanation, check the inventory, and compare against similar past moves. The Estimate Accuracy report shows how close estimates came.

• Yard lists sorted like dispatch. Stock location pickers list containers first, truck lists follow truck group priority, and supplies link to stock items so job close costs them. Yard

Fixed5

• Purchase orders show prices and receiving. Purchase orders show prices and receiving progress, and the file chooser has a clear upload button. Yard

• Self-estimates keep move details. Self-estimates save the customer's access details and drop-off, and add them to office notes. Sales

• Leads from lead providers reach the CRM. Leads from lead-provider emails reach the CRM even when reading the email fails at first. Sales

• Coaching credits used only for finished analyses. A coaching credit is used only when the analysis completes. Summary stats stay complete, and drill-downs mark which deals are locked. Sales

• Payment methods match the location. The payment screen lists only the payment methods for the selected location. Finance