A Marketing module for forms, ads and reviews

New3

• NewMarketing

  Marketing module#

  Embed forms, ads, attribution and reviews live together in a Marketing module for Marketing Managers and admins.

• NewSales

  Compare crew options by cost#

  Estimates suggest other crew setups ranked by cost and let you switch with one click. The breakdown notes when travel is included.

• See how your web forms convert. The Marketing module shows how many visitors load each embed form, submit it, or get turned away. Marketing

Improved5

• Filter and sort Team Member Hours. Filter Team Member Hours by location and status, and sort by any main column. Admin

• Easier claims filtering. Filter claims by location, status, search and date. The page tells you when filters are hiding results. Claims

• Self-serve estimates update the move. Move date and drop-off stops entered on a self-serve estimate save to the move, in the move's time zone. Sales

• Sort referred moves and open breakdowns in a new tab. Sort a partner's referred moves by date, value or commission. Sales Coaching lists newest first, and the estimate breakdown opens in a new tab. Sales

• Revoked payments void in QuickBooks. Revoking a move payment also voids the matching QuickBooks document. Finance

Fixed2

• Partner sign-in help. Partners see the real reason a sign-in fails and can reset a forgotten password. Partner portal

• Estimates keep services and correct elevator times. Services added to a move carry into the estimate when a discount is present, elevator warnings use the move's time zone, and estimates keep working if an AI step returns bad data. Sales