Per-day mover pay and stop contacts
Movers can now be paid per day, every pickup and drop-off can carry its own contact, and payroll and Sales Details reports break down by location. Estimate edits save the first time and keep the rate in step with the crew.
v2.329.0
New5
- NewAdmin
Pay movers per day#
Set a mover's pay as a daily rate, next to hourly, monthly and yearly. Days are counted in your business time zone.
- NewSales
A contact name and phone for each stop#
Pickup and drop-off stops can hold a contact name and phone number, so crews call the right person at each address.
- NewReports
Payroll and Sales Details reports by location#
Payroll reports show a section and totals for each location, a location filter, and GST/HST where it applies. Sales Details reports add a Location filter.
Add a work description when closing a move. Write a description of the work when you close a move. It prints on the invoice under the labor line. Dispatch
Yard task assignees get notified. Assigning a yard task to someone else sends them a notification. Yard
Improved3
- ImprovedSales
Clearer estimate status and separate reminders#
Accepted estimates that still need a signature are labeled that way in the feed. Estimate reminders have their own switch apart from contract signing, and move details stay editable while an estimate is in progress.
Clearer text and voiceline setup. The text composer tells you up front when you have no sending number, and assigning a team member to a voiceline works on the first try. Inbox
Dispatchers can add and edit rental trucks. Dispatch users can create and edit rental trucks. Anyone without that access sees rental trucks read-only. Admin
Fixed8
- FixedSales
Estimate edits save the first time#
Estimate changes stick on the first save and show a saved state, even when the page refreshes in the background. The selected rate follows the crew size you pick.
Storage bookings bill past the expected end date. Manual storage bookings keep billing after their expected end date, and the extra time shows on the booking. Finance
Receipts and estimate PDFs show tips and discounts. Receipts list tips apart from service charges. Estimate PDFs show the discount percentage applied, and hide the discount line when there is none. Finance
Financing links send reliably. Buy now, pay later links use the payment methods your account has turned on, explain when none is available, and a failed attempt leaves other open links alone. Finance
Salaried movers cost correctly in move margins. Monthly and yearly salaries convert to an hourly equivalent before they count toward move cost and margin reports. Reports
Call transcripts credit the right person. Recorded calls are credited to the rep who answered, and transcripts label the rep and the customer correctly. Inbox
Sales Coaching shows accurate status and credits. Sales Coaching shows each agent's real status, credit balance and lock reason, so it is clear why a deal is open or locked. Sales
Waivers, claims and online estimates keep their details. Long waiver text continues onto extra pages instead of being cut off. Claims show deactivated team members by name, and drop-off addresses from online estimates reach the Opportunity page. Sales
