NewFinance
Send financing holds before the move
Send a customer a financing application early in the sale and follow its status across the app. When the move closes, the approved amount is captured and any remaining balance is collected separately.
Financing holds and claim chat
Send a customer financing application early in the sale and capture it when the move closes. Claims get their own team chat, and team members get a full page with history.
v2.346.0
New2
- NewClaims
Talk through a claim in its own chat#
Each claim has an internal chat for the office and the crew on that claim, in place of an outside group chat. Photos shared there can be proposed as claim evidence.
Improved2
- ImprovedAdmin
Team members get a full page with history#
Adding or editing a team member opens a full page with grouped sections. The Team Members list shows when each person was added and filters by time at the company, and each member page has a history feed, admin comments and the mover's report card.
Correct a strike number on a claim. Admins and dispatchers can set a mover's strike number on a claim, with a required reason. Later strikes count from the corrected number. Claims