Customers can get an automatic text introducing their crew before the move, and contract signature requests can carry supporting files. Website forms also accept email-only leads, and financing holds are easier to manage.
v2.352.0
Each branch can send customers an automatic text about an hour before the move, introducing the crew and the office contact for the day. You write the message per location, and it only goes to eligible moves.
Keep a schedule of on-duty coordinators for each location, import it from RingCentral or keep both in sync. Crew intro texts use it to name the right coordinator.
Assign a RingCentral number to each location so automated texts go out from that branch and customer replies come back to it.
Add supporting files such as terms or valuation documents to a contract template, and choose whether they go out again with the signed copy.
You get a notification when a customer's financing application is approved or declined. Declines show which provider was involved and whether the customer was declined or left the checkout.
Yard managers can create a new supply, or link to an existing one, right from Yard Stock, including its price and whether it sells to customers.
Choose the country when adding a Stripe account. Adding a Stripe Connect account now asks for the country, Canada or the US, so the account is set up correctly. The country shows in account lists. Company settings
Lead capture and quote embed forms can make the phone number optional, and customers can be created with a phone or an email. Existing forms keep requiring a phone until you change the setting.
Capture an authorized financing hold from the move details or the close view, with an editable amount up to the limit. Suggested amounts now include location taxes, and canceling a move warns before the hold is released.
Customers with period-based invoice terms no longer start combined invoicing on their own. The default is manual, and customers set to Follow Terms keep that schedule.
Close Moves shows the selected branch in local time. The Close Moves page groups work by the selected branch and shows each move's time in its own time zone. An empty branch points you to branches that still have moves to close. Dispatch
Crew assignment rules apply the same way everywhere. Crew changes from the move estimate editor follow the same assignment rules as the Dispatch board, and only roles that can override a blocked assignment see those controls. Dispatch
Recruiter bonus changes update open payrolls. Changing recruiter bonus settings recalculates any open draft payroll it affects, so the payroll screen and the bonus details match. Finance
Expense approvals use the move's local date. Approving an expense in the evening no longer files it under the next day, so period reports and bank matching line up. Finance
QuickBooks invoice updates go through after a payment sync. When QuickBooks reports that an invoice changed since the last sync, MovePlnr rereads it and tries again, so re-syncs and re-closes complete. Finance
Grounded trucks stay unavailable until their own midnight. A truck on hold stays unavailable until midnight in its own branch's time zone, across the vehicle list, quotes and the reserve picker. Admin
Google reviews sync completely. Google review sync reads the full review list, so new reviews come in and removed ones drop off. Marketing
Sign-in screens say why a sign-in failed. Login and two-step verification screens show the real reason, such as an expired link or a locked account, instead of a generic message. Everywhere
