Lead hand-off report and a single payment record
A new sales report shows how leads pass between reps and how they convert. Payments across moves, storage and walk-in sales now share one record, with settled and cash dates.
v2.354.0
New5
- NewReports
See how leads pass between reps#
The new Lead Hand-offs sales report shows who dropped leads, who picked them up and how they converted, with a date filter and a drill-down for each lead's path. Manager reassignments are counted apart from expired-lead takeovers.
- NewFinance
Payments show when money settled and reached the bank#
Each payment carries a settled date and a cash date, and paid status follows one rule across the app. Finance screens show money in transit, and payouts and payroll are dated when the money goes out.
- NewFinance
Refunds and receipts for storage and walk-in sales#
Storage and walk-in sale payments now use the same payment record as moves, so you can refund them and send a receipt. Walk-in sales can also take card payments through Stripe.
- NewFinance
QuickBooks payments and chargebacks come into MovePlnr#
Payments recorded in QuickBooks now come into MovePlnr, and chargebacks are tracked against the payment they reverse, with finance screens to review both.
- NewYard
Yard managers get a focused view#
Yard managers see a short upcoming-work window, per-location yard notifications and walk-in sales, without claims. Supervisors now see moves only for the branches they supervise.
Improved1
Affirm financing records the fee and smaller captures correctly. The Affirm financing fee passes to the customer, and capturing less than the hold shows as a released hold instead of a refund. Finance
Fixed1
Stops keep their order and unsaved edits. Pickup and drop-off stops stay in the order you set after saving, and edits in progress on the Opportunity page survive a background refresh. Sales