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Long-distance moves get their own workflow

Long-distance moves are now a move type of their own, with legs, charges, quotes, documents and milestones from quote to close. Crew intro texts list the whole crew, and storage bookings can collect tax.

v2.356.0

New2

NewSales

Long-distance moves get their own workflow

Quote, book and track long-distance moves on your own truck, a carrier's truck or by pallet, within Canada and between Canada and the US. The long distance calculator compares carriers and opens each option into pickup, travel, unloading and extras, and each shipment tracks its own legs, charges, documents and milestones.

  • NewSales

    Attach files to estimates#

    Estimate templates can carry standing attachments, and you can add more files each time you send an estimate.

Improved4

  • ImprovedDispatch

    Crew intro texts list the whole crew and office hours#

    Crew intro texts name everyone on the move and the day's on-duty coordinators with their hours, and send from the branch's own number when it has one.

  • ImprovedFinance

    Storage bookings can collect tax#

    New storage bookings can charge tax based on their location, and the tax carries through subscriptions, invoices, the invoice PDF and QuickBooks.

  • Enter estimate time in hours and minutes. Time spent on an estimate is entered as hours plus minutes, payroll admins can correct it later, and payroll shows estimate hours on their own line. Estimator

  • Security improvements. We tightened security across the app. Everywhere

Fixed7

  • Payroll travel pay follows the branch's travel limit. Travel pay skips empty legs that shouldn't be paid and follows each location's travel-leg limit, and travel values are easier to read on payroll. Finance

  • Long texts are split or flagged before sending. Texts are checked against the provider's length limit before they go out. Long messages are split or refused with a clear message instead of failing. Inbox

  • Contract texts arrive as clean text. Automated contract texts, such as uncommit and unsigned-cancel messages, no longer show formatting tags to customers. Sales

  • Storage bookings follow releases and failed first charges. A backdated release voids a sent storage invoice that's no longer owed, and a subscription whose first charge never goes through takes the booking out of Active. Finance

  • QuickBooks and Stripe updates recover on their own. Combined invoices try again after QuickBooks reports a newer version, storage and walk-in payments re-push correctly, records that share a name stay separate, and Stripe payment updates are retried instead of lost. Finance

  • Close Move and the supervisor calendar show the right crew and jobs. Close Move lists each crew member once and finishes moves with added taxes, and the shared supervisor calendar shows crewed jobs still awaiting signature. Dispatch

  • Unclaimed leads sort by time and the file picker scrolls. Sorting the Unclaimed list by unclaimed time works again, crew intro texts are checked every 15 minutes, and the customer files picker in booking confirmation scrolls to every file. Sales