Send more than one agreement on a job from the new Agreements section. A customer's whole conversation history, across texts, calls, emails and social messages, now sits in one timeline.
v2.366.0
Add separate agreements to one job, such as packing, moving and storage. The new Agreements section on the Opportunity page and in Dispatch lets you send each one, track its status and open the signed copy.
Texts across all your lines, calls and emails now appear in one timeline on the customer page and the new opportunity view. Line badges and filters show which number each message used.
Each branch gets the official stat holidays for its province or state, plus your own overrides, which can repeat every year. Holidays show on the Dispatch board, and you can apply holiday pay based on closed-move hours or all hours.
Flag stand-in or pool crew accounts as placeholders. They stay assignable with a Placeholder badge and are left out of scorecards and leaderboards.
Blocked days carry a reason and show clearly in date pickers across the app. If someone is turned away from a blocked day, the sale owner is notified so they can offer another date.
Send a confirmation email when a customer accepts an estimate without a contract, with the accepted estimate PDF and the files sent with it.
See when a customer opens an estimate email. The estimate timeline shows when the customer first opens the email, as a lighter signal next to an actual estimate view. Sales
Give a job a name. Add an optional name that shows beside the job number in customer history, the opportunity header and Dispatch. Rename it from the history menu or by clicking the tag. Sales
Opening a claim on a move turns off its review requests and stops any already queued. Resume them from the claim page when the time is right.
Closing a move at $0 asks for a reason. A $0 close now needs a reason, which then shows on the move and in commission records. Dispatch
Multi-day jobs tell you when the end date moves. Changing a multi-day job's start date tells you if the end date shifted to keep its length, and the full date range shows on the summary. Sales
Date discounts preview the customer's wording. Date discount settings show the exact text customers will see and warn when a label mentions a different percentage than the discount. Sales
Opportunities show Estimate Sent. After you send an estimate, the opportunity shows an Estimate Sent status, including when Sales Pipeline is off. Sales
Purchase orders show when they were placed. Purchase orders get a placed date, which you can set on the create form, and it shows on quick view cards. Yard
Security improvements. We tightened security across the app. Everywhere
Screens hide what your add-ons don't include. Follow-up tasks, the Yard and Marketing tabs, and Location Settings pages hide when the matching add-on is off, so nobody lands on a page they can't use. Admin
Unsubscribe links ask the customer to confirm. Estimate reminders, signature reminders and review requests ask the customer to confirm before unsubscribing, so email scanners can't opt them out. Review email unsubscribe links work again. Sales
Links shared from the phone app work for customers. The self-serve estimate link and the review QR code in move chat now work when they're created from the phone app. Everywhere
Accepted estimates book onto the chosen truck. When a customer accepts a contract-free estimate, the move is booked onto the truck picked at booking instead of landing in Unassigned. Dispatch
Closed invoices keep one number. A move's full invoice keeps the same number after later close edits, so Payment History always finds it and deposit receipts stay intact. Finance
Long-distance closes post the right costs. Own-truck long-distance jobs no longer add a carrier expense at close, and re-quoting in a different mode updates the legs to match. Finance
Saved payrolls show their overtime lines. Confirmed and paid payrolls show each stored overtime line, not only the total. Finance
Branch and period filters stay where you set them. Picking a branch on report and list pages no longer resets to All Locations, and Operator Report Cards keep the branch and period through reloads. Reports
Restored moves leave the lost counts. Daily Reports no longer count restored moves as lost, and the Opportunities All filter shows live and lost items together. Reports
Calls show up in the Inbox sooner. Longer calls appear soon after they end instead of waiting for the nightly sync, and calls missed earlier are filled in. Inbox
Google Ads reconnects keep conversion tracking. Signing in to Google Ads again keeps your conversion actions, so uploads continue. The review campaign editor also shows where 5-star reviews go when routing is on. Marketing
