Compass remembers you and helps with crew chats

New7

• NewGetting started

  Compass remembers your preferences and knows your schedule#

  Tell Compass how you like to work and it remembers. It follows guidance for your role and answers questions about your schedule and who is available.

• NewGetting started

  Compass reads and answers crew chats#

  Ask Compass which move and claim chats need attention, and have it draft or send a reply for you after you confirm. Status posts and photos from the crew no longer count as waiting.

• NewInbox

  Customer photos and videos show in the Inbox#

  Photos and videos customers send by text are saved and shown in the Inbox thread and the customer timeline.

• NewMarketing

  Bring Meta lead ads into MovePlnr#

  Connect your Meta account and leads from your Facebook and Instagram lead forms land in MovePlnr as new leads.

• New branches start with an estimate template. New branches come with a ready-to-use estimate template and email bodies, and Compass walks you through your first estimate. Getting started

• Add the same additional service more than once. Add one additional service several times on a move, each line at its own price, to match your estimate or invoice. Sales

• Show the move number on contract PDFs. Move Number is now a field you can place on contract and waiver PDFs, so signed documents tie back to the right move. Sales

Improved7

• ImprovedGetting started

  The setup chat is easier to follow#

  While setup is unfinished, the setup chat stays pinned and highlighted. Each step ends with one clear next action, starting with your first location, and saved changes update the checklist right away.

• Search and open any Operator Report Card. Search the Operator Report Cards leaderboard by name without losing the ranking, and open cards from the Insufficient data list. Reports

• New partners show industry and commission in Daily Reports. The New Partners view in Daily Reports shows each partner's industry, customer discount and commission, and fits better on phones. Reports

• The Overdue tab remembers your month. The Overdue tab on the Payments page keeps the month you last chose in this browser. Finance

• Compass replies show tables and give accurate guidance. Tables, checklists and links in Compass replies display properly. Compass no longer promises reply times, and refund questions point admins to the Refund button. Getting started

• Signup and billing happen on the web, not in the phone app. The phone app no longer shows signup or billing, and Compass explains that those are done in a web browser. Everywhere

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

Fixed2

• The Billing page opens without a card on file. The Billing page loads for companies that have no card on file yet. Company settings

• Remote delivery shows the right 30-minute rate. The remote delivery price for 30 minutes matches the expected rate on the delivery cards and the itemized view. Sales