Logo for MovePlnr - the Best Residential Moving Company CRMMovePlnr

Inbox timestamps and a redesigned billing page

Text and call cards in the Inbox show when they happened, dispatchers see the dispatch panel on move details, and the billing and plan pages have a new layout. Texting, emailing, leads and bookings reports also behave as expected.

v2.9.0

New3

  • Timestamps on Inbox texts and calls. Text and call cards in the Inbox now show the time, date and how long ago each one happened. Inbox

  • Dispatch panel on move details. Dispatchers now see the dispatch panel when they open a move's details. Dispatch

  • Urgent explained, auto-archive noted. Hover over the Urgent tag on a New Business lead to see why it's urgent. When the follow-up sequence ends, the communication feed shows when the lead will be archived. Sales

Improved1

  • New layout for billing and plans. The Billing page and plan picker in Company settings have a new layout. Company settings

Fixed5

  • Texts and emails send as expected. Texts send even when the customer hasn't replied yet, follow-up emails continue the existing thread, invoice attachments download, and opening a lead with no emails starts a new one. Inbox

  • Leads keep the right details. New leads fill in the right customer name and email, reclaiming an opportunity continues its sales sequence, and the Sales dashboard Needs Reply count tracks customer replies. Sales

  • Resent contracts include the contract. Resending a contract now includes the contract itself, the pickup address stays after you send an estimate, and rescheduled moves save without errors. Sales

  • Bookings reports count every sale. The weekly bookings report and the moves sold count in operations now include every sale. Reports

  • SIN and SSN field accepts any format. A team member's SIN or SSN no longer has to be exactly nine digits to save their profile. Admin