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Team chat and waivers signed before the contract

Message your team in direct and group chats, and have customers sign a job's waivers before its contract in one flow. Claim emails now land in Claims, and the Billing page takes cards on any plan.

v3.1.0

New8

NewSales

Customers sign waivers before the contract

A contract template can list the waivers a customer signs first. The contract link walks the customer through each waiver, then the contract, so one email or text covers everything.

  • NewClaims

    Claim emails arrive in Claims#

    Emails sent to your claims address show up in a Claims inbox below the claims list and link to their claim, with unread counts on each claim. Dispatchers and admins are notified of new claims and replies, and answers go out from the claims address.

  • NewDispatch

    Group small local jobs into one ride#

    Collect small local jobs in a waiting pool, then book several onto one truck on a quiet day, back to back or as a mixed route. Each job keeps its own customer, price and invoice.

  • NewInbox

    Messenger and Instagram messages in the Inbox#

    Messenger and Instagram direct messages arrive in the Inbox as their own channels. Reply from the thread, and see when a conversation is outside the reply window.

  • NewMarketing

    Social posts from finished moves#

    Draft Facebook and Instagram posts from closed moves with AI help, review them in a queue, schedule them, and track engagement over time.

  • NewMarketing

    Publish to Instagram and reply to Instagram messages#

    Publish posts to Instagram and handle Instagram direct messages in the Inbox. Message threads show their channel, and attachments open reliably.

  • NewInbox

    Messenger messages become leads#

    A new Messenger conversation can create a customer and opportunity on its own, linked to the Inbox thread. Facebook posts are no longer marked failed when they published.

Improved6

  • ImprovedSales

    Waivers collect details from the customer#

    A waiver can include boxes the customer fills in when signing, such as their full name. The office no longer has to type those details in before sending.

  • ImprovedSales

    Set waiver options right in Agreements#

    Choose a waiver's checkmark options on its Agreements row and send it from there, without opening move chat. Sales users can send these waivers too, and a page you can't open shows a clear message.

  • ImprovedCompany settings

    Add cards on the Billing page on any plan#

    Add a credit card on the Billing page without changing your plan, keep more than one card on file, and choose a backup card.

  • The AI Agent console is easier to read. The AI Agent console has clearer labels for phone numbers, test callers, capabilities and runs. Sales

  • AI agent settings reach every existing agent. When your AI settings change, your existing AI agents update to match. Sales

  • Security improvements. MovePlnr pages always open over a secure connection, even from an older link or bookmark. Everywhere

Fixed2

  • Two column website forms fit narrow screens. Lead and quote forms in a two column layout stay inside the page on phones, even with a long label or an address field. Marketing

  • QuickBooks skips moves with nothing to bill. A move with no billable lines shows as Skipped in the QuickBooks sync log instead of failing. An invoice QuickBooks refuses is no longer resent every night, and Re-push tries it again once you fix it. Finance