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December 2024 Updates & Bug Fixes
December 2024 Updates & Bug Fixes

December 2024 Updates & Bug Fixes

James Simboli avatar
Written by James Simboli
Updated over a month ago

Updates:

  1. Customer Portal Tip Option - Now when customers are trying to pay an invoice online through the customer portal it will ask them if they would like to add a tip for the crew members.

  2. Export Reports Field - In the backend settings for your branch, you can now add in an email address to automatically receive an Estimates Information report each day via email.

  3. Export Inventory as CSV - In your inventory management page you can now export this as a CSV file to see all of your inventory in one sheet. Additionally, if you make changes to any fields in the file we can import this back in to your system for you!

  4. Storage Portal Payment - Customers can now make custom payments online through their storage portal. Before they could only pay for 1 month at a time but now they can type in the exact amount they'd like to pay.

Bug Fixes:

  1. We had an issue where the Scheduled Move Days - Prior text and email were sending to customers who weren't booked in some cases. This has now been resolved.

  2. Leads from movers.com weren't showing properly in some reports. This should now be working accordingly.

  3. Sometimes the Edited Estimate by Client urgent notification would not appear if a client made multiple changes in their customer portal. This should show properly in the urgent notifications tab now.

  4. The Sales Line Graph on the dashboard was not matching the Sales Report in the system. This is now resolved.

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