Updates
- Mailchimp Integration to allow sync of several different types of groups.
- We created a "Feed" which will show on the account data page and list important things that have happened with customer like emails, sms text messages, and in the future things like bookings, cancellations, e-signatures completed, etc.
- Can now add "Service Fees" in the system when closing out jobs.
- Disciplinary Tab now Active in HR.
- "Meet Your Crew" email Trigger added. This email is sent to the customer when Movers/Drivers are assigned on the dispatch page. The email will have information about each Employee on the job.
- Email - Pending Job email Trigger is now active.
- New Leads will now appear without needing to refresh the screen.
- Can now add a Unit Cost to each "Referred By Source".
- Now when clicking the "Edit Estimate" button, you are able to go to Tab 1 (Move Info) to adjust the "Service date" and then click back into Tab 6 (Quote) without the estimate re-calculating. If you have Adjusted Estimates turned on the estimate will re-calculate. If you adjust the address, click the "MoveitSize" button, or adjust the inventory in any way, the estimate will re-calculate.
- Multi-Day Moves are now showing all Dates.
Bug Fixes
- Man Count on dispatch page was not showing accurate amount of men. This is Fixed.
- When editing hours inside of Employee Payroll Tab its not populating into Labor Payroll. This is Fixed.
- Storage customer's showing negative balance after being paid. This is Fixed.
- Internet Explorer not allowing Event Notes to be created. This is Fixed.
- Edited Estimates are showing on the Dashboard as brand new estimates. This is Fixed.
- . 48 Hour SMS Notification is not going out accordingly. This is Fixed.
- CUFT not calculating accurately on the estimate after a customer edits inventory in the Customer Portal. This is Fixed.
- Even after marking customer "Not Interested" they are re-appearing in the leads/followups. This is Fixed.
- Scheduled Move - Days Prior email is sending out after moves are already completed. This is Fixed.
- Storage emails not going out accordingly. This is Fixed.
- Unable to manually manipulate the charged hours when Closing out a job. This is Fixed.
- Customers are duplicating if Create/Estimate button is clicked multiple times when creating a new prospect. This is Fixed.
- Estimate Notes showing Coding on Tab 6 and on Printed Estimates.This is Fixed.
- Total number of Completed Jobs on the Dashboard is not showing accurately. This is Fixed.
- Multi-Day Moves are now showing all Dates.