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September 2023 Updates and Bug Fixes
September 2023 Updates and Bug Fixes

Here are our updates and bug fixes articles for September 2023

Nick Taylor avatar
Written by Nick Taylor
Updated over a year ago

Updates:

  1. More branch specific options - We have developed the day notes, urgent/non urgent notifications, leads tab, merged prospects, lead/follow up automation, Claims, HR, Pending job calendar, addendums, and the search bar to be branch specific. This will allow better customization for franchise companies or companies with multiple branches.

  2. New payment field options - We have added new payment fields that can be toggled on or off in your payment settings! This will allow companies to tailor how much info they want when collecting cards.

  3. Mobile Inventory - We have developed the ability for companies to send the inventory out in a text or email. This inventory will allow the customers to edit and add all rooms and items they need in a clean and user friendly experience for mobile devices. This can also be accessed at any time by customers going into the customer portal. If you'd like more information on this please use this article:

Bug Fixes:

  1. Unable to schedule cancelled jobs through the new events button - This has been fixed and you are now able to head to the estimate>new event in order to schedule any cancelled moves.

  2. System not populating correct values for Guaranteed moves - This has been fixed so now the correct values are populating with the fixed rates set on the estimate.

  3. Urgent notifications not populating for the long form - This has been resolved and now when a customer gets past 2 on the long form, it will automatically populate inside MoveitPro.

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