Commercial multi-day moves now price themselves day by day. When a work request with the Commercial service type carries a multi-day move, your configured default line items populate automatically on every day of the move — not just the first. Each day of a commercial job consumes its own crew, trucks, equipment, and fuel, and those are exactly the charges companies set as Commercial defaults — so now they land on each day's pricing tab the moment the pricing loads, ready to adjust.

For a coordinator pricing a three-day office relocation, that's the repetitive per-day line entry gone: the same line items appear on every day, and only the quantities and hours need tuning to match each day's crew and truck count.

What's New

• Defaults on every day: on Commercial work requests with a multi-day move, default line items now auto-populate on all of the move's days when the pricing loads — previously they populated on the first day only.
• Each day stays independent: quantities, rates, and hours are editable per day, and any auto-added line can be changed or removed on any day without affecting the others.
• Commercial only, by design: residential and all other service types keep the existing behavior — defaults on day one, with later days used for follow-on activities of the same priced job.

Who This Is For

• Commercial movers pricing office relocations and other projects that span multiple days
• Sales teams and estimators who price labor, trucks, and equipment per day or per sequence
• Move coordinators who no longer rebuild the same line items manually on every day after day one
• Owners and managers who want standardized, consistent per-day pricing with fewer chances for omissions

⚙️ How to Configure

1. Set up the pricing category: go to Settings (gear) → General → Categories and create a category mapped to the Commercial service type.
   
   Settings (1) → General (2) → Categories (3) → a category mapped to Commercial (4)
   
2. Create the line item under that category on the Line Items tab.
   
   
   Line Items (3): the line item created under the Commercial category (4)
   
3. Create the default on the Default Line Items tab: select the service type, the category, the pricing section it should populate (Transportation Labor, Packing Materials, Packing Labor, Crating, Additional Services, or Storage), the line item, and give the default a name.
   
   
   Default Line Items (3): a Commercial default mapped to its category, pricing section, and line item (4)
   
4. Create a Commercial work request and add its days with Add Multi Day Move.
   
   A Commercial work request with a multi-day move — here, a Pickup day and a Delivery day
   
5. Open Edit Move Pricing: the first day shows the default line items in their configured pricing section, as always.
   
   
   Day one: the default line item populated under Additional Line Items (1)
   
6. Switch to any other day of the move — the same defaults are already there too. Adjust each day's quantities, hours, and rates independently, or remove a line where it doesn't apply.
   
   
   Day two: the same default, auto-populated (2) — no manual re-entry
   

Good to Know

• Scoped to Commercial: this behavior applies only to the Commercial service type. Residential and every other service type continue to populate defaults on the first day only, where later days are activities of a single priced job.
• Built for charges that repeat: set your per-day charges — crew labor, trucks, equipment, fuel — as Commercial defaults, and keep one-time charges like packing materials or valuation out of the default set so they're added once, as today.
• Every line stays yours to edit: auto-populated lines are normal line items — change the quantity or rate on one day, delete on another, and the job's grand total sums correctly across all days.
• The full setup chain matters: a default needs its category mapped to the service type and its line item created under that category — if a default isn't appearing, check those two mappings first.

Available Now

This enhancement is live for all accounts. If your Commercial defaults are already configured under Settings → General → Default Line Items, there's nothing to do — your next multi-day commercial work request prices every day automatically. This one came straight from how commercial movers actually price multi-day projects; keep the feedback coming.

Property Exceptions in Mover Inventory now cover the best possible outcome: a damage-free property. When property exceptions are required at the beginning or end of a stage and the crew finds no damage, a new No Exception option lets them record exactly that — a clean, signed “no damage found” entry with a note, driver initials, and driver signature. The mandatory-exception workflow stays airtight, and crews complete it in seconds instead of logging a placeholder entry.

What's New

• Show No Exceptions setting: a new option under Exception Settings in the CMS, nested under Allow Property Exception alongside Require at Beginning of Stage and Require at End of Stage.
• No Exception Found checkbox in the app: when the setting is on and a property exception is required at a stage's beginning or end, the Add Property Exception screen shows a No Exception section at the top — at both Stage Begin and Stage End.
• A clear confirmation step: selecting it pops a confirmation explaining that Photos, Property Damage, Area / Room, and Damage Type won't be selectable for this exception.
• A focused, signed record: after confirming, the damage sections gray out and the crew completes just three things — Note, Driver Initials, and Driver Signature — then submits. The entry is recorded like any other property exception.

Who This Is For

• Moving companies that make property exceptions mandatory at the beginning or end of stages
• Crews and drivers who need a fast, honest way to record a damage-free walkthrough
• Operations and claims managers who want clean no-damage records with a signature behind them
• Back office teams keeping stage documentation consistent across every job

⚙️ How to Configure

1. In the Mover Inventory CMS, go to Settings → Shipment Type and open Exception Settings. Under Allow Property Exception, enable Show No Exceptions alongside Require at Beginning of Stage and/or Require at End of Stage.
   
   
   Settings (1) → Shipment Type (2) → Exception Settings → Show No Exceptions (3)
   
2. In the crew app, when a property exception is required and the property has no damage, the crew checks No Exception Found at the top of the Add Property Exception screen.
   
   
   The No Exception section at the top of Add Property Exception (Stage Begin)
   
3. A confirmation appears, explaining that Photos, Property Damage, Area / Room, and Damage Type won't be available for this exception. Tap Confirm to continue — or Cancel to document damage normally.
   
   
   The confirmation before committing to a No Exception entry
   
4. Once confirmed, the damage sections gray out so the record stays unambiguous.
   
   
   Photos, Property Damage, Area / Room, and Damage Type grayed out
   
5. The crew completes the three remaining fields — Note, Driver Initials, and Driver Signature — and taps Submit Exception. The no-damage record is saved.
   
   
   Note, Driver Initials, and Driver Signature — then Submit Exception
   
6. The same option is available wherever the exception is required — at Stage Begin and at Stage End.
   
   
   No Exception Found available at Stage End as well
   

Good to Know

• It appears only when it should: the No Exception option shows on the property exception screen when a property exception is required at the beginning or end of a stage — the crew can select it and proceed to the next step.
• It's a real record: a No Exception entry is stored as a property exception, complete with the note, driver initials, and driver signature — so every stage still has documented proof of the property's condition.
• The confirmation protects accuracy: if the crew spots damage after all, Cancel returns them to the full form with Photos, Property Damage, Area / Room, and Damage Type.
• Configured per shipment type: Show No Exceptions lives in each shipment type's Exception Settings, so you decide where it applies.
• Damage logging is unchanged: when there is damage, crews document it exactly as before.

Available Now

Show No Exceptions is available now in the Mover Inventory CMS under Settings → Shipment Type → Exception Settings. Turn it on, and your crews get a clean one-tap way to certify damage-free stages. This one came straight from customer feedback — keep it coming.

Carton items in Mover Inventory can now carry their packed-by designation with them. In Item List Management, turning on the Carton toggle for an item now also lets you preset it as CP (Carrier Packed) or PBO (Packed by Owner).

When a crew member selects that item in the app, the Carton toggle switches on and the right Packed by option is already selected — one less tap on every box, and the designation is correct every time because an admin set it deliberately in advance. And on the CMS side, every shipment's Items tab can now filter by CP or PBO, with item counts shown at a glance — perfect for verifying packed-carton totals at invoicing time.

What's New

• CP / PBO preset in Item List Management: when the Carton toggle is on for an item, CP and PBO options appear right in the Carton column — pick the one that applies to that item.
• Automatic carry-over to the app: when the crew selects that item while adding inventory, the Carton toggle turns on automatically and the Packed by choice — Carrier Packed (05) or Packed by Owner (06) — is pre-selected to match the setting.
• Deliberate by design: the preset applies per item, configured intentionally by an admin — nothing defaults silently across a whole shipment, so the CP/PBO decision is always a conscious one.
• CP/PBO filters on shipment items: on a shipment's Items tab, the Sort by menu now includes Carrier Packed (CP) and Packed By Owner (PBO). One click pulls up every carton with that designation, with the count shown in the header — e.g., “4 total items, 3 carrier packed.”

Who This Is For

• Field crews and packers logging dozens of cartons a day — inventory capture gets faster box after box
• Owners and admins who want packed-by designations standardized instead of decided on the fly
• Operations and inventory managers keeping CP/PBO records accurate for claims and valuation purposes
• Billing and back-office staff who price CP and PBO cartons differently and need accurate counts per shipment for final invoicing
• Military and interstate movers whose paperwork depends on correct packed-by codes

⚙️ How to Configure

1. In the Mover Inventory CMS, go to Settings → Item List. Turn on the Carton toggle for an item, then choose CP or PBO right next to it.
   
   
   Settings (1) → Item List (2) → Carton column with the new CP / PBO preset (3)
   
2. In the Mover Inventory app, when the crew selects an item preset as PBO, the Carton toggle switches on by itself and Packed by Owner - 06 is already selected.
   
   
   An item preset as PBO (1): selecting it in the app (2) auto-enables Carton with Packed by Owner selected (3)
   
3. The same applies to CP items: select one, and the Carton toggle turns on with Carrier Packed - 05 pre-selected.
   
   
   An item preset as CP (1): selecting it in the app (2) auto-enables Carton with Carrier Packed selected (3)
   
4. To review a shipment's cartons by designation, open the shipment's Items tab in the CMS and stay on Show All Items — that's where the CP/PBO filter lives.
   
   The CP/PBO filter is available on the Show All Items tab
   
5. Click Sort by and choose Carrier Packed (CP) or Packed By Owner (PBO) — each option shows its live item count right in the menu.
   
   
   Carrier Packed (CP) and Packed By Owner (PBO) in the Sort by menu, with live counts (1) — here 211 CP items
   
6. The CP filter shows every carrier-packed carton, with the count in the header — here, 4 total items with 3 carrier packed.
   
   
   Filtered by Carrier Packed (CP): “Total items: 4 / 3 (4 total items, 3 carrier packed)”
   
7. Switch to the PBO filter to see everything the customer packed — here, 1 of the 4 items.
   
   
   Filtered by Packed By Owner (PBO): “Total items: 4 / 1 (4 total items, 1 packed by owner)”
   

Good to Know

• Show All Items only: the CP and PBO options appear in the Sort by menu while you're on the Show All Items tab — they aren't offered inside the individual stage tabs.
• Counts you can bill against: the counts appear both in the Sort by menu and in the filtered header, so you can verify packed-carton totals against the original estimate without opening items one by one.
• The crew stays in control: the preset is a starting point — the Packed by selection can still be changed on the item in the app if the situation on the ground is different.
• Standard packed-by codes: CP maps to Carrier Packed (05) and PBO to Packed by Owner (06), matching the codes on your inventory paperwork.
• Per item, not per shipment: each preset lives on the individual item in your item list, so different carton types can carry different designations side by side.
• Existing items are untouched: carton items you've already created keep working exactly as before until you choose a preset for them.

Available Now

The CP/PBO preset is available now in the Mover Inventory CMS under Settings → Item List, and the CP/PBO filters are live on every shipment's Items tab. Set the preset once per carton item, and your crews pick up the speed on their very next job — while the back office gets carton counts in one click. This enhancement came directly from customer feedback — keep telling us where the clicks add up, and we'll keep removing them.

Ownership now lines up from the very first step. When you create a work request and set the Work Request Owner, that same person is automatically set as the Contact Owner — and, when a company is associated, as the company's Account Owner too. A coordinator can build the work request on a salesperson's behalf, assign them as the owner, and every record created along the way lands with the right person — no follow-up cleanup in the Contacts or Companies modules.

What's New

• Owner inheritance on Create Work Request: when the work request is created, the selected Work Request Owner is applied as the Contact Owner, and as the Account Owner of the associated company.
• Works with new and selected contacts: whether you create the contact on the fly during the work request or pick an existing one, ownership is aligned to the Work Request Owner when you proceed.
• Editing stays scoped: changing the Work Request Owner on an existing work request updates the work request only — Contact and Account Owners are not touched after creation.

Who This Is For

• Commercial coordinators who set up work requests on behalf of the sales team
• Sales reps who should own the contact and company behind every deal assigned to them
• Sales managers who want ownership consistent across work requests, contacts, and companies
• Back office teams who previously corrected contact and account owners by hand

🧭 How to Use It

1. Start a new work request. Select or create the contact (1) — an associated company auto-populates as usual — and note the Work Request Owner under Other Details (2), prefilled with the logged-in user.
   
   
   Create New Work Request: the contact and company (1), with the Work Request Owner defaulting to the logged-in user (2)
   
2. Change the Work Request Owner to the salesperson who should own the deal, and continue to the next step.
   
   
   The Work Request Owner changed to a different user (1)
   
3. That's all it takes — the chosen owner is applied everywhere: as the Contact Owner on the contact…
   
   
   The contact's Contact Owner matches the Work Request Owner (1)
   
4. …as the Account Owner on the associated company…
   
   
   The company's Account Owner matches too (1)
   
5. …and of course as the WR Owner on the work request itself.
   
   
   The work request's Sales Summary showing the WR Owner (1)
   
6. Need to change the Contact or Account Owner later? Use the pencil icons on the Contact and Company cards of the work request detail page…
   
   
   Edit the contact (1) or the company (2) right from the work request
   
7. …or edit the record directly in the Contacts or Companies module.
   
   
   Changing the Contact Owner from the Contacts module (1)
   
   
   Changing the Account Owner from the Companies module (1)
   

Good to Know

• Creation only, by design: the inheritance happens when the work request is created. Updating the Work Request Owner later, from Edit Work Request (Sales Summary), changes the work request alone — contact and company ownership you've since arranged stays put.
• Two easy paths for later changes: the pencil icons on the work request's Contact and Company cards, or the Contacts and Companies modules, both let you reassign ownership at any time.
• Defaults unchanged: a contact created on the fly still starts with the logged-in user as its owner, and the Work Request Owner field still prefills with the logged-in user — the sync simply aligns everything to whoever you choose as the Work Request Owner.

Available Now

This enhancement is live for all accounts — no setup needed. The next work request your team creates carries its owner through to the contact and company automatically. It came straight from how coordinators and sales teams divide the work; keep the feedback coming.

Clock-time corrections now happen where the office works. Based on customer feedback, the work order's Activities tab lets operations staff edit any crew activity directly from the CRM — adjust clock-in and clock-out times, breaks, the hourly rate, the activity itself, and the crew attached to it. Every change recalculates the billed amount instantly and syncs straight to the Crew App, so a mistyped clock-out or a crew member who joined mid-job no longer requires chasing the field crew to fix it from their device.

✨ What's New

• Edit from the Activities tab — each activity card in the work order's Activities → By Activities view now carries an edit action.
• Full activity editing — the Edit Activity dialog covers the activity name, number of workers, rate per hour, assigned workers, start and end times, break minutes (with total time computed live), and the billable flag.
• Two-way sync — saved changes update the activity's duration and billed amount in the CRM and reflect immediately in the Crew App.
• Finalization still locks the record — activities are editable until the work order is finalized in the Crew App; after that, they're locked in both the app and the CRM.

👥 Who This Is For

• Operations managers and office staff — who fix clock-in/out slips and rate corrections without routing them through the crew's device.
• Companies with crews that change mid-job — extra hands arriving two hours in can be added to the activity from the office, after the fact.
• Teams with staggered schedules — where a foreman starts early, drivers run port-to-port, and the rest of the crew works job start to end — activity records routinely need office-side adjustment.
• Payroll and billing — who need the activity hours and amounts right before the job is finalized and invoiced.

🧭 How to Use It

1. Open the work order and go to the Activities tab → By Activities. Each activity card shows its crew, times, break, rate, and billed amount — click the edit (pencil) icon on the activity you need to correct.
   
   
2. In the Edit Activity dialog, adjust whatever needs fixing — activity name, rate/hr, assigned workers (add or change crew), start and end times, break minutes, and the billable flag — and save. In this example, a Pack activity's rate moves from $150 to $160, the times shift from 1:17–2:17 to 1:30–2:30, and the break from 15 to 20 minutes.
   
   
3. The CRM card updates instantly with the recalculated time and amount — here, 45 minutes at $150/hr ($112.50) becomes 40 minutes at $160/hr ($106.67).
   
   
4. The same change lands in the Crew App automatically — before the edit…
   
   
5. …and after, with the new times, break, rate, and total.
   
   
6. Editing stays open until the crew taps Finalize Work Order in the app. Once finalized, the activity record is locked on both sides — in the Crew App and in the CRM.
   
   

🔎 Good to Know

• Works for clocked and manual activities alike. Whether the activity was clocked in the field or added manually (the Manual tag), it's editable from the CRM the same way.
• The math follows the edit. Billed time is the activity span minus breaks, at the activity's rate — change any of them and the amount recalculates on both the CRM and the app.
• Finalized means final. Once the work order is finalized in the Crew App, activities can't be edited anywhere — keeping completed timesheets and the amounts billed from them tamper-proof.
• Crew visibility is unchanged. Editing from the CRM doesn't alter what crews see in the app — pricing visibility continues to follow your Crew App permission settings.

🎉 Available Now

Activity editing is live on the work order's Activities tab. Fix the clock, add the crew, correct the rate — from the office, in seconds, synced to the field.

The commission sections on the work order Expenses tab now tell the whole payout story at a glance. Every Worker, Sales, and Contractor commission row shows a Description naming the exact pricing categories the commission comes from, with the calculated amount filled into the Rate column automatically — and a detailed view breaks each category down into its base amount, commission percentage, and the dollar amount earned.

You can also now add a worker and their commission directly on the same screen: pick the worker, pick the commission plan, click the Calculate Commission icon, and the system computes everything for you — no more typing commission amounts in by hand.

What's New

• Description column: each commission row now names the pricing categories it applies to (for example, Transport Labor and Packing Labor), so it's clear what every amount is for.
• Auto-calculated Rate: the Rate column populates with the calculated commission value straight from the percentage rules in the worker's commission plan.
• Full calculation detail: the view (eye) icon opens a View Calculation window showing the commission type and move type, and — per category — the base amount, the commission percentage, and the resulting dollar amount, with the grand total beneath.
• Add workers in-line: add a row right on the commission screen, select the worker and their commission plan, and click the Calculate Commission icon to compute their payout — useful when someone joins the job at closeout.
• Everywhere commissions live: the same enhancements apply across Sales Commissions, Worker Commissions, and Contractor Commissions.

Who This Is For

• Owners and managers who want every payout traceable back to the services that earned it
• Payroll and back-office teams reconciling commissions at the end of a job
• Sales reps and move coordinators verifying their own numbers
• Operations teams who add workers to a job during or after closeout

🧭 How to Use It

1. Open a completed work order and go to Expenses. Pick the commission section you need from the left menu — Sales Commissions, Worker Commissions, or Contractor Commissions. Each row shows the worker, their commission plan, the Description of the categories it covers, the calculated Rate, and the Total.
   
   
   Worker Commissions with the Commission, Description, and Rate columns, and the Calculate Commission icon
   
2. Commissions for workers assigned to the job calculate automatically once their activity completes, with the description and amounts filled in.
   
   
   A calculated commission row with its description and rate
   
3. To add someone new, click +, select the worker and their commission plan, then click the Calculate Commission icon next to the plan. The Description, Rate, and Total fill in automatically.
   
   
   A newly added worker, calculated in one click — covering Transport Labor and Packing Labor
   
4. To see exactly how a number was built, click the view (eye) icon. The View Calculation window shows each category's base amount, commission percentage, and dollar amount — for example, Transport Labor at 10% and Packing Labor at 5% — plus the combined total.
   
   
   View Calculation (2) from the eye icon (1): base amount, percentage, and amount per category

Good to Know

• Descriptions come from Itemized and Line Items plans: those two commission types are built on specific pricing categories, so the system can name them. Revenue-based and Tiered plans calculate on overall revenue, so their rows don't carry a category description.
  
  
• Recalculate on demand: whenever you add a worker or change their commission plan, click the Calculate Commission icon to refresh the description and amounts.
• Clean math: additional deductions — convenience fees, sales tax, service tax, and tips — are excluded before the commission is calculated, so payouts are based on true service revenue.
• Setup is unchanged: commission plans are still created under Settings → Commissions and assigned to users, workers, and contractors the same way as before — this enhancement is all about visibility and speed at payout time.

Available Now

These enhancements are live now across Sales, Worker, and Contractor commissions on the work order Expenses tab — no setup required. This one came straight from customer feedback: keep telling us where you want more clarity, and we'll keep building it in.

Credit card convenience fees now behave the way your books expect them to: as part of the payment, calculated per card payment, and always shown with a full breakup. Deposits on estimates display the actual deposit, the convenience fee, and the total side by side — for your sales team and for the customer before they pay.

Request Payment and Receive Payment gain a convenience fee section with an "amount includes fees" toggle, the work order Income screen shows exactly how each deposit and fee lands in the totals, and the Payments list separates the amount received, the fee, and the actual payment on every row. One consistent fee story, from the first deposit to the final dollar.

✨ What's New

• Deposit breakup on estimates — when a deposit is required, the estimate shows the Convenience Fee alongside it and a live breakup: Actual Deposit Required + Convenience Fee = Total Deposit Required, for both percentage and fixed-amount deposits.
• The customer sees the same math — the e-sign Final Confirmation screen presents the deposit amount, convenience fee, and total before the customer pays.
• "Above Amount includes convenience fees" — a new toggle on Request Payment and Receive Payment: checked, the entered amount is treated as fee-inclusive and split ($100 → $90.91 + $9.09); unchecked, the fee is added on top ($100 → $110 total).
• Income that keeps fees whole — credit card fees are applied in the subtotal order before deposits are deducted, the Deposit row shows the full collected amount, and a Deposit Details popup breaks down each payment's date, mode, original amount, fee rate, fee, and total.
• Payments list transparency — Amount Recd, Convenience Fee, and Actual Payment columns on every payment, plus a Deposit Yes/No flag.
• One fee source — the convenience fee configured on the Service Type flows into pricing, deposits, and the payment screens automatically.
  
  

👥 Who This Is For

• Owners and finance teams — who pass card processing costs through accurately and want fee revenue visible, not absorbed into totals.
• Billing and back-office staff — who request and receive payments daily and need the fee math handled either direction — added on top or backed out of a fee-inclusive amount.
• Sales reps — who collect deposits at signing and can now show the customer exactly what the card fee is before they pay.
• Your customers — who see a clean breakup of deposit and fee instead of a single unexplained total.

⚙️ How to Configure

Set the fee once

1. Configure the default under Settings → General → Service Types — edit a service type and set its Convenience Fees value and type. It auto-populates pricing for that service (and stays editable there); leave it blank to enter fees manually per job.
   
   
2. Pricing works as it always has: the Credit Card Fees line in the Total section adds the fee into the Grand Total.
   
   
   Deposits on estimates
3. When creating an estimate with Deposit Required on, the Convenience Fee from pricing appears next to the deposit, with the full breakup — a 10% deposit on a $1,000 job shows $100 deposit + $10 fee = $110 Total Deposit Required.
   
   
4. Fixed-amount deposits get the same treatment — a $50 deposit with a 10% fee shows $50 + $5 = $55.
   
   
5. After signing, the customer's Final Confirmation screen shows the identical breakup — Deposit Amount, Convenience Fee, Total Deposit Required — before they click Pay Deposit.
   
   
   Income and payments
6. On the work order Income screen, Credit Card Fees are applied in the subtotal order before the deposit is deducted, and the Deposit row carries the full collected amount (e.g., $110 including its fee). Click the deposit amount for the Deposit Details breakup — date, payment mode, original amount, CC fee rate, fee, and total — then Apply Deposit.
   
   
   
   
7. The Payments list now separates every payment into Amount Recd, Convenience Fee, and Actual Payment, with a Deposit Yes/No column — reconciliation at a glance.
   
   
   Requesting and receiving payments
8. In Request Payment, enter the amount and use the new Above Amount includes convenience fees checkbox. Unchecked, the fee is added on top: $100 requested becomes $100 + $10 = $110 total. Checked, the amount is fee-inclusive: $100 splits into $90.91 actual + $9.09 fee.
   
   
   
9. The Convenience Fee field is filled from the selected work request's pricing and locked; if the work request has no fee configured (or there's no linked pricing), the field is open for you to enter one.
   
   
   
   
10. In Receive Payment, choosing Card or Card (Other) as the payment mode reveals the same controls — the fee, the includes-fees checkbox, and the Actual Payment / Convenience Fee / Total Payment breakup — before you apply the payment to invoices.
    
    
    

🔎 Good to Know

• The fee follows the payment, not the paperwork. Convenience fees are calculated per card payment — Card and Card (Other) modes. Payments by cash, check, or other modes carry no fee, and when a balance is collected in chunks, each card payment computes its own fee.
• Editable in pricing, locked at payment. The service-type fee auto-fills pricing but remains editable there. In Request and Receive Payment, a fee inherited from the work request is locked so payment math always matches the job's pricing; it's only editable when the work request carries no fee.
• No more absorbed fees. With credit card fees applied before the deposit deduction and deposits carried at their full collected amount, the fee collected on a deposit stays on your books — margins and reports reflect what was actually charged.
• Breakups everywhere. Estimate, customer confirmation, income, payment screens, and the Payments list all show the same actual-versus-fee split, so every number reconciles with every other.
  

🎉 Available Now

The transparent convenience fee workflow is live end to end — pricing, estimate deposits, the customer's e-sign confirmation, Request and Receive Payment, work order income, and the Payments list. Set your fee on the service type once, and every card payment explains itself.

The last look at an estimate is now also the last chance to fix it — without stepping backward. The Estimate Preview step gains a Quick Edit panel that puts the details you most often catch at the end right beside the rendered PDF: title, expiration date, send-from address, contact details, display options, deposit, and every text section.

Change a value and the PDF regenerates on the spot, with the change saved into the estimate itself. And a new expiration-date check warns you when an estimate would expire before its first activity date — before it ever reaches the customer.

✨ What's New

• Quick Edit panel on the preview step — edit the Estimate Title, Expiration Date, Send From email, contact name/email/phone, Show Total On Top, Show Survey Summary, the deposit (required toggle, amount and type, deposit notes), and the Overview, Scope of Work, Additional Notes, and Terms & Conditions sections — all next to the live PDF.
• Live regeneration, real saves — every change re-renders the PDF immediately and is saved to the estimate — these aren't preview-only tweaks.
• Contact edits that follow through — updating the contact's name, email, or phone updates the contact record and the linked work request when the estimate is saved — the panel says so right where you edit.
• Expiration-date safety check — if the expiration date falls before the estimate's first activity date, a warning offers to jump you straight to the date field (the default) or continue after confirming.

👥 Who This Is For

• Sales reps and estimators — who spot a typo in the title, a wrong phone number, or a missing deposit at the final preview and can now fix it in place instead of paging back through the wizard.
• Owners and sales managers — who want estimates to stop going out with expiration dates that lapse before the move even starts.
• Back-office staff — who benefit from contact corrections flowing into the contact record and work request automatically.

🧭 How to Use It

1. On the estimate's final Estimate Preview step, click Quick Edit — the panel opens beside the PDF with an "Up to date" indicator.
   
   
2. The top of the panel covers Estimate Details (title, expiration date, send-from address) and Contact — with a reminder that contact edits update the contact record and work request when the estimate is saved.
   
   
3. Below sit Display Options, the Deposit block with a live calculation (including convenience fees where configured), and every Text Section with its template and an Edit button. Each change regenerates the PDF immediately.
   
   
4. If the expiration date is earlier than the estimate's first activity date, a warning appears before you send. Change Expiration Date (the default) jumps to the date field and highlights it — in Quick Edit on the preview step, or on the Estimate Details step otherwise; Continue With This Date keeps it after a second confirmation.
   
   
5. Nothing has moved: the Signature step still offers all of these options in full. Quick Edit simply saves you the trip back when you're one click from Save & Send.
   
   

🔎 Good to Know

• Contact fields follow permissions. The contact name, email, and phone in Quick Edit are editable only for users with contacts permission — greyed out for everyone else.
• Every quick edit is on the record. Changed fields are logged internally for future reference — nothing extra is shown to the customer.
• The highlight knows when you've arrived. After choosing Change Expiration Date, the highlighted date field returns to normal as soon as you click into it.

🎉 Available Now

Quick Edit is live on the Estimate Preview step, and the expiration-date check guards every estimate on its way out. Preview, polish, and send — all from one screen.

Multi-day jobs get two more timing controls. Alongside the existing Tip and BOL Confirmation options, Settings → Crew App → General now lets you decide when the Rating & Review popup and the Pay Now button appear on a multi-day job: on the First Work Order, the Last Work Order, or All Work Orders.

Ask for the review once at the end instead of every day, and collect payment exactly on the day your workflow calls for — especially handy for companies using Carry Forward.

✨ What's New

• Show Rating & Review For Multi-Day Jobs — choose whether the Rating & Review popup appears when finalizing the First Work Order, the Last Work Order, or All Work Orders.
• Show Pay Now Button For Multi-Day Jobs — the same three choices control when the Pay Now button is available on the payment screen.
• Same familiar pattern — both settings sit right below the existing Tip and BOL Confirmation multi-day options and work the same way.
• Defaults keep today's behavior — both settings default to All Work Orders, so nothing changes for your crews until you decide it should.

👥 Who This Is For

• Companies using Carry Forward — that don't want crews collecting payment on every work order and prefer settling on the first or final day of the move.
• Operations managers — who want the customer asked for a rating once — at the moment that fits the job — rather than at the end of every day.
• Crews in the field — who see the review popup and the Pay Now button only on the day the company intends.

⚙️ How to Configure

1. Go to Settings → Crew App → General → Default. Below the Tip and BOL Confirmation options you'll find Show Rating & Review For Multi-Day Jobs and Show Pay Now Button For Multi-Day Jobs — pick First Work Order, Last Work Order, or All Work Orders for each.
   
   
2. In the Crew App, the Rating & Review popup now appears at finalization only on the work orders your setting allows — stars, a review box, and Skip/Submit as usual.
   
   
3. The Pay Now setting shapes the whole close-out. On work orders where it doesn't apply — for example, day one when Pay Now is set to Last Work Order — the Finalize Work Order screen shows a Next button instead of Payment.
   
   
4. Next opens the payment screen with Carry Forward and Complete Job — the day's balance rolls into the next work order and the crew completes the day, no payment collected.
   
   
5. On the configured work order — the last day in this example, or every day with All Work Orders — Finalize Work Order shows the Payment button as usual…
   
   
6. …and the payment screen offers Pay Now (alongside Carry Forward, per your configuration) with the full picture: any balance carried from prior work orders appears as Amount Due From Prior WO, so the crew collects everything in one payment and completes the job.
   
   

🔎 Good to Know

• App Permission comes first for Rating & Review and Carry Forward. Both are also governed per service type under Settings → Crew App → General → App Permission — if Rating & Review or Carry Forward is unchecked there for a service type, it won't appear in the Crew App at all, regardless of the multi-day timing set on the Default tab. Pay Now has no app permission; its timing setting is the only control.
  
  
• No change until you change it. Both settings ship set to All Work Orders — exactly the current behavior — so existing workflows are untouched after the update.
• Each setting is independent. Collect payment on the first day and the review on the last, or any other combination — Rating & Review, Pay Now, Tips, and BOL Confirmation are all configured separately.
• Multi-day jobs only. Single-day jobs finalize exactly as they always have.

🎉 Available Now

Both settings are live under Settings → Crew App → General → Default. Set them once to match how your company runs multi-day jobs, and the Crew App will ask for reviews and payments on the right day — and only the right day.

Your fields can now follow your locations. Every custom and module field carries a Locations selector in its settings — pick the locations where a field should be hidden, and it disappears from that module's pages for those locations while remaining fully visible everywhere else. Each branch sees exactly the fields it works with, all from one central Fields screen.

✨ What's New

• Locations selector on Edit Field — the Basic Details step of any field now includes a Locations dropdown; the locations you select are where the field is hidden.
• Applies across the field's screens — a hidden field is removed from the module's pages for the chosen locations.
• Works in every module — the Fields screen covers fields across your modules (Work Requests, Leads, Companies, and more), and each one can have its own location visibility.

👥 Who This Is For

• Multi-location companies — where one branch runs military work or storage programs and another doesn't need those fields at all.
• Admins — who tune each location's screens centrally instead of asking staff to ignore fields that don't apply to them.
• Sales and operations staff — who get shorter, cleaner forms with only the fields their location actually uses.

⚙️ How to Configure

1. Go to Settings → Fields, select the field on the Fields tab, and click Edit.
2. On the Basic Details step, open the Locations selector and choose the location(s) where this field should be hidden, then continue and save.
   
   
3. That's it — the field no longer appears on the Add, Edit, or List pages of its module for the selected locations. All other locations keep it exactly as before.

🔎 Good to Know

• Per field, per location. Each field has its own location list, so you can hide different fields at different branches.
• Nothing is deleted. Hiding is a visibility setting — remove a location from the list and the field reappears for that location.
• One central screen. All of it is managed from Settings → Fields, alongside your existing field and group configuration.

🎉 Available Now

Location-based field visibility is live under Settings → Fields. Pick a field, choose where it should be hidden, and every location's screens show just what belongs there.