Newsletter: January 2024

NEW: Admin for operations role, SMS automation trigger, timesheets beta and more.

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👋 Hey there,

Here's what you'll learn in this month's customer newsletter:

• NEW: Send SMS Automation
• NEW: Date & Time Variables
• NEW: Additional Billing Variables
• NEW: Payments Transaction Errors
• Support Education Series: Billing in the Office App 
• Featured Articles this Month:
• Watch the AI Sales Co-Pilot Teaser Video

NEW: Send SMS Automation

We have updated the Send SMS automation action to include additional options. Now you can send SMS to internal office staff in addition to customers! There are 3 types of SMS template categories to choose from: Movers, Customer, and Office. You can specify for specific people to be notified or specific roles such as the salesperson or coordinator. 

NEW: Date & Time Variables

We have added two new variable types that can be used with billing engine: Date and Time variables. This can be used with automations to set variables (such as hourly rates, flat fees, etc) based on the move dates.

If you would like to make adjustments to your formulas to incorporate the day of the week, day of the month, peak vs non-peak, etc, please reach out to [e-mail]. These requests will be actioned in the order they're received and we do expect a high volume of requested updates with this new feature. We appreciate your patience as we make these changes on your behalf!

NEW: Additional Billing Variables

For project variables, this list includes:

In addition to date and time variables support, we also added new variables that are automatically set when the jobs and projects are updated.

• Project Start Date
• Project End Date
• Project Branch - For multi-branch companies, this variable represents the assigned branch.

For job variables, this list includes:

1. Job Start Date
2. Job End Date
3. Job Arrival Window Start
4. Job Arrival Window End
5. Primary Labor Source - For each job, this variable represents the assigned primary labor source that is set via the dispatch module.

These variables can be used in documents, email templates, and billing formulas. Reach out to [e-mail] with any questions or ideas on how you might want to utilize this for your company. 

NEW: Payments Transaction Errors

On all apps where we accept payments (Office, Crew, Customer), we now surface the underlying error code that we receive from the payment processor. This will help your office staff, movers, and the customer understand why a particular transaction fails to charge.

Support Education Series: Billing in the Office App

To kick off the New Year, the Supermove Support Team will spend time walking through Billing in the Office App.

We will cover Adding and Updating Bill Items and Rates, Applying Discounts and Surcharges, and how to ensure the final bill will populate as expected upon Job Completion. If you're new to Supermove or just looking for a quick refresh, this is a great opportunity to learn!

Please see the registration options below

• Session 1: Tuesday, January 9th @ 11:00 AM EST
• Session 2: Thursday, January 11th @ 11:00 AM EST

Note: the same content will be covered in both sessions

Featured Articles this Month:

1. Understanding declines and failed payments
2. Introduction to Billing Engine
3. Automations: Send SMS (Text Message)

Watch the AI Sales Co-Pilot Teaser Video

Our latest trends report shows Chat GPT & AI as the #1 interest for movers.

The timing couldn’t be any more perfect. Introducing: AI Sales Co-Pilot for moving companies that can be used with any CRM or no software at all.

• Have AI do your data entry for you
• Comes with phone / voip recordings and automatic insights
• Putting an expert sales coach in every rep’s back pocket to handle objections, draft great follow ups, and remind them what to say

If you're curious, check out the video and join our wait list here.

Supermove, Inc, 548 Market St PMB 18007, San Francisco, California 94104-5401, United States