Ana Marquez
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Activity overview
Latest activity by Ana Marquez-
Ana Marquez created an article,
Document Flows: Sending Documents
Overview Document flows can now be sent directly from the Project page using the Email widget. Customers receive these documents in a similar way to quotes and confirmations, allowing them to revie...
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Ana Marquez created an article,
Document Flows: Settings & Setup Guide
Overview Document flows are fully customizable sets of documents that a company can choose to send to a customer. These document flows serve as a more generic version of Quotes and Confirmations an...
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Ana Marquez created an article,
How to Cancel a Project & Remove a Job
Overview Project cancellations are now a project-level action. When a project is cancelled, we retain key information such as jobs, dates, revenue, and status. This enables comprehensive reporting ...
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Ana Marquez created an article,
Export Leads to Smart Moving
Introducing Lead Export to Smart Moving With the latest update, Copilot now supports exporting leads directly to Smart Moving. This integration allows companies to seamlessly transfer lead informat...
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Ana Marquez created an article,
Job Started & GPS Triggers
Overview We have introduced a new trigger for "Job Started," as well as four new GPS-related triggers that can be utilized to send notifications to customers or the crew. These new triggers enhance...
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Ana Marquez created an article,
Notifications to Office Staff
Overview We have 3 new triggers for project automations to handle when the office staff assigned to a project is changed. This can be used for notifications to inform the newly assigned person that...
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Ana Marquez created an article,
Send Proposals: Quote & Confirmation
Overview We have two new actions that can be added to any project automation: Send Quote and Send Confirmation. These actions allow the company to completely automate the booking process and get a ...
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Ana Marquez created an article,
Custom Payment Methods
Overview Supermove now enables companies to create and manage custom payment methods, ensuring flexibility in capturing all the different ways payments are collected from customers. By categorizing...
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Ana Marquez created an article,
Managing Billing Tables
Overview Previously, modifying data tables required accessing the original source file, making updates, and re-uploading the file—a process that could be time-consuming. With this update, each data...
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Ana Marquez created an article,
Reports Library Guide
Overview With our new Reports Library, managing and navigating reports in Supermove has become easier and more efficient. Many of our customers maintain more than the standard five global reports o...