Ana-Marquez
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Activity overview
Latest activity by Ana-Marquez-
Ana Marquez created an article,
Automations: Stop with Tags
Overview Tags are a powerful tool that companies can use to track and document specific actions on a job or project. With this release, companies can now leverage tags within automations to conditi...
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Ana Marquez created an article,
QuickBooks Client Mapping
Overview You can now view customers from your accounting integrations directly within Supermove. This enhancement allows you to access data from external systems like QuickBooks and establish a dir...
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Ana Marquez created an article,
QuickBooks Item Mapping
Overview In this article, we’ll explore how the latest updates simplify the process of connecting Supermove Bill Items to QuickBooks Products & Services. You can now manage the entire linking proce...
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Ana Marquez created an article,
Job Timesheet and Crew Hours/Tips
Overview The Job Timesheet feature in the Office App provides a consistent way to view and modify job timesheets and crew hours. It includes two types of timesheets: the standard timesheet and the ...
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Ana Marquez created an article,
Storage Invoices & Payments
Overview We've made managing invoices on the Office App a breeze with our new, intuitive interface! Now, you can easily view, send, finalize, and export Storage invoices from a quick view. In this ...
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Ana Marquez created an article,
Images on Documents
Overview Supermove now lets you enhance your documents with images! You can upload any image under 10 MB, including logos, tables, and more. This exciting feature is available for Quote and Conf...
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Ana Marquez created an article,
Edit Per Bill Item
Overview Note: This article is only relevant to those utilizing the new Billing functionality released in May 2024 Introducing a new way to edit individual billing items on customers' invoices. We ...
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Ana Marquez created an article,
How to Record a Payment
Overview This article covers how to process and record a customer's payment through the Project page. We will go through the option to: Record payment Charge a credit card Manage credit cards To ...
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Ana Marquez created an article,
Automations on the Project Toolbar
Overview The Project page has all the convenient tools you need to maximize your efficiency. Now, the side toolbar includes a new tab for Automations. This addition enables staff to easily track al...
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Ana Marquez created an article,
Cancelled Project/Job Trigger
Overview Three new events (triggers) have been added to Automations to assist with handling cancelled and completed jobs/projects. These triggers are designed primarily for Automations that send no...