Ana Marquez
- Total activity 101
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Activity overview
Latest activity by Ana Marquez-
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...
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Ana Marquez created an article,
Billing Items - Understanding TBD vs $0 Values
Overview Supermove now allows the addition of $0 items to bills, distinguishing them from TBD values across various components like variables, formulas, and the Crew App. This improves clarity betw...
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Ana Marquez created an article,
URL & Link Variables
Overview We are introducing a standardized approach for using URL and Link variables across all modules. This update ensures consistency in how we handle URLs and links in emails, SMS, and document...
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Ana Marquez created an article,
Log-in to Copilot
Overview With the latest release, we’ve made it easier for users to log into AI Sales Copilot. Previously, users were required to sign in using their phone number, which posed challenges for those ...
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Ana Marquez created an article,
Send Virtual Walkthrough SMS
Overview We are excited to introduce a new action that enables the automatic sending of a virtual walkthrough SMS to clients. This action can be easily added to any project automation, streamlining...
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Ana Marquez created an article,
Tip Payouts
Overview With the latest update, you can now edit the tip payouts assigned to individual movers. This feature allows adjustments to tips for multiple jobs within a project and across movers on a sp...
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Ana Marquez created an article,
Project Level Settings: Accounting
Overview In the Accounting section of Project Settings, you can manage the project's billing methods, sales tax rates, invoice and receipt handling, and email templates. These settings provide full...
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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...