Ana Marquez

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Articles

Recent activity by Ana Marquez Recent activity Votes
  • 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...

  • 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...

  • 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...

  • 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...

  • 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 ...

  • 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...

  • 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...

  • 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...

  • 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...

  • Job Timesheet & Crew Hours

    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 ...