Ana Marquez
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Articles
Recent activity by Ana Marquez-
Send Proposals Automation: 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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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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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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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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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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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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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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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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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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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...