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MoversSuite Enhancements

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MoversSuite Enhancements

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232 results found

  1. Service date should default to "single date" instead of TBD. Single date is used more on a daily bases.

    8 votes

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    1 comment  ·  Dispatch  ·  Admin →
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  2. It would be helpful if we could pull the Purchase Order Number and bookmark this in our letters for reference to any account or company that provides us with a Purchase Order Number

    1 vote

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  3. Since driver advance limits are tied to the estimated linehaul, advance amounts can be manipulated simply by increasing the estimated linehaul.

    2 votes

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    0 comments  ·  Advances  ·  Admin →
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  4. Please add bookmark for "code of service"

    14 votes

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    Code of Service is available as a Letter Management bookmark. It is documented under the Military group when inserting bookmarks. This field has been available for quite some time.

    We also recently added SSN to display a obfuscated SSN that includes only the last four digits of the SSN. This change was completed back in 2016.

  5. allow for valuation to be a required field.

    2 votes

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  6. Bookmarks: Please add BookMarks for Extra Pick up and Extra Delivery Addresses.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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    Two versions of Extra Stop bookmarks are available in Forms Designer in release 2020 R15, with a final change in 2020 R25. See the Extra Stops Table listed under the Order Information and Local Services categories when designing your forms.

  7. When listing an extra stop address under the extra stop information, it would be helpful to have it print on the work ticket like it used to do. Now it will only print if the address is attached with a local service, even if it's listed in the extra stop tab. We have to remember to attach the address to any service that includes that address.

    45 votes

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    After careful consideration and review of input from a variety of people wishing to add this feature back and others wishing not, we decided to focus on building into our Forms Designer (formerly Letter Management) the ability to create your own Work Ticket forms. With these forms, you have the option to display Extra Stops at the order-level only and/or display all stops explicitly set on the service.

    Feel free to reply to me for further inquiry on this subject.

    Also, we put together a help page for those of you wishing to learn more about building your own Work Tickets, including templates. Here’s a link to this page: https://ewsgroup.com/blog/faqs/work-ticket-templates/

    Thank you!

  8. In the MoversSuite Email - We would like the Participating Agent's Emails to be available through the To: button. We would like to be able right click in DM and send to email and be able to choose at least 2 email contacts from the Agents tab. Right now you can only click one and only through the agents tab email button.

    1 vote

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  9. Add a button for Shipment Details to Revenue Entry so Billers don't have to go back to Special Services module to see the data.

    1 vote

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    0 comments  ·  Billing  ·  Admin →
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  10. In a recent update the ability to have service employees with overlapping hours was included. Please make an adjustment so this restriction can be on a employee by employee basis or a labor type by labor type basis. We use temporary help during our peak so this restriction means we will have to add additional temp employees to our personnel just to be able to fill out service tickets. This seems counter productive when before the update we could just use the same temp employee.

    4 votes

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  11. 5 votes

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  12. When searching for orders, it would be nice to have a purchase order option to find orders.

    1 vote

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    completed  ·  0 comments  ·  Admin →
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  13. 1 vote

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  14. Please add discounted linehaul as a field you track in order history. It seems like almost every field you can see how it was changed, except this one.

    2 votes

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  15. In the task list add a dependency date option for "Estimated pack or load Date".

    1 vote

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    0 comments  ·  Tasks  ·  Admin →
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    Refer to the Dependency Dates of “Pack Date” and “Load Date.” These two fields point to the first date in the Range spread. Let me know if this is not what you were looking for. Refer to the Task Dependency Dates topic in the Online Help for a complete list.

  16. I am unable to edit a revenue line item description after it was generated. I did attach a 3rd party, but I did not include the item on an invoice.

    1 vote

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  17. I would like to see the EE fields become an option under the required fields setup to help with the tasks use. If the users are not entered early on then things get missed. Ex. Sales, both coordinators, and revenue entry.

    1 vote

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    0 comments  ·  Tasks  ·  Admin →
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    You can specify the following when establishing Field Requirements (i.e. Required Fields) in MoversSuite: Logistics Coordinator, Revenue Clerk, Salesperson, and Transportation Coordinator. Each of these is validated when defined. Please let us know if there are any additional employees you want included in the Field Requirements.

  18. The response for "self-haul authorized" does not reference the Customer's name or Estimate Number.....
    Also need to have the "No Self-Haul" response generated to the customer service rep.

    1 vote

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  19. We would like the option to have this field a required field.

    1 vote

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  20. We would like to have the option of making this a required field.

    1 vote

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