231 results found
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Commission Statement Detail
I would like to have additional columns added to the Commission Statement Detail (Bus. Category - Financial) table from Enterprise BI. The columns I need are from the Order Information (All Orders) (Bus. Category - Order Information) table. I would like the Commission Statement Detail table to also include the ability to select from the BI Tool the columns: LeadSource, TypeOfMove, Commodity, Authority Type.
1 voteThe fields are available for this view in Version 2023 R06 of MoversSuite.
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Order History - include Revenue Clerk
In Order History, we would like to see the Revenue Clerk changes. As times change and we grow the data in Movers Suite is extremely important for it to be accurate. We have required Account Profiles on every order and we have set up our default Revenue Clerk based on the Account Profile. I am still finding orders where the Revenue is not correct. The revenue clerks have tasks/reports to help them find their orders. (We want all revenue clerks to work out of Document Management, not waiting for paperwork to appear on their desk.) I need to see how…
1 voteThis improvement has been added to MoversSuite at 2022 R09. Thank you!
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BI Tool View Update
Would it be possible to add journal date to the view Order Information?
1 voteJournal Date available through "Revenue Entry" and "Revenue Entry Revenue Only" views. You can group by order number, etc.
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BI Tool View
In the BI Tool view Crew Actuals I would like to add the field "leadcrewname" (located in the local dispatch grid)
2 votesThis improvement is available in MoversSuite Version 2022 R08.
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BI Tool SIT View
I would love to see Order Status and Revenue Clerk in the SIT view in the BI tool.
1 vote -
MSCrew Work Ticket Number
Can you please add the work ticket number to the main order information in MSCrew? Currently, in order for anyone to see the work ticket number on an order, they have to tap on the order. When dealing with multiple work tickets for the same job on the same day, it's impossible to find the service ticket you should be working on quickly. See attached image for what I mean.
1 voteThis is fixed and will be available in the next release of MSCrew (iOS and Android).
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SIT Expiration added to BI Tool
We need the SIT Origin Expiration Date and SIT Destination Expiration Date added to the BI Tool for reporting. This will be the easiest way to run a report and track any storage authorizations that are nearing or have met their expiration date.
1 voteThis functionality is currently available.
The expiration date associated to SIT is available through the BI Tool as SITToPermDate. Use this field in conjunction with the SITType to determine the expiration at Origin or Destination.
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Make Crew Activity Inactive
Give us the option to mark a specific type of Crew Activity inactive. Trying to keep it simple for the crews punching in/out on MSCrew.
1 voteThis change is in the next release of MSCrew (iOS and Android). Thank you!
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Add Shipper name to the view Crew Actuals.
This will allow people writting reports in the BI tool to better identify punches from MSCrew
1 voteThe change was implemented in Version 2021 R10 of MoversSuite.
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SIRVA Statment Import
Bring the order debits and credits in together for easier payment applying and reconciliation. Currently everything is brought in individually and all credits are brought in under the order, then name and debits are brought in with the name only so you can't even sort by column description to see them together.
5 votesImplemented in Version 2022 R11,
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Discount field available for reporting in the BI Tool
Make the discount field under the billing information tab in Order Information available as a reporting field in the BI Tool under business category Order Information and Main of Order Information
24 votesImplemented in release 2020 R20.
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Bookmark the order notes
With Techmate Notes not exporting to FirstMate, I need to be able to send a document to sales staff that shows all of the notes on the lead as it contains information they require to perform an estimate.
1 voteImplemented fully with release 2020 R25. Refer to the Order Notes Private and Order Notes Public bookmarks when designing your forms.
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Name, Address, Phone tab
Add a section similar to current information to allow for listing of Spouse/Domestic Partner's Name, Phone & email address
1 voteAlong with adding a custom phone number, you now have the ability to add any number of labelled email addresses within MoversSuite from Release 2020 R24.
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1 vote
We have several custom integration platforms to assist your developers or third party developers. Refer to the Custom Integrations topic within the Online Help.
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BI Tool Reporting Fields
Add Service branch or assigned branch under the Business category dispatch, main category equipment actuals.
We are needing to use this feature to track our O&I equipment but need to be able to run a report based upon the branch so we need the Service Branch added
25 votesThis change is in Version 2021 R21 of MoversSuite.
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Date sorting - Please fix the date sorting!
Please fix the date sorting option in order entry local services tab. It is not sorting by date and it makes it very hard to go to the work ticket on the date that you want to edit. It is not sorting by date for the year or even some of the dates sometimes and when you have a massive warehouse project going on, this makes it very time consuming to find the correct ticket that you are looking for. I also would like to import it into excel in date order so if I can sending a schedule to…
5 votesFixed in release 2020 R06.
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Emailed invoices from recurring billing don't save to Document Management
Right now, invoices emailed when recurring billing is run do not save in document management. We need that fixed.
14 votesImplemented as part of MoversConnect Email in 2022 R23.
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texting hyperlink
We would like to use texting to get more reviews online, and send the customers a hyperlink to our review space. Can you please add the ability to include a hyperlink in the texting.
1 voteThis feature is to be implemented in case MOV-5467 in an upcoming release of MoversSuite.
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crew start time desplay in local dispatch screen
add crew start time to local dispatch screen
4 votes -
move coord as text sender
CURRENTLY, TEXT MESSAGES SHOW THE SENDER WHICH MAY BE A BEHIND THE SCENES PERSON. ALL TEXT MESSAGES MUST SHOW MOVE COORDINATOR AS AUTHOR TO NOT CONFUSE THE CUSTOMER
1 vote
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