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MoversSuite Enhancements

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MoversSuite Enhancements

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  1. MS Texting: When you open the MS Texting, the previous conversations should automatically populate. What happens if you close out over night and someone responds? Unless you open that order again you will not see the response. Maybe open anything active for the last 30 days or 10 days? Not sure what a good time frame would be.

    2 votes

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  2. When you fill in the number of days authorized and the actual in date, it will automatically fill in the Expiration date however, it calculates the first day of COD instead of the last day of authorized SIT.
    For instance, if a customer is authorized 90 days of storage and the shipment arrives to the warehouse on 10/29/18, the Expiration date fills in as 91st day, 1/27/19 instead of the 90th day (1/26/19). So when we quote the expiration date to the customer, we have to deduct one day from the expiration date that shows in the system.

    11 votes

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    1 comment  ·  Admin →
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  3. Have the an order pop on the screen when an incoming phone caller id matches a phone number of an order in Movers Suite.

    3 votes

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  4. I'd iike the ability to freeze columns on local dispatch day page so they stay at the left of the screen as you scroll right. For example, this could allow us to freeze the Shipper's Name and/or Crew Names in place so we could see them as we scroll for more information on the job.

    3 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  5. posting date and clerk be added to the claims module after a transaction has been generated. like in revenue screen

    3 votes

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    0 comments  ·  Claims  ·  Admin →
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  6. Need a bookmark that includes “Billing Information City, State, ZIP” all together as one, rather than having to bookmark all 3 in a letter.

    2 votes

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  7. Having the lot number on this report would make it easier to look up orders if needed

    3 votes

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  8. user defined fields - Please add more System Wide User Defined Fields

    3 votes

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  9. make emails sent thru MS an actual physical email in lieu of pdf doc in images. Would like to take actual email and continue from that email.

    4 votes

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  10. I spent nearly 20 years using MS in the transportation industry. I have moved over to a labor only furniture installation company.

    This employer was not computerized I immediately began looking for a service software that was user friendly and as comprehensive as MS and it's been a struggle.

    I am in the process of converting them over to "Service Fusion", which most closely provided many of the services I found useful in MS. Unfortunately, it is still not quite right and I miss my Operations / Dispatch, notes, accounting and more.

    The one feature Service Fusion has that I…

    2 votes

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  11. If statement batches are created for debit items they should allow the items to automatically be posted to Unapplied items for the Vanline customer. The same should apply for orders that have credits to be applied to the Vanline customer and any different be applied to unapplied. This is a very time consuming process for a large agent that has thousands of transactions. The time would be well spent on other items.

    3 votes

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  12. Increase Task Definition from 25 to 35 characters to give a little more detail to CS.

    3 votes

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    0 comments  ·  Tasks  ·  Admin →
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  13. In Find Orders: Once I have filtered the type of orders I am looking for I would like to be able to export that list to Excel.

    2 votes

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  14. this feature is wasting time for our locations. I'm sure this is a valuable feature for some of your clients however we now have to enter the customer, then click the drop down. if you don't click on the exact line the customer disappears and you have to re enter it. very annoying and for us is not a valuable feature. Please remove this feature for our locations.

    8 votes

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    1 comment  ·  Billing  ·  Admin →
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  15. Allow automation to any warehouse by allowing drivers to book an appointment themselves by completing an online request. Also include a auto reply and confirmation process.

    This will free up staff to do work on more important tasks.

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  16. Sometime we have 2 of the same revenue groups in the transactions. When we use the reduction, the reduction shows up in the other revenue group than where the revenue item that was reduced was.

    2 votes

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    1 comment  ·  Admin →
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  17. using Ms Crew would like to see dispatch status added to order history

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  18. Is there a way that we could add the Estimate number and load date to show up somewhere on the Revenue side so we don’t have to go back and forth through revenue screen to order info. Screen??

    3 votes

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    0 comments  ·  Billing  ·  Admin →
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  19. Add Claims Bookmarks either to the existing ClaimItems bookmark or as additional bookmarks for letters

    2 votes

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    1 comment  ·  Claims  ·  Admin →
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  20. Can you please add a column for the cheque number to be shown on the GP inquiry.

    4 votes

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    0 comments  ·  Dynamics GP  ·  Admin →
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