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MoversSuite Enhancements

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MoversSuite Enhancements

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562 results found

  1. Can you add a selectable column so the crews phone numbers will be visible in the assign crew list?

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  2. On the Name, Address, Phone section Add a place to put the customer's spouse along with a phone number, email in one section. Also include a place to list a family member who is assisting with move.

    1 vote

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  3. The ability to use a different ERP (i.e. Sage Intacct) for ease of use.

    1 vote

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  4. When a lump sum has been posted to an account for multiple shippers/customers, there is no capability to see how much of that lump sum was applied to each invoice/work order. The remaining balance does no good when trying to research how much has been applied to each shipper/customer.

    2 votes

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  5. When running IDLE report, show under the person who created the service based on their log-in vs showing under the order coordinator.

    This will allow when there's an idle service to advise the person who created the service instead of the coordinator who may or may not be aware of the service.

    I've added the email communication explaining from the case I submitted.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  6. Add a screen where shop managers can schedule services on equipment. Add a user type of "Shop" that allows access to the equipment admin. Any scheduled equipment services turn the status square red on the dispatch screen.

    2 votes

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  7. Ability to import Account Profile and Order Number on the UGLP Vendor Connect Interface. The Account Profile and Order Number (along with the Move Type, Commodity, and Authority) are important fields that will accurately fill more information in Movers Suite. I have already requested that The Move Type, Commodity, and Authority be added to the Account Profile. If those are added to the Account Profile, then for the UGLP we would only need the Account Profile and the Order number added to the UGLP integration. If these fields can't be added to the Account Profile, then we would like them…

    23 votes

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  8. Since the cc charges are by branch in MSS, the branch info should come over on the CSI pay report to make separating charges by branch much easier.

    1 vote

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  9. I would like to see the Equipment Type in the Long Distance Dispatch Grid

    15 votes

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  10. Ability to add supporting documents/ files to Payment Management deposit batch to support journal/AP/CR entries

    1 vote

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  11. We would like when we create a form for a specific order for it to save to document management in a editable format.

    1 vote

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  12. Can you look into connecting the "DocViewer" to an AR Credit & Collections Customer? The thinking is it would be nice to upload the "Receivables Report" that a collections rep sends to each customer. That way, if the customer reaches out when the rep is OOO. Someone else can easily send the same report again without having to recreate it.

    2 votes

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  13. Would like the ability to add a percentage to credit card payments for a convenience fee.

    1 vote

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  14. Ability to lock required payment for customer online payments made. Dont want the ability to change amount that has to be paid.

    1 vote

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  15. I suggest you add a date category for Last Month /Last Year so that you can compare the same month that would appear when selecting Last Month to the same calendar month for the prior year.

    1 vote

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  16. Items that show up within drop down menus in moversuite should be able to be deactivated so they do not show in drop down menus. For example we have many lead sources that are no longer being utilized so we would like to be able to deactivate these items so the drop down menu is cleaner and easy to sort through

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  17. Each attempt to pay via credit card link should create a note if approved or declined. Customers reach out and we have no knowlege of attempts if we can't see them. We live in notes so that would be super helpful.

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  18. Can the lead source be added to be visible on the revenue entry module? The billers don't use the order info module be need to know the lead source. It would be nice to not have to toggle between the 2 modules.

    2 votes

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    0 comments  ·  Billing  ·  Admin →
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  19. If a customer is marked as inactive in GP, that customer should not be able to be chosen in MS on new orders.

    2 votes

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  20. Make Cell Phone number a required field when booking an order

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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