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MoversSuite Enhancements

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MoversSuite Enhancements

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573 results found

  1. Right now the credit limit notifications only take into consideration a customer's current A/R. It would be helpful if when booking a move the notifications take into consideration the customer's current A/R and the estimated charges on the order that the move coordinator is attempting to book. Basically adding the two numbers to determine what, if any, notification needs to be sent or the customer blocked from booking to it.

    2 votes

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  2. It would be good to have the option by user to have texting open when MS is opened.

    2 votes

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  3. It would be good to have the option by user to have texting open when MS is opened.

    2 votes

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  4. When we do not have an estimate for download from Unigroup to match and the order is being registered by the vanline and we do not have the order number yet, can the downloads be made to search for the GBL number on the Military page to match to our Lead?

    2 votes

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    1 comment  ·  Admin →
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  5. Add the column for Customer #. We create tasks for credit checks and if there was a column with the customer # or name that is attached to the order that would be helpful

    2 votes

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    1 comment  ·  Tasks  ·  Admin →
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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. It would be great that local dispatch module would require that the crew and equipment/truck is assigned before the workticket can be generated. This would force local dispatchers to enter this information to enable easier BI Tool reporting and consistent use of the system for companies that have multiple locations.

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  15. Is it possible to have the emails include origin city, dest city and estimated weight?

    2 votes

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    1 comment  ·  Admin →
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  16. You can put service instruction on the service in the order but are only able to view them there. It would be nice to have that tab available in dispatch to see.

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  17. We need to be able to change info in the description field in payment management . We have multiple companies and sometimes we put the wrong thing in. Rather than having to void the whole deposit if we could just fix that field we wouldn't have to

    2 votes

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  18. 2 votes

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    1 comment  ·  Admin →
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  19. With so many containerized/converted shipments it would be helpful to be able to sort tasks by Hauler. This would streamline tracking by making it easier to identify all orders on a specific driver or common carrier.

    2 votes

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    1 comment  ·  Tasks  ·  Admin →
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  20. In Order information under the agents tab, there's a field with the van # it'd be nice if the drivers name was there.

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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