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title: [Customer Newsletter] Accounting, van line and copilot updates
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I’m Andrew, from the Supermove Product Experts team!  Enthused to share that we’ve been cooking a number of fresh updates to equip you with more accounting tools and customization.

| View in browser Hi Supermove Customers,   Happy New Year from your Supermove Product Experts team!   Enthused to share that we’ve been cooking a number of fresh updates to equip you with more accounting tools and customization, along with improved metrics dashboards. Without further adieu, let’s pull back the curtain Andrew Moncada  Supermove Product Experts Beta: Delivering Invoices to Multiple Clients Invoice capabilities are getting an upgrade! Need to send an invoice to an individual or business that isn’t the shipper? You’re in luck — invoices can now be sent to different clients on a project. The new send invoice experience allows selecting a different “Bill To” client and also shows a document and email preview before sending.   This feature is currently in beta – if you’d like to utilize this new feature early and provide feedback, please reach out to product@supermove.com with the subject line “Send Invoice Beta”. Beta: Customized Job Invoices Previously, especially with multi-day moves, Supermove required all services to be listed on a single invoice. But now, the platform can automatically create new, separate invoices for each job on the project. This setting can be enabled per project type so it does not need to apply to all different project types.   This feature is currently in beta – if you’d like to utilize this new feature early and provide feedback, please reach out to product@supermove.com with the subject line “Job Invoices Beta”. Sirva & UniGroup Van Lines: Multi-Branch Project Creation Our Van Line integrations now support mapping Agent IDs to specific branches in a multi-branch setup. This allows the projects to be created under the correct branch for both Franchise and Corporate branch setups. Copilot: Company Dashboard  We launched a new Company Dashboard in the admin settings on Copilot. This allows you to see at a glance how many calls have been made, projects created, and projects booked. You can also filter and segment the data between salesperson and voice agent calls. Copilot: Automations & Call Variables Automations can now be created and managed via the Copilot app. We also added new variables that can be used in Email & SMS Templates to send the latest call summary or a link to the latest call URL. Support Education Series: Updated Sales & Copilot Dashboards   This December, our Support Education Series will spotlight the updated Cost & Compensation module ~ a new way to manage how you track and assign compensation for your team. With individual rates for movers and sales staff, plus automation that adds compensation items based on project roles, you’ll have more control and efficiency when managing your team’s costs.   What we’ll cover: Overview of the updated Cost & Compensation module and what’s new Overview of the Sales and CoPilot Dashboards and how they work How to set, edit and adjust the dashboards so they retrieve information most helpful for you and your team Open Q&A with Support Join us on the 4th Wednesday of every month for expert tips to help you get the most out of Supermove. Check your calendar for the invite ~ attendance is optional but highly encouraged!   Have questions? We're here to help! Reach out anytime at help@supermove.com Featured Articles this Month Support Education Series: Cost and Compensation Managing Cost and Compensation Settings Copilot Overview Customer Highlights Atlanta Peach Movers has been on an incredible growth trajectory—doubling their business (100%) year over year, and proudly claims the title of Atlanta’s #1 moving company.  Watch the Video And that’s a wrap!   Andrew Moncada Supermove Product Experts Supermove, Inc, 548 Market St PMB 18007, San Francisco, California 94104-5401, United States |
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