Hope your busy season is off to a great start! This newsletter covers key releases from initiating & tracking refunds to sending text, emails, and initiating calls through Copilot and much more
I’m Nick, the Head of Customer Support at Supermove. Hope your summer is off to a great start!
Nick Miller
Head of Customer Support @ Supermove
Payment Refunds
Refunds can now be initiated directly from the project page—no need to separately process them through the Payments section. Once submitted, the refund will appear both on the project page and in the Transactions tab for full visibility.
💡Note: If you're refunding a payment and need to zero out the balance, be sure to apply a discount or make another pricing adjustment manually. This step is not automated, as customers may handle refunds in different ways depending on the situation.
Conversation Inbox Actions
From both the Conversation Inbox and the Conversation Widget, staff can now send text messages, emails, and initiate calls through Copilot—all in a single view. These new tools make it faster and easier to respond to customers as soon as they reach out.
Duplicate Project Improvements
The "Duplicate Project" feature now supports copying more than just project details. When duplicating a project, you can now choose to include:
Surveys
Jobs
Assigned Movers
Assigned Trucks
Billing Information
This feature is currently in beta and will roll out to all customers over the next few weeks.
Marketing Milestones in Lead Providers Portal
Supermove now supports marketing milestones to better track project attribution. Milestones such as “first touch,” “lead created,” and “last touch” can now be recorded through integrations in the new Lead Providers portal.
Support Education Series: Setting up Two-Way Email & Utilizing the Conversations Inbox
This July, our Support Education Series will focus on how to Set Up Two-Way Email and leverage the Conversations Inbox to streamline and centralize all customer communications in Supermove. Whether you’re new to the email features or looking to deepen your usage, this session will help ensure nothing falls through the cracks.
What we’ll cover:
How to connect your company email to enable full two-way communication in Supermove
A walkthrough of the Conversations Inbox
Best practices for email organization, replying to customers, and staying on top of high-priority messages
Open Q&A—bring your questions and workflows!
Join us on the 4th Wednesday of every month for key insights 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