Features & Updates including: Automations: Send Quote & Send Confirmation, Billing: Conditional Items (Overtime & Double Drive Time) [Beta] Documents: Sections & Columns and Copilot: Call Queues
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Customer newsletter (2)

 

đź‘‹ Hey there,

 

Here's what you'll learn in this month's customer newsletter:

  • Automations: Send Quote & Send Confirmation
  • Billing: Conditional Items (Overtime & Double Drive Time)
  • [Beta] Documents: Sections & Columns
  • Copilot: Call Queues
  • Support Education Series: Support Office Hours
  • Featured Articles this Month
  • 2025 Residential Market Outlook

Automations: Send Quote & Send Confirmation

We have launched several new automation actions and triggers, including:

- Salesperson & Coordinator Assigned
- GPS-related triggers for leaving the warehouse and arriving at the origin
- Sending Proposals, including Quotes & Confirmations

 

With these new actions and triggers, you can now fully automate the booking process. Once a lead form is submitted, a quote can be generated and sent to the customer instantly. When the customer accepts, a confirmation can be automatically sent to finalize the booking.

Automations

Billing: Conditional Items (Overtime & Double Drive Time)

Supermove's billing module now supports the automatic addition and removal of specific bill items based on customizable conditions. This feature is particularly useful for items like Overtime and Double Drive Time, which should only be included when certain job hours or conditions are met.

Billing- Conditional Items (Overtime & Double Drive Time)

[Beta] Documents: Sections & Columns

Supermove’s Document Builder is getting several upgrades over the coming weeks! We’re currently beta testing new features that allow you to organize content into sections and columns, as well as designate specific sections to be filled out at both the origin and destination within the same document.

 

If you’re interested in testing these new features and sharing feedback, please reach out to product@supermove.com with the subject line 'Documents Beta'

 

[Beta] Documents- Sections & Columns

Copilot: Call Queues

We’ve added call queue support to Copilot to help manage inbound calls and ensure they’re directed to the right person. Once a call queue is set up, any call to that number will ring all queue members at the same time, allowing the first available person to answer.

 

If no one picks up, the call will be forwarded to a fallback number, which can handle voicemail or escalate to another contact.

 

If you would like assistance setting up Call Queues on your account, please email accountmanagement@supermove.com with the subject line “Call Queues”.


Copilot- Call Queues

Support Education Series: Support Office Hours

This November, we're excited to bring you more opportunities to learn with our Support Education Series! Join us for weekly Office Hours sessions with our Support Team, starting this week and running through the third week of November.

 

During these Office Hours, we're here to answer your questions, share helpful resources, and provide insights into navigating the Supermove system.

 

Please keep in mind that these sessions are focused on system support and education; they won’t cover industry advice or account configuration changes.

 

Interested in joining? Check out the November schedule below:

 

Screenshot 2024-11-06 at 4.31.53 PM

Registration Links

  • November 7th
  • November 14th
  • November 21st

Featured Articles this Month:

  1. Reports Library
  2. Reports Overview Guide
  3. Billing Items - Understanding TBD vs $0 Values

UPCOMING WEBINAR:

2025 Residential Market Outlook

 

If a large part of your moving business serves the residential market, don’t miss this insightful market outlook.

 

Led by the Chief Economist of the National Homebuilders Association, this session dives into the critical housing market trends that will shape the U.S. residential moving industry. 

Webinar - Residential Market Outlook (2)
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Supermove, Inc, 548 Market St PMB 18007, San Francisco, California 94104-5401, United States