NEW: Admin for operations role, SMS automation trigger, timesheets beta and more.
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Customer newsletter (2)

đź‘‹ Hey there,

 

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

  • NEW: Operations Admin Role
  • NEW: Automation Trigger for a Reply to a SMS
  • NEW: Report Updates
  • Support Education Series: Running a Job on the Office App 
  • Timesheet Refresh: Beta Invitation
  • Watch the AI Sales Co-Pilot Teaser Video

NEW: Operations Admin Role

There is a new “Admin” role, Operations Admin, that can be used to remove accounting access from Admin users. The “Operations Admin” role has access to all modules except the ability to edit, send, and finalize invoices on the accounting module. To adjust staff permissions, you can navigate to settings > staff > office staff. 

NEW: Automation Trigger for a Reply to a SMS

As we continue to add to our Automations, we have added in a new “SMS Received” trigger to alert companies when a new text message is received from the end customer. To set this up, you’ll want to create an internal email template to alert the team when a response comes in. This template can include the project link to open up the Office App.

 

Here's a template you can use today.

Screen Shot 2023-11-22 at 5.13.49 PM

NEW: Report Updates

We’ve made a few updates to our global reports allowing you to now filter by project tags and make your own report adjustments. We’ve also added new articles to our help center focused on helping you better leverage reporting in Supermove.

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Support Education Series: Running a Job on the Office App

    In the second week of December, the Supermove Support Team will spend time walking through Running a Job on the Office App.

    We will cover from Lead Creation all the way to Job Completion. If you're new to Supermove or just looking for a quick refresh, this is a great opportunity to learn!

    Please see the registration options below

    • AM Session: Tuesday, December 12th @ 11:00 AM EST
    • PM Session: Tuesday, December 12th @ 6:00 PM EST

    Note: the same content will be covered in both sessions

    Helpful Tips from the Supermove Team

      1. Driver Inventory
      2. Automations Library
      3. Configuring Sales Tax Functionality

      Timesheet Refresh: Beta Invitation

        Our product team has been cooking up some exciting updates around timesheets, which will begin rolling out over the next few weeks. The new job timesheets will improve upon the current experience (especially for teams currently using the per-mover timesheets) by providing more flexibility when managing job hours for multiple crew positions on larger jobs.

         

        We’re also excited to introduce crew timesheets, where teams can capture additional crew hours outside of the job!

         

        Finally, we’re improving the way we report on timesheets, which will now provide teams with more comprehensive and accurate reporting for compensation and payroll purposes.

         

        If you would like to learn more and are interested in signing up for early access, sign up below!

         

        Ready to Join? 🚀 Sign Me Up

        Watch the AI Sales Co-Pilot Teaser Video

        Our latest trends report shows Chat GPT & AI as the #1 interest for movers.

         

        The timing couldn’t be any more perfect. Introducing: AI Sales Co-Pilot for moving companies that can be used with any CRM or no software at all.

        ai-video-image
        • Have AI do your data entry for you
        • Comes with phone / voip recordings and automatic insights
        • Putting an expert sales coach in every rep’s back pocket to handle objections, draft great follow ups, and remind them what to say

        If you're curious, check out the video and join our wait list here.

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        Supermove, Inc, 548 Market St PMB 18007, San Francisco, California 94104-5401, United States