This month has been focused on Client Scheduling - moving the component towards complete customization by the user without the need for a developer.
Client Scheduling
Order of lists
We are introducing the ability to reorganize client scheduling based on headings across all lists. Click on the heading to organize ascending and click again to order descending.
Referrers can now edit their basic information.
From the login area, the referrer can now keep their information up-to-date. One less thing you and your team need to do.
Add Questions to your referral.
You can now add basic questions to the referral.
- Short answer
- Long answer
- Telephone
- Yes and no
More options are coming soon.
Form Views
This month, we laid the foundation for you to determine what referrers’ responses client hosts and movers see.
Pick up Scheduling
New Report - Open Pickups
Easily spot pickups that haven’t been closed by your crew.
Manage Emails
Turn off system emails such as submission confirmation and thank you.