Ana Marquez

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Activity overview

Latest activity by Ana Marquez
  • Ana Marquez created an article,

    How to Record a Payment

    Overview This article covers how to process and record a customer's payment through the Project page. We will go through the option to: Record payment Charge a credit card Manage credit cards To ...

  • Ana Marquez created an article,

    Automations on the Project Toolbar

    Overview The Project page has all the convenient tools you need to maximize your efficiency. Now, the side toolbar includes a new tab for Automations. This addition enables staff to easily track al...

  • Ana Marquez created an article,

    Cancelled Project/Job Trigger

    Overview Three new events (triggers) have been added to Automations to assist with handling cancelled and completed jobs/projects. These triggers are designed primarily for Automations that send no...

  • Ana Marquez created an article,

    Storage Autopay Notification

    Overview We've added a new event (trigger) to the Automations module. In this article, we'll explore the pre-built automation Supermove enables on your account, how it functions, and the benefits i...

  • Ana Marquez created an article,

    Assign Office Staff

    Overview A fresh addition to the Automations module is the "Assign Office Staff" action, allowing the company to automatically assign office staff as salespersons or coordinators for projects. This...

  • Ana Marquez created an article,

    Duplicate Projects & Resetting Client

    Overview In the past, duplicating a project would carry over the same client information from the original project to the duplicate. Any alterations made to the client information would consequentl...

  • Ana Marquez created an article,

    Supermove Calendar Settings

    Overview  We're rolling out some new calendar settings to help you handle your jobs more smoothly. This means you can now easily control which statuses show up on your calendars, as well as pick wh...

  • Ana Marquez created an article,

    Document Library: Rich Text

    Overview Now you can jazz up your documents with rich text features! Users can personalize documents by adding bold, italics, underlining, changing font size, color, and highlighting text elements....

  • Ana Marquez created an article,

    Communications: General Settings, Email & SMS Templates

    Overview Welcome to the Communications page! Here, you can easily customize your Supermove experience by configuring system notifications and setting up your preferred reply-to email address. You'l...

  • Ana Marquez created an article,

    Customize Billing Settings

    Overview We've made things easier for you by bringing billing, payment fees, and tips settings all under one roof within your Supermove account. You can access these settings by going to Company Se...