Ana-Marquez

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Activity overview

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

    Job Timesheet and Crew Hours/Tips

    Overview The Job Timesheet feature in the Office App provides a consistent way to view and modify job timesheets and crew hours. It includes two types of timesheets: the standard timesheet and the ...

  • Ana Marquez created an article,

    Storage Invoices & Payments

    Overview We've made managing invoices on the Office App a breeze with our new, intuitive interface! Now, you can easily view, send, finalize, and export Storage invoices from a quick view. In this ...

  • Ana Marquez created an article,

    Images on Documents

    Overview Supermove now lets you enhance your documents with images! You can upload any image under 10 MB, including logos, tables, and more. This exciting feature is available for Quote and Conf...

  • Ana Marquez created an article,

    Edit Per Bill Item

    Overview Note: This article is only relevant to those utilizing the new Billing functionality released in May 2024 Introducing a new way to edit individual billing items on customers' invoices. We ...

  • 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...