Ana Marquez
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Articles
Recent activity by Ana Marquez-
Storage Invoices & Payments
OverviewManaging Storage Invoices in Supermove has never been easier. From the Office App, you can now view, send, finalize, and export invoices through a simple, intuitive interface — all without ...
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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...
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Edit Per Bill Item
OverviewNote: This article is only relevant to those utilizing the new Billing functionality released in May 2024Introducing a new way to edit individual billing items on customers' invoices. We wi...
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How to Record a Payment
OverviewThis 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 fin...
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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...
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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...
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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...
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Duplicate Projects & Resetting Client
Overview The duplicate project feature in Supermove has been enhanced with new options. In addition to duplicating project details, you can now copy surveys, jobs, movers, trucks, and billing info...
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Understanding the Moves View (Calendar, Capacity, Booking, Projects)
Overview Supermove offers 4 default calendars that can be set up and displayed on your account, to help you handle your jobs more smoothly. This means you can now easily control which statuses sh...
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Adding Rich Text
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. Plus, we...