Ana Marquez
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Articles
Recent activity by Ana Marquez-
Finalize Invoices Manually or Automatically
OverviewFinalizing an invoice confirms that it has been paid and reviewed by your accounting team. A finalized invoice is automatically locked to prevent additional billing changes.Invoices can be ...
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Accounting: Send, Schedule, and View an Invoice
OverviewInvoices can be sent from the Project Page at any point, including while the invoice is in Draft. You no longer need to wait until every job in the project is complete.When sending an invoi...
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Accounting: Issue an Invoice
OverviewIssuing an invoice confirms that it is ready to be treated as an official accounting record. It moves the invoice from Ready to Issued and records who issued it and when.Issuing an invoice ...
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Invoice Statuses: Ready and Issued Workflow
OverviewInvoice statuses help your team track an invoice from preparation through accounting review.In this version of the invoice experience, invoices move through:Draft → Ready → Issued → Paid → ...
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UTM Tracking in Supermove
OverviewUTM tracking helps your company understand which marketing sources, campaigns, and advertisements generate leads and revenue.When a customer submits information through a supported lead for...
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Troubleshoot Document Flows
OverviewThis article covers common Document Flow issues and their resolutions.If a customer cannot access a Document Flow, complete a document, or submit a signature, use the troubleshooting steps ...
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Send and Manage Document Flows
OverviewOnce a Document Flow has been configured, it can be sent to customers by email or SMS. Customers receive a single link that allows them to review, complete, and sign documents in one guided...
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Voice Agent Iteration FAQs
Overview Improving your Voice Agent is an ongoing process of reviewing conversations, identifying friction, and refining prompts, workflows, and transfer logic. The goal is to improve both booking...
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How to Connect a Voice Agent to a Phone Number
OverviewOnce your Playbook and Voice Agent are set up, you’ll need to connect the Voice Agent to a call queue.The call queue is what assigns a phone number to the Voice Agent and allows incoming ca...
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How to Set Up Call Transfers
OverviewCall transfers are used during live calls to route customers to the appropriate person or department.Instead of following the full Voice Agent Playbook, the Voice Agent can transfer the cal...