Release Notes

June 2018 Software Update

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Introduction

The May 2018 update to MovePoint has been a long time in the making and as a resultthere are a lot of changes coming. Some are more impactful to some of our customers then others. We recommend you read through the changes listed below and make sure you are aware of them when this release happens.
Following this release you can expect to see smaller but more frequent updates to your system. This change in process will minimize ...

Introduction

The May 2018 update to MovePoint has been a long time in the making and as a resultthere are a lot of changes coming. Some are more impactful to some of our customers then others. We recommend you read through the changes listed below and make sure you are aware of them when this release happens.
Following this release you can expect to see smaller but more frequent updates to your system. This change in process will minimize the impact a single update may have on your business. We will keep you informed of new updates in a manner similar to this.

If you have any questions regarding any changes listed here, how they might impact your business going forward, or experience any issues with the system not working the way you expect post release please contact support at 1-866-738-3187 or support@movepoint.com and we will be glad to assist you with them.

Date of Release: 6/25/2018

Basic Package

General

Notification Bar

A general notification bar has been added to MovePoint to provide a consistent messaging system making it easier for users to see important messages from MovePoint.

notification bar

Quoting

Service Breakdown changes

The Packing Services have been included as part of the Sub-Total calculation

Warehouse fees are broken out if they are applicable to the move

Custom Services 1 & 2 have been customized for displaying on the Estimate

Quote Step 3 Changes

Time Estimation

The calculated Estimated Job Time has been modified to include the Travel Time, also, the hourly Estimate calculations have been updated for accuracy. Drive time was incorporated as well as calculating the move time based upon the inventory and not the price.

Google Drive Time Calculation

MovePoint can now be configured to use the Google Distance Matrix API. This calculates mileage and drive time using the specific roads and their typical traffic conditions.  A Google API key is required and must be obtained by each user and saved in the Application Mileage & Travel settings.

Google Drive Time

NOTE: You can get a Google API Key by going to the following link:

https://developers.google.com/maps/documentation/distance-matrix/start#get-a-key

Scroll down the page and look for the ‘GET A KEY’ button, then you will have to create a project to associate the API Key. Then copy the key and paste it into the Settings of MovePoint

Packing Service Multipliers

The Quote Multiplier can now be applied to Packing Services as Packing is now included in the Sub-total for Guaranteed Price services. An Admin setting has been added to enable this calculation. By default it is disabled.

Packing Service Multiplier

Same Day Quote Change Notification

When a user adjusts the inventory for a Quote on the same day the job is scheduled, the system displays a pop up showing how those changes effected key elements to the Quote.

Same Day Quote Change popup

Inter-State Mileage as Local

An admin setting has been added to have the system treat a job’s mileage cost calculation as a Local Move when the job is determined to be within the local service mileage radius. For moving companies near their state’s lines this makes sure to not discount the mileage just because you cross state’s lines.

interstate as local

Marketing

Referral Source

A tool to clean up referral sources has been added. This tool creates a parent and alias relationship “Parents” are referral sources that have been cleaned and vetted. “Aliases” are either other descriptors for existing parents or they are non-vetted sources entered by sales staff.

referral tool

A Referral source record now shows alias relationships and combines any notes or other information about the aliases into one interface.

referral stats

Fleet

Fleet Notes

A bug with fleet notes was fixed where some junk data was being stored in the fleet notes field after multiple saves.

Estimates

Substitute Employee Contact

You can now assign a substitute employee in HR when an employee leaves the company. By doing so, when an HTML Estimate is created the CSR information will be replaced with that of the substitute employee if applicable (relates to HR employee profile change)

When an Estimate is created using the PDF generation system the displayed CSR information will be replaced with that of the substitute employee (relates to HR employee profile change)

Automated Email

Substitute Employee Contact

When a Substitute employee is assigned in HR, automated emails related to quotes and leads will replace the associated sales person’s information with the information of the substitute employee. (relates to HR employee profile change)

Scheduling

Move Status

The Move Status has been corrected to properly save on the Schedule single day view

A Move Status History has been created and is displayed on the Schedule single day view when hovering the mouse curser over the current Move Status for each move to track status changes by staff member and the time those changes were made

Move Day Price

The Schedule Move Day price now shows the Quote’s Sub-total value (service dollar amount) rather than total price.

Price vs Weight Toggle

One day schedule, add a toggle to the page that allows the user to toggle between showing price or weight on the crew and job schedule sticks.

Quote Time

The quote move time that is displayed on the Schedule single day view is dynamic relative to the other moves on the crew, so that the Quote move time is based upon the resources assigned and the order of the moves and the locations of each stop.

Moveday Schedule Features

Schedule Settings

A new admin setting was created to adjust if users see Prices or Weight on the schedule’s one-day view.

Another new settings was created to allow for schedule resources to be updated in posting by the schedule if applicable.

Schedule Settings

Human Resources

Employee List

Added sortable columns: Hire Date, Termination Date, Driver

HR Employee List

Staff Availability

Bug fix to update staff availability issue not saving correctly

Substitute Employee Contact

Added substitute contact option to the Employee HR page

Employee Resource Type

On the HR page, allow for Employees to be defaulted as a mover or packer which applies to the scheduling of resources

HR Employee Details

Mobile Estimator

PDF Export

Mobile Estimator fix inventory bug related to pdf export w/ quotes

iOS Support

The Mobile Estimator has been updated to accommodate for issues associated to the newest iPad OS

Small Business

Posting

Quote Info

In Posting, added a hover over display on the Quote Number, to display additional Quote details

Job Efficiency

Added a Job Efficiency metric that is based upon comparing the Estimated Hours and Posted Hours

Job Efficiency

Misc.

Moving and Packing labor have been separated in the resource posting. A new packing flag and packing hours have been added.

Link to the Miscellaneous Time page added to the Posting page

Posting Additions

Basic Services

Quote and Posting services can be linked by Basic Registry Services settings.

The Posting will update to reflect the Quote pricing even after invoice has been printed, up until the Move has been finalized.

Option in the Basic Registry to break out a service as a separate line item on the HTML Estimate, otherwise the number will be included in Moving Services.

The Schedule changes can be applied to Posting when changes are made to either the crew or the trucks. Crew will not update however if any payment details have been saved in Posting.

Basic Services Settings

Admin Settings

Per Diem (alert for moves over certain mileage) added to the Posting page.

Setting for Per Diem mileage added in Admin Section.

Validate Mover and Packer is checked in posting and add admin flag to toggle the validation.

Admin Settings

Accounting

Deposit Report

Deposit Report now breaks out Movers Tips separately from payments.

Changed the Deposit Report so that it only shows Moves that are finalized. Gets rid of issue where payments are posted prior to the move being completed.

Bug fix where Cancellations were showing up twice on the Deposit Report and amounts were incorrect.

Advanced Search

Quote Weight Search

Added checkbox to display quote weight in advanced search. It is checked by default.

Corporate / Storage Add-On

Storage

Expired Storage Containers

Fixed issue on the Storage Container Usage page which would show results of expired containers occasionally being duplicated.

 

Full Change List

ID Description Module
A-001 Move Status has been corrected to properly save on the Schedule day view Scheduling
A-002 A Move Status history has been created and is displayed on the Schedule day view for each move to track status changes by staff member and time. Scheduling
A-003.1 Quote and Posting are now directly linked by Basic Registry Services Posting
A-003.2 Option in the Basic Registry to break out a service as a separate line item on the HTML Estimate, otherwise the number will be included in Moving Services. Posting
A-003.3 Packing Services have been included as part of the Sub-Total calculation Quoting
A-003.4 Posting will update to reflect the quote even after invoice has been printed, up until the Move has been finalized. Posting
A-003.5 Payment Breakdown Report now breaks out Movers Tips from payments Accounting
A-004.1 Schedule Move Day price shows Sub-total (service dollar amount) Scheduling
A-004.2 Schedule is now a real time update to Posting when changes are made to either the crew or the trucks. Crew will not update however if any payment details have been saved in Posting. Posting
A-004.3 Hourly Estimate calculations have been updated for accuracy Quoting
A-004.4 Quote Multiplier is now applied to Packing Services since Packing is now included in the Sub-total for Guaranteed Price services. Quoting
A-004.5 Broke out Warehouse fees on Quote side if applicable Quoting
A-117.1 Implemented Google Distance Matrix API to more accurately calculate drive distance and time Quoting
A-117.2 Create Table to track Google API requests & prevent multiple requests Quoting
A-117.3 Modify Estimated time to include travel time Quoting
B-033 Changed deposit Report so that it only shows Moves that are finalized. Gets rid of issue where payments are posted prior to the move being completed. Accounting
B-035 Added sortable columns: Hire Date, Termination Date, Driver to HR page Human Resources
B-159 Quote Step 3 update to Moving and Packing as editable fields and lock Sub-Total. Fixed the logic when editing % Adjustment as well. HTML Estimate updated to reflect changes. Quoting
B-203 Added checkbox to display quote weight in advanced search. It is checked by default Advanced Search
B-209.3 Pack Hours & Move Hours to replace total hours in Posting (kept total for now) Posting
B-209.4 Move & Pack Crewman flags added to the Posting page Posting
B-209.5 Link for Misc. Time to Payroll Add Page added to Posting page Posting
B-209.6 Per Diem (alert for moves over certain mileage) added to the Posting page Posting
B-209.7 Setting for Per Diem mileage added in Admin Posting
B-215 Fixed a bug where crate number was duplicated with one having on the job and the other empty. Storage
MVPT-076 Included a new field on the Employee HR Record to allow for a substitute employee on all documents and emails. Human Resources
MVPT-079 For Automated Emails related to Quotes and Leads, replace the associated sales person’s information with the information of the substitute employee Automated Email
MVPT-080 When an Estimate is created using the PDF generation system replace the displayed information with that of the substitute employee. PDF Estimate
MVPT-081 When an HTML Estimate is created replace the displayed CSR information with that of the substitute employee if applicable. HTML Estimate
MVPT-101 When quote inventory is changed the same day as the job is scheduled a popup will display (Weight, Valuation, Price, Change to time) with a log entry on Quote Step 3 Quoting
MVPT-105 On the posting, the WPH and Efficiency of the job. This should not display if it is a multiday, or would otherwise be filtered in the Productivity and Efficiency report Posting
MVPT-106 In the admin section create an admin setting that sets the default view setting for all user as to if they see weight or price on the one day schedule. Scheduling
MVPT-107 One day schedule, add a toggle to the page that allows the user to toggle between showing price or weight on the crew and job schedule Scheduling
MVPT-124 In Posting, and a Quote Details box that displays when user hovers over the Quote Number, similar to the schedule UX Posting
MVPT-126 Validate Mover and Packer is checked in posting and add admin flag to toggle the validation Posting
MVPT-154 Mobile Estimator fix inventory bug related to pdf export w/ quotes Mobile Estimator
MVPT-160 Fix to 1 and 2 month view of schedule where messages for days are displaying incorrectly Scheduling
MVPT-171 Fix staff availability bug where employee does not show as schedule resource although he is available via HR page HR
MVPT-185 Dynamic changes to time displayed on the Schedule single day view Scheduling
MVPT-213 MovePoint Notification System added General
MVPT-197 Quote History Table and Trigger added for change audits Quoting
MVPT-279 Added Credit Card column to Accounts Receivables Accounting
MVPT-280 Deposit Report, added counts to summary sections Accounting
MVPT-290 Posting Page bugfix, defined crewSize = 0 to avoid error if crewsize is not defined elsewhere Scheduling
MVPT-339 Bug fix for Group Policy security bulk removal General
MVPT-352 Referral Source Cleanup Tool creation Marketing
MVPT-385 Move Date flexibility feature question added to Quote Step 1 Quoting
MVPT-389 Referral Source Quote Step 1 updates Marketing
MVPT-239 Treat Inter-state as Local Move option added in Settings to calc mileage as Local when limit is set Quoting
MVPT-391 Client Mail settings modified to assist in spam/ receipt issues General
MVPT-414 Bugfix where multi-day price adjusted improperly when bypassing Step 3 Quoting
MVPT-446 Bugfix, My Quotes count is incorrect Quoting
MVPT-459 Update Estimated Time in Posting quote box w/ job efficiency Posting
MVPT-93 Bugfix where Quote Notes were not saving Quoting
MVPT-461  Added proper Google API Request counters Scheduling
MVPT-469 Addition of moveType and moveDetail to email tag references General
MVPT-483 Posting put Total Job Efficiency into the Posting Move Day box Posting
MVPT-491 Mobile estimator CSS updates for menus not properly displaying on latest iPad OS Mobile
MVPT-476 Remove encoding method for displaying fleet notes to fix font conversion of notes Fleet
MVPT-495 Fix for PDF estimate to only include services with include flag Estimate
MVPT-522 Fix credit card report not showing claim damages Accounting
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September 2014 Software Update

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MovePoint Software will be updating from 10 PM EST to 12 PM EST on the night of September 2nd.

 

Claims Settings

  • A new setting under claims will allow you to choose whether you want an email sent to specified email address upon the creation of a new claim.
  • You may select to have this pop up shown upon saving a claim or upon the addition of each damaged item.
  • Pop up is displayed when viewing a claim and selecting save (or adding a damaged ...

    MovePoint Software will be updating from 10 PM EST to 12 PM EST on the night of September 2nd.

     

    Claims Settings

    • A new setting under claims will allow you to choose whether you want an email sent to specified email address upon the creation of a new claim.
    • You may select to have this pop up shown upon saving a claim or upon the addition of each damaged item.
    • Pop up is displayed when viewing a claim and selecting save (or adding a damaged item) asking if you would like to send an email notification.
    • This is to better streamline the claims process.

     

    Bonus Eligibility Report

    • An “employee status” filter has been added to sort the report
    • A “type of move” filter has been added to sort the report

     

    Misc. Bug Fixes

    • “Crew Moves” report
    • “add damaged item” was creating multiple items
    • HTML estimate – auto insert HTML
    • Customer search by address
    • Adding a new employee would sometime create multiple employees
    • Booked job email trigger
    • other internal fixes
    Read More