Credit card convenience fees now behave the way your books expect them to: as part of the payment, calculated per card payment, and always shown with a full breakup. Deposits on estimates display the actual deposit, the convenience fee, and the total side by side — for your sales team and for the customer before they pay.

Request Payment and Receive Payment gain a convenience fee section with an "amount includes fees" toggle, the work order Income screen shows exactly how each deposit and fee lands in the totals, and the Payments list separates the amount received, the fee, and the actual payment on every row. One consistent fee story, from the first deposit to the final dollar.

✨ What's New

• Deposit breakup on estimates — when a deposit is required, the estimate shows the Convenience Fee alongside it and a live breakup: Actual Deposit Required + Convenience Fee = Total Deposit Required, for both percentage and fixed-amount deposits.
• The customer sees the same math — the e-sign Final Confirmation screen presents the deposit amount, convenience fee, and total before the customer pays.
• "Above Amount includes convenience fees" — a new toggle on Request Payment and Receive Payment: checked, the entered amount is treated as fee-inclusive and split ($100 → $90.91 + $9.09); unchecked, the fee is added on top ($100 → $110 total).
• Income that keeps fees whole — credit card fees are applied in the subtotal order before deposits are deducted, the Deposit row shows the full collected amount, and a Deposit Details popup breaks down each payment's date, mode, original amount, fee rate, fee, and total.
• Payments list transparency — Amount Recd, Convenience Fee, and Actual Payment columns on every payment, plus a Deposit Yes/No flag.
• One fee source — the convenience fee configured on the Service Type flows into pricing, deposits, and the payment screens automatically.
  
  

👥 Who This Is For

• Owners and finance teams — who pass card processing costs through accurately and want fee revenue visible, not absorbed into totals.
• Billing and back-office staff — who request and receive payments daily and need the fee math handled either direction — added on top or backed out of a fee-inclusive amount.
• Sales reps — who collect deposits at signing and can now show the customer exactly what the card fee is before they pay.
• Your customers — who see a clean breakup of deposit and fee instead of a single unexplained total.

⚙️ How to Configure

Set the fee once

1. Configure the default under Settings → General → Service Types — edit a service type and set its Convenience Fees value and type. It auto-populates pricing for that service (and stays editable there); leave it blank to enter fees manually per job.
   
   
2. Pricing works as it always has: the Credit Card Fees line in the Total section adds the fee into the Grand Total.
   
   
   Deposits on estimates
3. When creating an estimate with Deposit Required on, the Convenience Fee from pricing appears next to the deposit, with the full breakup — a 10% deposit on a $1,000 job shows $100 deposit + $10 fee = $110 Total Deposit Required.
   
   
4. Fixed-amount deposits get the same treatment — a $50 deposit with a 10% fee shows $50 + $5 = $55.
   
   
5. After signing, the customer's Final Confirmation screen shows the identical breakup — Deposit Amount, Convenience Fee, Total Deposit Required — before they click Pay Deposit.
   
   
   Income and payments
6. On the work order Income screen, Credit Card Fees are applied in the subtotal order before the deposit is deducted, and the Deposit row carries the full collected amount (e.g., $110 including its fee). Click the deposit amount for the Deposit Details breakup — date, payment mode, original amount, CC fee rate, fee, and total — then Apply Deposit.
   
   
   
   
7. The Payments list now separates every payment into Amount Recd, Convenience Fee, and Actual Payment, with a Deposit Yes/No column — reconciliation at a glance.
   
   
   Requesting and receiving payments
8. In Request Payment, enter the amount and use the new Above Amount includes convenience fees checkbox. Unchecked, the fee is added on top: $100 requested becomes $100 + $10 = $110 total. Checked, the amount is fee-inclusive: $100 splits into $90.91 actual + $9.09 fee.
   
   
   
9. The Convenience Fee field is filled from the selected work request's pricing and locked; if the work request has no fee configured (or there's no linked pricing), the field is open for you to enter one.
   
   
   
   
10. In Receive Payment, choosing Card or Card (Other) as the payment mode reveals the same controls — the fee, the includes-fees checkbox, and the Actual Payment / Convenience Fee / Total Payment breakup — before you apply the payment to invoices.
    
    
    

🔎 Good to Know

• The fee follows the payment, not the paperwork. Convenience fees are calculated per card payment — Card and Card (Other) modes. Payments by cash, check, or other modes carry no fee, and when a balance is collected in chunks, each card payment computes its own fee.
• Editable in pricing, locked at payment. The service-type fee auto-fills pricing but remains editable there. In Request and Receive Payment, a fee inherited from the work request is locked so payment math always matches the job's pricing; it's only editable when the work request carries no fee.
• No more absorbed fees. With credit card fees applied before the deposit deduction and deposits carried at their full collected amount, the fee collected on a deposit stays on your books — margins and reports reflect what was actually charged.
• Breakups everywhere. Estimate, customer confirmation, income, payment screens, and the Payments list all show the same actual-versus-fee split, so every number reconciles with every other.
  

🎉 Available Now

The transparent convenience fee workflow is live end to end — pricing, estimate deposits, the customer's e-sign confirmation, Request and Receive Payment, work order income, and the Payments list. Set your fee on the service type once, and every card payment explains itself.

Multi-day jobs get two more timing controls. Alongside the existing Tip and BOL Confirmation options, Settings → Crew App → General now lets you decide when the Rating & Review popup and the Pay Now button appear on a multi-day job: on the First Work Order, the Last Work Order, or All Work Orders.

Ask for the review once at the end instead of every day, and collect payment exactly on the day your workflow calls for — especially handy for companies using Carry Forward.

✨ What's New

• Show Rating & Review For Multi-Day Jobs — choose whether the Rating & Review popup appears when finalizing the First Work Order, the Last Work Order, or All Work Orders.
• Show Pay Now Button For Multi-Day Jobs — the same three choices control when the Pay Now button is available on the payment screen.
• Same familiar pattern — both settings sit right below the existing Tip and BOL Confirmation multi-day options and work the same way.
• Defaults keep today's behavior — both settings default to All Work Orders, so nothing changes for your crews until you decide it should.

👥 Who This Is For

• Companies using Carry Forward — that don't want crews collecting payment on every work order and prefer settling on the first or final day of the move.
• Operations managers — who want the customer asked for a rating once — at the moment that fits the job — rather than at the end of every day.
• Crews in the field — who see the review popup and the Pay Now button only on the day the company intends.

⚙️ How to Configure

1. Go to Settings → Crew App → General → Default. Below the Tip and BOL Confirmation options you'll find Show Rating & Review For Multi-Day Jobs and Show Pay Now Button For Multi-Day Jobs — pick First Work Order, Last Work Order, or All Work Orders for each.
   
   
2. In the Crew App, the Rating & Review popup now appears at finalization only on the work orders your setting allows — stars, a review box, and Skip/Submit as usual.
   
   
3. The Pay Now setting shapes the whole close-out. On work orders where it doesn't apply — for example, day one when Pay Now is set to Last Work Order — the Finalize Work Order screen shows a Next button instead of Payment.
   
   
4. Next opens the payment screen with Carry Forward and Complete Job — the day's balance rolls into the next work order and the crew completes the day, no payment collected.
   
   
5. On the configured work order — the last day in this example, or every day with All Work Orders — Finalize Work Order shows the Payment button as usual…
   
   
6. …and the payment screen offers Pay Now (alongside Carry Forward, per your configuration) with the full picture: any balance carried from prior work orders appears as Amount Due From Prior WO, so the crew collects everything in one payment and completes the job.
   
   

🔎 Good to Know

• App Permission comes first for Rating & Review and Carry Forward. Both are also governed per service type under Settings → Crew App → General → App Permission — if Rating & Review or Carry Forward is unchecked there for a service type, it won't appear in the Crew App at all, regardless of the multi-day timing set on the Default tab. Pay Now has no app permission; its timing setting is the only control.
  
  
• No change until you change it. Both settings ship set to All Work Orders — exactly the current behavior — so existing workflows are untouched after the update.
• Each setting is independent. Collect payment on the first day and the review on the last, or any other combination — Rating & Review, Pay Now, Tips, and BOL Confirmation are all configured separately.
• Multi-day jobs only. Single-day jobs finalize exactly as they always have.

🎉 Available Now

Both settings are live under Settings → Crew App → General → Default. Set them once to match how your company runs multi-day jobs, and the Crew App will ask for reviews and payments on the right day — and only the right day.

Your fields can now follow your locations. Every custom and module field carries a Locations selector in its settings — pick the locations where a field should be hidden, and it disappears from that module's pages for those locations while remaining fully visible everywhere else. Each branch sees exactly the fields it works with, all from one central Fields screen.

✨ What's New

• Locations selector on Edit Field — the Basic Details step of any field now includes a Locations dropdown; the locations you select are where the field is hidden.
• Applies across the field's screens — a hidden field is removed from the module's pages for the chosen locations.
• Works in every module — the Fields screen covers fields across your modules (Work Requests, Leads, Companies, and more), and each one can have its own location visibility.

👥 Who This Is For

• Multi-location companies — where one branch runs military work or storage programs and another doesn't need those fields at all.
• Admins — who tune each location's screens centrally instead of asking staff to ignore fields that don't apply to them.
• Sales and operations staff — who get shorter, cleaner forms with only the fields their location actually uses.

⚙️ How to Configure

1. Go to Settings → Fields, select the field on the Fields tab, and click Edit.
2. On the Basic Details step, open the Locations selector and choose the location(s) where this field should be hidden, then continue and save.
   
   
3. That's it — the field no longer appears on the Add, Edit, or List pages of its module for the selected locations. All other locations keep it exactly as before.

🔎 Good to Know

• Per field, per location. Each field has its own location list, so you can hide different fields at different branches.
• Nothing is deleted. Hiding is a visibility setting — remove a location from the list and the field reappears for that location.
• One central screen. All of it is managed from Settings → Fields, alongside your existing field and group configuration.

🎉 Available Now

Location-based field visibility is live under Settings → Fields. Pick a field, choose where it should be hidden, and every location's screens show just what belongs there.

The customer's details now ride along on the job card. Based on customer feedback, every card in the Crew App's Jobs list carries a contact icon — one tap opens the contact's name, phone, email, and company, with Call, SMS, and Email buttons right there.

A Crew Supervisor rolling toward the site can identify the company and ring the on-site contact from the Jobs list itself, without opening the job and digging on a tablet in the field.

✨ What's New

• Contact icon on every job card — a new button in the Jobs list card, next to the call, notes, and ETA actions.
• Full contact card in one tap — contact name and work order number, one-tap Call, SMS, and Email actions, and the phone, email, and company name — each with a copy button.

👥 Who This Is For

• Crew Supervisors and drivers — who call the on-site contact when they're minutes out to confirm the customer is ready.
• Crews on commercial and account jobs — who need to know which company they're headed to at a glance.
• Dispatchers — who field fewer "what's the customer's number?" calls from the road.

🧭 How to Use It

1. In the Crew App's Jobs list, tap the contact icon on any job card.
   
   
2. The contact card opens: name, work order number, one-tap Call, SMS, and Email actions, plus the phone number, email address, and company name — with copy buttons for each.
   
   

🔎 Good to Know

• Straight from the list. Everything is reachable without opening the job — company, contact, and phone in two taps from the Jobs screen.
• Tap to act, copy to share. Call, SMS, and Email launch the device's apps directly; the copy buttons grab the number or address for pasting anywhere.

🎉 Available Now

The contact icon is live on Crew App job cards. Tap it on the way to the job, call ahead, and roll up with the customer expecting you.

The TSP/Driver signature fields on the DoD forms can now be completed electronically — from the field or straight from the closeout email — through a dedicated TSP Portal that mirrors the review-and-sign experience your customers already have. Drivers sign while the shipment is in motion, TSPs sign from the closeout email, and every signature saves back to the shipment record automatically — no editing forms in the CMS.

🧭 How It Works

From the app: on a military shipment, open the shipment menu and tap View Forms — it opens the TSP Portal login.

First-time login: enter your email address and submit; the portal prompts you to create a password ("Set password and login to continue"). From then on, the same email and password sign you in.

Review and sign: the portal presents every origin and destination form for the shipment in the same guided experience as the customer portal — click any TSP/Driver signature field to sign, move through the packet with Save & Next, and use Print / Save as PDF for a copy. Completed signatures are saved back to the shipment record automatically.

From the closeout email: when the Closeout Packet is sent, the TSP's email now includes an Open TSP Review button. It opens the same TSP Portal — set a password on first use — where the TSP reviews all applicable forms and completes the required TSP/Driver signatures electronically.

🔎 Good to Know

One portal, both paths. The app's View Forms option and the closeout email's Open TSP Review button lead to the same TSP Portal and the same credentials.

Signatures land on the record. TSP/Driver signatures completed in the portal are saved to the shipment's forms — visible in the CMS Forms tab like every other signature.

CMS editing still available. Signing a form from CMS → View Shipment → Forms → Edit continues to work; the portal simply removes the need to go back to the CMS.

Same experience as your customers. Review, sign, Save & Next, Print/Save as PDF — TSPs and drivers get the identical guided flow customers use.

Pricing now opens the way each service type should be priced — automatically. A new Default Pricing Load Type setting on every Service Type lets you choose Rate Table, Movegistics Tariff, or the new Manual Pricing as that service's default. When your team loads pricing on a work request, the right method is already selected and the right rates are already loaded: Local can open on your hourly rate table, Interstate on your tariff, and any service you price by hand on Manual Pricing — with no switching every time.

✨ What's New

• Default Pricing Load Type on Service Types — a new dropdown when adding or editing a Service Type, with three options: Rate Table (hourly pricing), Movegistics Tariff (pre-set tariff pricing), and Manual Pricing. Your choice is saved and shown as a new column in the Service Type list.
• Automatic pricing method selection — loading pricing on a job auto-selects the pricing type from the service type's default and pulls the matching rates — no manual switching.
• New Manual Pricing option — for full control: the rate table/tariff dropdown is hidden, only line items are shown, and percentage-based line items accept manually typed quantities instead of auto-calculated ones.
• Cleaner pricing screen — a Pricing Type label now sits above the options, with improved alignment when Manual Pricing is selected.

👥 Who This Is For

• Owners and admins — who decide once how each service is priced — hourly locals, tariff-based interstates, hand-priced specialty work — and have that decision applied on every job.
• Sales reps and estimators — who open pricing with the right method and rates already in place instead of switching pricing types on every work request.
• Companies that price by hand — commercial, rigging, or specialty jobs where the estimator needs full control over every line item.

⚙️ How to Configure

1. Go to Settings → General → Service Types, select a service type, and click Edit. Choose the Default Pricing Load Type — Rate Table, Movegistics Tariff, or Manual Pricing — and Save. The setting appears as a new column in the Service Type list.
   
   
2. On a work request, load pricing exactly as you do today from the Pricing tab.
   
   
3. The pricing screen opens with the service type's default already selected. A Local service set to Rate Table, for example, opens on Hourly Rate Table with your rate table (e.g., Standard Rates – Local) loaded.
   
   
4. A service type set to Manual Pricing opens with Manual Pricing selected — no rate table or tariff dropdown, just the fields and line items for the estimator to fill in, including manually entered quantities on percentage-based line items.
   
   

🔎 Good to Know

• It's a default, not a lock. The Pricing Type options remain on the pricing screen, so an estimator can still switch methods on an individual job when needed.
• Works across service types. Set a different default per service — hourly rate table for Local, tariff for Interstate, manual for specialty work — and each work request follows its own service's rule.
• Interstate with TechMate. For interstate jobs, companies using TechMate keep TechMate as the default; otherwise the pricing loads per your chosen default, and you can switch to Movegistics pricing at any time.

🎉 Available Now

The Default Pricing Load Type is live under Settings → General → Service Types. Set each service's default once, and every new work request opens its pricing the right way — rates loaded, method selected, ready to quote.

Every worker's workload is now one click away. The Mover Inventory CMS Users Management screen gains an Assigned Shipments column showing how many active shipments each worker is on, and clicking the number opens a full assignment view: every shipment the worker was assigned to, the stage they were assigned, whether that stage is completed or in progress, the shipment's current stage, their role, and exactly when they were assigned.

Support and operations teams can answer "what is this worker on right now?" in seconds — and jump straight into any shipment from the same screen.

✨ What's New

• Assigned Shipments column — in Users Management, each worker now shows a count of their active shipments (in progress or pending).
• Assigned Shipments detail screen — click the count to see every assignment for that worker: shipment name and ID, Assigned Stage, Stage Status, Shipment Current Stage, Role (Worker or Supervisor), and the Assigned At date and time.
• One click to the shipment — each shipment ID in the list links directly to that shipment's details screen.

👥 Who This Is For

• Support teams — who field "where is my crew?" questions and can now trace any worker's jobs without opening shipments one by one.
• Operations managers — who balance workloads and need to see instantly who is stretched across several active shipments and who is free.
• Warehouse and admin staff — who verify which supervisor or worker handled which stage of a shipment, with the timestamp to match.

🧭 How to Use It

1. In the Mover Inventory CMS, open Users. The new Assigned Shipments column shows each worker's count of active shipments — in progress or pending.
   
   
2. Click a worker's count to open their Assigned Shipments screen — one row per stage assignment, with the Assigned Stage, its status, the shipment's current stage, the worker's role on that assignment, and when it was assigned.
   
   
3. Click any shipment ID to land directly on that shipment's details screen. Assignments themselves are managed where they always have been — each shipment's Worker Management, stage by stage.
   
   
   
   

🔎 Good to Know

• The count is active work. The Users Management number counts shipments that are in progress or pending — a clean read on current workload.
• The detail view is the full history. It lists all of the worker's assignments, including completed stages, so it doubles as an assignment audit trail.
• One row per stage. A worker assigned to several stages of the same shipment appears once per stage, each with its own status and timestamp.

🎉 Available Now

The Assigned Shipments column is live in Mover Inventory CMS under Users. Open Users Management, click a count, and see exactly where every worker is — shipment by shipment, stage by stage.

Links in your notes now work like links. Any URL typed into an internal note, a call log entry, or a follow-up log is displayed as a blue, clickable hyperlink — click it and it opens, instead of being copied and pasted into the browser every time. A small change that saves a few seconds on every note that carries a payment link, a shared document, or a reference page.

✨ What's New

• Clickable hyperlinks — URLs in Internal Notes, Call Logs, and Follow-Up Logs render as blue links that open directly on click.
• Works automatically — just type or paste the URL into the note as usual; no special formatting needed, and existing notes with links get the same treatment.

👥 Who This Is For

• Sales reps and move coordinators — who drop payment links, review pages, and reference URLs into notes and call logs all day.
• Support and operations teams — who read those notes later and can now open the referenced link with one click.

🧭 How to Use It

1. Type a note as usual — in the work request/work order Notes tab, any URL you include is shown in blue and opens on click.
   
   
2. The same applies in the Call Log — links inside logged calls and voice-message notes are clickable.
   
   
3. And in Follow-Up Logs, every linked note opens its URL directly.
   
   

🔎 Good to Know

• Plain URLs are enough. Both https:// links and bare domains (like go.movegistics.com) are recognized and linked.
• Everywhere notes appear. The linking applies across Internal Notes, Call Logs, and Follow-Up Logs, so the note reads the same wherever your team encounters it.

🎉 Available Now

Clickable note links are live across Notes, Call Logs, and Follow-Up Logs. Paste the link once — everyone after you just clicks it.

The moment a customer signs is the moment everything should feel settled — and now it does. Based on customer feedback, the estimate review flow ends on a single, clear Final Confirmation tab: the thank-you message, the deposit section when one is due, and the View Resources and Download Estimate PDF buttons, all in one place. The extra thank-you popup is gone, the Pay Deposit tab has become Final Confirmation, and once the deposit is received the tab flips to Confirmed — so your customer always knows exactly where they stand and when they're done.

✨ What's New

• One Final Confirmation tab — the Pay Deposit step is now Final Confirmation, holding the thank-you message, the progress status (Reviewed → Signed → Deposit), and the deposit section when applicable.
• Thank-you popup removed — no more intermediate popup after signing; the flow moves straight to Final Confirmation with the next step in plain sight.
• Resources and PDF at hand — View Resources and Download Estimate PDF buttons are available in the flow's header and again on the confirmation screen.
• Status that updates itself — after the deposit is paid, the tab becomes Confirmed and shows the received amount — the booking is locked in, and the customer can simply close the window.

👥 Who This Is For

• Your customers — who finish reviewing, signing, and paying in one continuous flow with no ambiguous popups at the finish line.
• Sales reps and owners — who send estimates for e-sign and want the deposit collected in the same sitting, while the signature is fresh.
• Support teams — who field fewer "did it go through?" calls because the final screen states the outcome explicitly.

🧭 How to Use It

1. Customers move through the estimate as before — Summary → Detail Estimate Preview → E-Sign — with View Resources and Download Estimate PDF available from the start.
   
   
2. After signing, the flow lands on Final Confirmation. With no deposit due, the customer sees the thank-you message, their Reviewed → Signed status, and a note that the estimate is saved — they can close the window.
   
   
3. When a deposit applies, the same tab adds the Pay Deposit button and the deposit breakdown — deposit amount, convenience fee, and total required — with a reminder that one step remains to secure the booking.
   
   
4. Once the deposit is received, the tab updates to Confirmed: the received amount is shown, the status reads Reviewed → Signed → Deposit Received, and the estimate is saved and fully confirmed.
   
   

🔎 Good to Know

• The deposit section appears only when it applies. Estimates without a required deposit go straight to the saved-and-done state.
• The header buttons follow the customer. View Resources and Download Estimate PDF are available on every step, so the customer can grab their copy at any point.
• Clear close-out. Each end state tells the customer explicitly that the estimate is saved (and confirmed, once paid) and that the window can be closed.

🎉 Available Now

The redesigned Final Confirmation is live in the estimate review and e-sign flow. Review, sign, pay, done — one tab, one clear finish.

Work order notes now start from your playbook. The Edit Work Order screen gains a Select Note Template dropdown that pulls from the note templates you maintain under Settings → Sales → Notes — pick one and the standard wording drops straight in, consistent on every job. Prefer to write it fresh? The plain Notes text field is still right below the dropdown, exactly as before.

✨ What's New

• Select Note Template on Edit Work Order — a new dropdown above the Notes field listing your note templates, so standard operational notes are one click away.
• Powered by your Notes settings — templates are created and edited under Settings → Sales → Notes, each with a title, category, service type, and an active toggle.
• Freeform stays — the plain-text Notes field remains below the dropdown for anything that doesn't fit a template.

👥 Who This Is For

• Operations managers and dispatchers — who attach the same instructions to work orders every day and want them worded consistently.
• Owners and admins — who standardize crew-facing and internal wording once, in Settings, instead of relying on each dispatcher's memory.
• Teams with per-service playbooks — who keep separate note sets for Local, Interstate, and other service types.

⚙️ How to Configure

1. Create your templates under Settings → Sales → Notes (Notes tab): click + to add a note with its title, category, service type, and active toggle — or edit the ones you already have. Notes created here are what populate the work order dropdown.
   
   
2. On any work order, open Edit Work Order — the new Select Note Template dropdown sits just above the Notes field.
   
   
3. Pick a template from the list and its content fills the note — then adjust it, pair it with the Show Note To Crew option if the crew should see it, and update the work order.
   
   
4. Not using a template? Just type into the Notes field below the dropdown, the same as always.
   
   

🔎 Good to Know

• Matched to the service type. The dropdown offers the templates for the work order's service type — a Local work order lists your Local notes, keeping the choices short and relevant.
• Active templates only. The Active toggle in Settings controls what appears in the dropdown, so you can retire old wording without deleting it.
• Templates are a starting point. After selecting one, the note is editable like any other — tweak it per job as needed.

🎉 Available Now

Note templates are live on the Edit Work Order screen, drawing from Settings → Sales → Notes. Write the wording once, and every work order note starts consistent — with freeform always a click below.