Welcome to Move Right Monday! This week, we are excited to introduce dynamic reports for moving companies with our new Dynamic Reports Pilot. This powerful tool allows you to build reports dynamically with customizable filters, variables, groupings, and sorting, making it easier than ever to analyze critical data for your moving business.

Enhance Your Business with Dynamic Reports

The Dynamic Reports Pilot is designed to provide you with customizable insights into your operations. You can tailor reports with various filters, variables, groupings, and sorting options to gain deeper insights into your business data. This feature is currently in early access, so reach out if you’d like to participate.

Improvements to the Products and Services Page

We’ve also made significant enhancements to the products and services page. These include improved charge and event management options and a more streamlined interface to reduce bandwidth usage and improve performance. Discover more tips on improving your business operations here.

Automation and Infrastructure Updates

Additionally, we’ve introduced the first version of our automation system, allowing you to send webhooks when jobs are created or updated. Learn how automation can benefit your business here. Other updates include improvements to our infrastructure, retroactive invoice exports to QuickBooks, and various bug fixes.

Stay tuned for more details on these updates, and don’t hesitate to reach out if you’d like early access to the Dynamic Reports feature. For more information on how data analytics can help your business, check out this article.

Changes

• Fixes & Improvements to the products & services page released last week
  • Allow add new charges even if an event has unsaved changes. Discounts stay disabled for now.
  • Fix issue with delete charge button on mobile that became available only when quantity was 1
  • Update “Add Charges” button immediately when you enter a piece of text without clicking the plus or minus button
  • Allow events to be collapsed to hide charges/discounts. Add a Collapse All button next to Add Event
  • Move “No Discounts Added” and “No Charges Added” text to the discounts header, removing some scroll space making it faster to scroll
  • Allow collapsing “event financials”
  • Add “Job Financials” which is collapsed by default
  • Allow collapsing “assets”
  • Add the “delete” button into the quantity selector when the quantity is one or less
• Improvements to the products & services page following the major update to this page from a few weeks ago.
  • Charge menu – each charge will now have its own menu allowing for the following actions:
    • Move To Event > List of events
    • Copy To Event > List of events
    • Duplicate
    • Delete
  • Event Menu – Each event will now have its own menu allowing for the following actions:
    • Move event up / down
    • Edit
    • Duplicate
    • Send Estimate
    • View History
    • Delete
    • Share
  • More fixes
• Dynamic Reports Pilot
  • We are piloting a new tool that will allow reports to be built dynamically. Filters, variables, groupings, and sorting can all be customized to allow you to find insights into the data critical for running your business.
  • This feature is currently in early access as we gather feedback. Reach out if you would like early access to this feature.
• Fixes & improvements to the infrastructure update
• Reduce bandwidth usage on the products and services page to improve slow network connections
• Invoices can now be exported to QuickBooks retroactively
• Automation
  • The first version of our automation system allows you to send “webhooks” when a new job is created or an existing job is updated. Reach out to learn more!
• Report Updates
  • 2004.0: Added customer name
  • 4000.0: Add Job Origin
  • 4001.8: Add sales agent, estimator, author
• Fixes:
  • Fix issue with scheduled reports not sending to participants in parent zones
  • Fix issue that would cause the estimator to get stuck in the loading state in some cases
  • Fix for some older versions of chrome. The new minimum chrome version is 98. An alert will appear if you are using a version of chrome or safari that is too old.
  • Allow jobs to be completed without marking the invoice as outdated

Planned Changes

• Basic Labour & Job Costing (Beta expected June 26)

Tips & Tricks

You can automatically import live data into spreadsheets with our “Semi live export to google sheets” button allowing you to build any insight you wish. To do this, navigate to the reports page and open the report you’d like to export to google sheets:

Next, click “Semi-live Export To Google Sheets” at the top of the page:

Copy the formula:

Then, create a new spreadsheet. You can also click “Copy & create a new Sheet” to open up a new spreadsheet. The formula above will be placed in your clipboard (or you can click to copy). Paste the formula into your spreadsheet. The cell will show “Loading…” for a brief moment then it may show a warning:

Click “Allow Access” and wait a few seconds. Your systems data will be placed into Google Sheets! This data will update every hour so long as someone is in the sheet. This data will also update if someone loads the sheet after it has not been loaded for awhile.

While this data cannot be modified directly, you can perform calculations on it or filter out specific data. This can allow you to create extremely versatile and custom dashboards from your data.

If you have any questions, please let us know!