Hello! Below is the full Move Right changelog for September 19 - October 6
Over the next few weeks we will be implementing some behind-the-scenes changes aimed at making the application even more resilient & allow us to iterate and improve on the system further. Stay tuned!
Full Changelog
Contact, Connect, Follow-up, & Communication Based Reporting
We’ve added a few new systems to help you track followups, contact attempts, and connect attempts as well as SMS, email, and call totals. Every time you send or receive an SMS/email through move right it updates these numbers in your reporting. In addition, if you utilise the Outbound Call and Inbound Call comments manually or through our Talkdesk integration your call metrics can be tied to jobs.
Below are a list of new columns:
Contact - an attempt to contact the customer, regardless of if we “connect”
First Contact At - The time of the first SMS, email, or call made to this customer
Last Contact At - The time of the last SMS, email, or call to the customer
Last Contact Direction - The direction of the last contact attempt (inbound or outbound)
First Contact Method - The method of the first contact attempt (SMS, Email, or Call)
Last Contact Method - The method of the last contact attempt
Speed to First Contact - The time, in seconds, that it took to contact this job from the date it was created
Connect - A successful engagement from this customer such as an inbound message, inbound call, or successful outbound call
Connected - Whether we have “connected,“ or spoken to, this customer and it has been recorded in Move Right through any message format (Call, text ,email)
First Connect At - The time of the first SMS, email, or call to the customer recorded in Move Right where we made contact
Last Connect At - The time of the last SMS, email, or call to the customer recorded in Move Right where we made contact
Last Connect Direction - The direction of the last connect attempt (inbound or outbound)
First Connect Method - The method of the first connect attempt (SMS, Email, or Call)
Last Connect Method - The method of the last connect attempt
Speed to First Contact - The time, in seconds, that it took to connect with this job from the date it was created
Calls - An inbound or outbound call recorded in move right
Total Calls: The total number of calls recorded in Move Right
Total Outbound Calls: The total number of outbound calls recorded in Move Right for a particular job
Total Outbound Connected Calls: The total number of outbound calls that connected, recorded in Move Right for a particular job
Total Inbound Calls: The total number of inbound calls recorded in Move Right for a particular job
SMS - SMS sent and received using Move Right
Total SMS: The total number of SMS messages sent and received for a job in Move Right
Total Inbound SMS: The total number of SMS messages received for a job in Move Right
Total Outbound SMS: The total number of SMS messages sent for a job in Move Right
Emails - Emails sent and received using Move Right
Total Emails: The total number of emails sent and received for a job in Move Right
Total Inbound Emails: The total number of emails received for a job in Move Right
Total Outbound Emails: The total number of emails sent for a job in Move Right
Tasks / Followup reporting
Next Task Scheduled At: The time of the next scheduled task - usually these are created by the Bee AI
Next Communication Scheduled At: The time of the next scheduled communication / follow-up - usually these are created by the Bee AI
An example of a job that is manually operated:
A new lead comes in through the website - this is that leads “created at” date
An agent places an outbound call 90 seconds later, but the customer does not pick up their phone
The agent sends an SMS & email message to this customer, letting them know that they’re here to help with their moving inquiry
The customer replies to the text and lets us know that they’ll call back in one hour
The customer calls back one hour later and the agent records the call as an Inbound Call in Move Right by clicking the down arrow next to the Comment button and specifies notes about the call
In this case, we’ll be able to open up dynamic reporting and see our SMS and email totals! Check it out!
Most of these speed to first contact numbers are under 60 seconds; that’s pretty impressive! What’s YOUR speed to first contact?
Click here to see an example of that report in action!
If you’re interested in exploring this functionality further, please reply to this email and our team will gladly show you a more personalised example!
Improvements
Improved booking dialog is now available!
See the previous post for more information about the new booking dialog!
Change shortcut to open variables dropdown in Summaries to Ctrl + Space or Cmd + Alt + V on Mac
Improve formatting of the columns with dates in Dynamic Reports
Optimise Google Maps performance
Security improvements
Add an Estimated Gross Subtotal column to dynamic reports that shows the subtotal from the event’s active estimate
Synchronise actions performed in Yembo with Move Right by automatically creating the move in MR if it is created directly in Yembo and doesn’t exist in MR
Improve Update Inventory AI to handle inventory lists without rooms
Allow the default AI model to be changed per franchise from configs
Display paid information at-a-glance on the schedule (See below)
Yellow: A partially paid event
Red: A deposit is owed
Green: A fully paid event
Bug Fixes
Fix an issue where an invitation email is not sent after an employee account is created
Fix an issue where job watchers were notified when a new Avoca job is created
Fix an issue where document is generated but can’t be opened or sent
Fix an issue with retrieving availability
Fix an issue with Book Yembo Smart Consult
Fix an issue with creating a new job
Fix and issue with the responsiveness of the bookings dialog
Fix a deadlock issue while sharing an event
Fix an issue where the customer created as YMM customer instead of NSC customer and can’t be edited later
Fix an issue with responsiveness of the dashboard
Fix an issue where the accounting staff cannot add discounts to locked events