Hi Team,
It’s been a busy few months here at Move Right, and we’re thrilled to announce a major platform update packed with new features, powerful improvements, and performance boosts all designed to make your job easier and more efficient.
Let's dive into what's new!
Table of Contents
Introducing Templates & Variables: Your New Time-Saving Superpower
Say goodbye to endless copying and pasting! One of our most requested features is here. You can now create, save, and share templates for job summaries, activity comments, and even dispatch schedules.
Create Once, Use Everywhere: Build templates for job summaries, opportunity notes, and activity comments. You can even create templates for sending schedules to your crew from the dispatch page!
Share with Your Team: Set default templates for each location to ensure consistency and share best practices across your entire team.
Auto-Fill with Variables: Why type when the system can do it for you? Insert variables into your templates to automatically pull in customer names, job details, addresses, and more. Even your email subjects can be templated!
How to Get Started With Templates:
Create a Template: Navigate to the templates page by going to Settings > Templates. Click "Add Template," give it a name, and choose a "context" (like 'Job Summary' or 'Activity Comment') to define where it will appear. As you write your template content, click the Variable icon to insert placeholders that pull live data directly from the job.
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Add a variable by clicking on the label 🏷️ emoji.
Set a Default: On the main Templates page, click the Star icon next to a template to make it the default for that context and location. This means it will automatically appear without needing to be selected!
Use a Template: When you're in the context you chose (e.g., adding a comment), your default template will appear automatically. To choose a different one, just click the Template icon and select from your list. It will erase any existing content you may have.
Our AI Just Got Smarter
We're continuing to enhance our AI systems to streamline your daily tasks.
Smarter Inventory Updates: The "Update Inventory" AI tool is now drastically more capable. By understanding the job context and your existing inventory, it can make intelligent updates from a simple comment. Just change your comment mode to “Update Inventory” and list your items!
AI Autodialer Improvements: We've rolled out significant upgrades to the thinking, logic, and prompts for the AI Autodialer, leading to smarter customer interactions. It works to contact customers at the most convenient times and automates SMS and email follow-ups.
The AI Autodialer is currently in alpha. Contact us to get early access!
More Power & Polish Across the Platform
Beyond the headline features, we've rolled out dozens of improvements to enhance your daily workflow.
Find Jobs Faster: You can now search for jobs directly by address from the main jobs page.
Never Lose Your Work: When editing a long comment, your changes are now automatically saved to your device. If you accidentally leave the page, you can retrieve your draft when you come back.
Better Reporting: We've improved Dynamic Reports by setting the default event status filter to "any" and fixing an issue that would incorrectly multiply job revenue.
Faster & More Reliable: We've shipped major performance improvements to Jobs V2 (especially with many comments), the backend rule system, and customer intake to make the whole system feel snappier.
What's Next?
We're already hard at work on the next round of updates based on your feedback. We're focused on making Jobs V2 and our AI systems even more powerful, with upcoming features including:
The ability to more quickly adjust the itinerary on each event.
More AI tooling to help you stay on top of follow-ups, update jobs faster, and automatically generate estimates.
A much-improved dialer integration to streamline your sales workflow.
New tools and improvements to Jobs V2, increasing the efficiency of your sales center team.
Thank you for your continued partnership and feedback. We're excited to see how these new tools help you grow your business!
Best,
The Move Right Team
Full Changelog
Templates & Variables
You can now create templates on the new opportunity page, job summaries, and activity section of Jobs V2.
You can set a default template for each location so that your sales agents and estimators can share templates amongst each other.
Templates can have variables which will pull data from the job.
Templates are now also available on the dispatch page, where you can create templates when sending schedules to the crew.
Select a template by clicking the template icon when adding a comment or editing a summary.
Add a variable by clicking the variable icon when adding a comment or editing a summary.
Subject can also be templated and populated.
This means that you no longer need to copy/paste templates into the activity or summary sections of Jobs V2!
AI Systems
Improve the Update Inventory AI tool to add the job context and existing inventory item list context - drastically improving the capabilities of the Update Inventory AI tool.
Improve AI Autodialer thinking, logic, and prompts for AI Autodialer for smarter interactions.
Dynamic Reports
Set the default dynamic report event status filter to any.
Add revenue event status filter.
Fix an issue where adding transactions to dynamic reports would multiple job revenue.
Improvements
Improve call rail tagging for new Call Rail leads.
Add “datadip” endpoint for use by AI Sales Agent & future dialer use.
Replace distance matrix API and Places API with Compute Routes API.
You can now search on the jobs page by address.
When editing a comment, changes are now saved to your device, to be retrieved if you leave the page and come back.
Crew members can no longer update documents and estimates.
Agents can no longer modify asset availability or book offs.
Trucks are now shown when booking delivery events.
Add query parameters to intake system, allowing next step forms (ie, calendly) to be automatically filled with customer information.
When viewing a job shared to you in Jobs V2 all the fields will be disabled and not be editable. Documents cannot be created in the zone it was shared to. Comments can still be left.
Performance and reliability improvements to the Call Rail lead creation endpoint.
Improvements to the data dip endpoint.
Add ability to update a jobs currency manually.
The search bar now directs the user to Jobs V2.
Performance Improvements
Improve performance of Jobs V2 when there are many comments.
Improve performance of the backend rule system, improving overall system performance.
Improve performance when resolving documents, improving overall system performance.
Improve customer intake performance.
Bug Fixes
Fix double dials with AI Autodialer when there are many autodials at once.
Fix an issue with not unique event/charge id after reloading page during the saving.
Fix an issue with Nice Jobs not authenticating properly.
Fix an error caused by double charge entries on a poor connection.
Fix an issue where we would update the customer when there are no customer-related changes.
Fix issue when removed charges reappear after other charges are added.
Fix an issue with the sent status when sending multiple documents at once.
Fix an issue with updating dock if location has attributes.
Fix issue when summary is not saved when job created and lost if page is reloaded.
Fix an issue where you could not edit the customer phone or email address from the job creation tool.
Fix issue when 'Invoice' button is not visible to some roles that have permissions.
Fix an issue with creating smart consults with the Yembo integration.
Fix an issue where crew could not see availability.
Fix an issue where the time in the SMS received template was not working correctly.
Fix an issue where a document cannot be created for a CallRail lead when the customer name is in the format 'Name,LastName'.
Fix an issue when event details popups stuck on the schedule.
Fix an issue for addresses that do not have “addressLineOne”.
Fix an issue with skipping calls when autodial is scheduled for the future and customer asked to reschedule it.
Fix an issue with changes disappear when editing comment and edit mode being set when comment is saving.
Fix an issue where an email would pass frontend validation but fail when saving.
Fix an issue where Jobs V2 would not sync updates after the zone context changes.
Fix an issue when uploading an inventory list.
Fix an issue where changes would intermittently disappear after applied and require a refresh to grab the latest changes.
Fix an issue with sending self surveys from Jobs V2.
Fix an issue where adding a charge would require a refresh intermittently.
Fix an issue with the event action menu overlapping in the overview tab.
Fix an issue with customer types and job origins were not being loaded from the system properly into the new opportunity page.
Fix an issue with displaying location without addressLineOne in edit mode.
Fix an issue where you could not see all assets when editing an events assets.
Fix an issue where multiple single use discounts could not be created at once.