Truck weight tickets now travel with the shipment. Crews can capture scale tickets directly in the Mover Inventory (Mobile QR Inventory) app — photo, ticket details, and carrier signature — right at the stages where trucks get weighed.

Net weight and final net weight are calculated automatically, every ticket auto-syncs to the CMS under the shipment's Documents tab, and your customer sees the same details in the customer portal. It's part of the default workflow, with an optional setting to make it mandatory.

✨ What's New

• Weight Tickets in the app — available by default from the Shipment Details menu at (Add Items to Inventory, origin Stage) and (Remove Items from Inventory, destination Stage). No setup required.
• Guided ticket capture — ticket number, date of weighing, weight type (Light, Heavy, or Reweigh), weight, tractor/vehicle and trailer numbers, commodity, carrier name, carrier signature, and a photo of the scale ticket (JPG or PNG).
• Automatic weight math — Net Weight is calculated as Heavy Weight minus Light Weight, and Final Net Weight is the lower of Net Weight and the latest Reweigh — with in-app tooltips explaining each.
• Optional mandatory flow — a per-shipment-type setting can require a weight ticket before the crew can complete the stage.
• Synced everywhere — uploaded tickets appear in the CMS under View Shipment → Documents → Truck Weight Tickets (grouped by Light, Heavy, and Reweigh) and in the customer portal.

👥 Who This Is For

• Crews and drivers — who weigh the truck at origin and destination and can now record the ticket on the spot, photo and signature included.
• Operations and compliance teams — who need weight documentation attached to the shipment record instead of chasing paper tickets.
• Billing teams — who bill by weight and rely on accurate net and final net weights, calculated consistently every time.
• Your customers — who see the same weight ticket details in the customer portal for full transparency.

⚙️ How to Configure

The feature is on by default. In the app:

1. On a shipment at (Add Items to Inventory, origin Stage) or (Remove Items from Inventory, destination Stage), open the actions menu on Shipment Details and tap Weight Tickets.
   
   
2. The Weight Tickets screen shows running Net Weight and Final Net Weight. Tap the + icon to add a ticket.
   
   
3. Fill in the ticket: Ticket Number, Date of Weighing, Weight Type (Light / Heavy / Reweigh), Weight, and Carrier Name are required, along with the Carrier Signature and an attached Scale Ticket photo (JPG or PNG). Tractor/Vehicle No., Trailer No., and Commodity are optional. Tap Upload.
   
   
4. The uploaded ticket appears as a card with the scale ticket photo, ticket number, date, tractor/trailer, carrier, weight, and a Signature Captured badge. Tap the info icons to see how Net Weight (Heavy − Light) and Final Net Weight (lower of Net Weight and latest Reweigh) are calculated.
   
   
   
5. To make it mandatory: in the Mover Inventory CMS, go to Settings → Shipment Type, edit the shipment type, and under General Settings, enable Upload Truck Weight Ticket. Crews must then upload a ticket before completing Origin or Destination Stages.
   
   
6. Every ticket auto-syncs to the CMS: open View Shipment → Documents to see the Truck Weight Tickets section grouped by Light, Heavy, and Reweigh, each with ticket number, weight, weighing date, and View Details. The same view is available to your customer in the portal.
   
   

🔎 Good to Know

• Default workflow, optional enforcement. Weight Tickets appear automatically in the app; only the mandatory requirement needs a setting, and it applies to Stage 1 and Stage 4 only.
• The math is handled for you. Net Weight = Heavy − Light; Final Net Weight = the lower of Net Weight and the latest Reweigh, calculated once all required tickets are in.
• One source of truth. The app, the CMS Documents tab, and the customer portal all show the same synced ticket details.

🎉 Available Now

Truck Weight Tickets are live in the Mover Inventory (Mobile QR Inventory) App and CMS. Weigh the truck, snap the ticket, capture the signature — and the shipment record, your office, and your customer all have it instantly.

Your crews can now document the condition of the customer's property itself — not just the items.

Property Exceptions, new in Mover Inventory (Mobile QR Inventory), lets the crew record property damage with photos, structured details, and a driver signature at the beginning and end of stage activities, at both origin (Add Items To Inventory) and delivery (Remove Items From Inventory) stages.

A pre-existing scuff on the door or peeling paint on the wall gets captured before work starts; anything that happens during the move gets captured before the crew leaves. Every record syncs across the App, the CMS, and the Customer Portal — giving you timestamped proof when a damage complaint arrives, and a fair, transparent record for your customer. It's part of the default workflow, with an optional setting to make it mandatory.

✨ What's New

• Property Exceptions in the app — available by default at (Add Items to Inventory, origin Stage) and (Remove Items from Inventory, delivery at destination Stage), captured at Begin Stage (before starting stage activities) and End Stage (after completing them).
• Structured damage capture — photos, damaged property (wall, floor, door, elevator, landscaping, and more), area/room, damage type, a note, worker name, and driver initials and signature.
• Three synced sources — crew records in the app, the shipment owner records in the CMS (Admin), and the customer records in the customer portal — each shown under its own tab, grouped by Origin and Destination.
• Email alerts — When a customer adds a property exception in the customer portal, the shipment owner is notified immediately via email with the full details.
• Optional mandatory flow — a Shipment Type setting can require a property exception before the crew can start or complete the stage.

👥 Who This Is For

• Moving company owners and claims handlers — who need timestamped, signed, photographic proof of property condition when a damage complaint comes in.
• Crews and drivers — who can protect themselves by recording pre-existing damage before touching a single item.
• Operations managers and shipment owners — who can log phoned-in reports from the CMS and see every exception from every source in one place.
• Your customers — who get a transparent view of everything recorded, and can report property damage themselves through the portal.

⚙️ How to Configure

Property Exceptions is on by default — it's already in your current workflow. In the app:

1. At Origin (Add Items To Inventory) or Delivery (Remove Items From Inventory) stages, the shipment menu shows Property Exception – Begin Stage. When completing the stage, the crew sees Add Property Exception – Stage End before finalizing.
   
   
   
2. Tapping it opens the Add Property Exception form: choose the stage timing, add photos, and select the Property Damage, Area/Room, and Damage Type, then add a note, worker name, and the driver's initials and signature, and submit.
   
   
   
   
3. The recorded exception appears as a card with all details and photos, with options to edit or delete — and it syncs to the CMS automatically.
   
   
4. To make it mandatory: go to Settings → Shipment Type, edit the shipment type, and under Exception Settings enable Allow Property Exception. Crews then can't start or complete the stage without recording one — the app prompts them directly.
   
   
   
5. In the CMS, open View Shipment → Exceptions → Property Exceptions. The Crew tab shows everything recorded in the app, grouped by Origin and Destination with Begin/End Stage badges.
   
   
6. Something reported by phone? The shipment owner can record it from the Admin tab with + Add Property Exception — the same layout the crew uses, including images, damage details, worker name, and signature.
   
   
   
   
7. Customers see every recorded exception in the customer portal — and can add their own under Exceptions → Property Exceptions → Customer Portal. Their entries appear in the CMS under the Customer tab.
   
   
   
8. When a customer submits one, the shipment owner receives a New Property Exception email with the shipment, customer, and damage details — so nothing reported through the portal goes unnoticed.
   
   

🔎 Good to Know

• Default workflow, optional enforcement. Property Exceptions is live in the app with no setup; only the mandatory requirement uses the Allow Property Exception setting, and it applies to Origin and Destination Stages.
• Source-labeled and synced. App entries appear under Crew, CMS entries under Admin, and portal entries under Customer — in both the CMS and the customer portal, grouped by Origin and Destination.
• Records lock when the stage completes. Crew-recorded exceptions become read-only once the stage is completed — for the customer and the shipment owner alike. Only exceptions added from the CMS or by the customer remain editable on the CMS side, keeping the crew's field record tamper-proof.

🎉 Available Now

Property Exceptions is live across the Mover Inventory app, CMS, and Customer portal. Walk the property, snap the photos, capture the signature — and every complaint conversation starts from proof, not memory.

Getting from a grid to the record behind it is now a single click, everywhere. The Contact Name and Company Name columns in Sales → Work Requests, Sales → Estimates, and Operations → Work Orders now behave consistently: click a contact and you land on that contact's detail page in the Contacts module; click a company and you land on that company's detail page in the Companies module — with the correct record loaded every time.

✨ What's New

• Sales → Work Requests — the Company Name column is now clickable and routes to the company's detail page. Contact links continue to work as before.
• Sales → Estimates — the Company Name column is now clickable and opens the associated company record. Contact links continue to work as before.
• Operations → Work Orders — both columns are now live: the Contact Name opens the related contact record, and the Company Name opens the related company record.
• Consistent everywhere — all three grids now navigate the same way, so muscle memory from Sales carries straight into Operations.

👥 Who This Is For

• Sales reps and estimators — who jump from a work request or estimate to the company record to check account details without a detour through the Companies module.
• Dispatchers and operations teams — who can now open the contact or company behind any work order directly from the Work Orders grid.
• Account managers handling corporate clients — who move between a client's requests, estimates, and orders and their company page all day long.

⚙️ How to Configure

There's nothing to set up — the links are live in each grid automatically.

1. In Sales → Work Requests, click any name in the Contact Name or Company Name column to open that record's detail page.
   
   
2. In Sales → Estimates, the Contacts and Company Name columns work the same way.
   
   
3. In Operations → Work Orders, both Contact Name and Company Name are now clickable links too.
   
   

🔎 Good to Know

• Links land on the exact record. Each click navigates to the corresponding contact or company detail page with the correct details loaded.
• Blank means blank. Rows without an associated company show a dash in the Company Name column — there's simply no record to open.
• Works with your saved views. The links are part of the columns themselves, so they work in any view where Contact Name or Company Name is displayed.

🎉 Available Now

Clickable Contact and Company links are live across Sales → Work Requests, Sales → Estimates, and Operations → Work Orders. One click, straight to the record.

Surveys drive bookings — and now you can watch that pipeline work, owner by owner. The new Survey Report, available under Sales → Reports, shows how each work request owner turns new work requests into scheduled surveys, completed surveys, and booked moves: one row per owner, with counts and conversion percentages across the entire survey pipeline, filterable by created date and owner.

✨ What's New

• Survey Report under Sales → Reports — a new owner-level report covering the full journey from work request to booking.
• Nine columns per owner — Owner Name, Total WR Added, Total Survey Scheduled, Total Survey Completed, Survey Completion Rate (%), Total WR with Survey Booked, WR to Booking Conversion (%), WR with Survey Scheduled (%), and WR with Survey Completed (%).
• Built-in filters — narrow the report by Created From/To date range and by Owner.
• Export and expand — export the report or expand it full screen, just like other sales reports.

👥 Who This Is For

• Owners and sales managers — who want to see at a glance which reps convert work requests into surveys and bookings, and where leads stall.
• Sales reps and work request owners — who can track their own pipeline: how many work requests they've added, surveys scheduled and completed, and moves booked.
• Operations and admin teams — who report on survey activity and need clean, exportable numbers by owner and date range.

⚙️ How to Configure

1. Navigate to Sales → Reports and open Survey Report.
   
   
2. The report lists every work request owner with their counts — work requests added, surveys scheduled, surveys completed, work requests with a survey booked — and the calculated percentages: Survey Completion Rate, WR to Booking Conversion, WR with Survey Scheduled, and WR with Survey Completed.
   
   
3. Click Apply Filters to narrow the results by Created From/To date range or a specific Owner. Use Clear Filters to reset, Export to download the report, or Expand for a full-screen view.
   
   

🔎 Good to Know

• One row per owner. All counts and percentages are grouped by the work request owner, so performance comparisons across the team are immediate.
• Percentages are calculated for you. Completion and conversion rates update automatically from the underlying counts — no spreadsheet math needed.
• Date filter uses the created date. The From/To filter applies to when the work requests were created, so you can measure any period — a week, a month, or a season.

🎉 Available Now

The Survey Report is live under Sales → Reports. Open it, set your date range, and see exactly how work requests are turning into surveys and bookings — owner by owner.

Your account-level storage business just got a dedicated home. The new Storage tab on the company profile brings every consolidated storage shipment for that company — created from the CRM and pushed to Mover Inventory — into one organized view, complete with subscription status, recurring charges, and next charge dates, and links each shipment straight into the Mover Inventory CMS.

✨ What's New

• Storage tab on the company profile — alongside Payments, Invoices, Work Orders, and the other company tabs, showing all consolidated storage shipments for that company.
• Full storage picture per shipment — Customer Name, Shipment ID, MI Shipment ID, Subscription ID with its status, Subscription Start Date, Recurring Charge, Next Charge Date, and Shipment Name.
• One-click jump to Mover Inventory — clicking the MI Shipment ID opens that shipment's View Shipment screen in the Mover Inventory CMS.
• Search and export — search within the company's storage shipments and export the list.

👥 Who This Is For

• Moving companies serving corporate and account clients — who run multiple storage shipments under one company and need them consolidated in one view.
• Billing teams — who track storage subscriptions, recurring charges, and upcoming charge dates per account.
• Operations and warehouse teams — who need to jump from the CRM account straight to the shipment details in Mover Inventory.

⚙️ How to Configure

There's nothing to set up — the tab appears automatically on company profiles.

1. Open a company profile and select the new Storage tab. Every consolidated storage shipment created from the CRM and pushed to Mover Inventory for this company is listed with its subscription details.
   
   
2. Click a shipment's MI Shipment ID to open that shipment directly in the Mover Inventory CMS View Shipment screen — customer info, items, signature history, and settings are one click away.
   
   
   

🔎 Good to Know

• Consolidated by company. The tab rolls up storage shipments across the company's customers, so you see the account's entire storage footprint at once.
• Subscription status at a glance. Each row shows the subscription's current status (e.g., Active) along with its recurring charge and next charge date.
• CRM-created shipments. The list covers storage shipments created from the CRM and pushed to Mover Inventory.

🎉 Available Now

The Storage tab is live on company profiles. Open any company, click Storage, and the account's complete storage picture — shipments, subscriptions, and charges — is in front of you, one click from Mover Inventory.

Every moving company closes out a job differently — some require a formal Terms & Conditions acceptance on the Final BOL, some capture a carrier signature alongside the shipper's, and some let crews carry a remaining balance forward to the next work order. Three new Crew App permissions now put each of those choices in the administrator's hands, configurable per service type, so the Crew App matches your close-out process exactly.

✨ What's New

• Terms & Conditions Acknowledgement Required — when enabled, the Terms & Conditions checkbox appears in the Final BOL confirmation popup and the crew member must accept it before confirming the Final BOL. When disabled, acceptance isn't required.
• Show Carrier Signature in Final BOL — shows or hides the Carrier Signature section in the Final BOL confirmation popup. This controls visibility only — it doesn't add signature validation.
• Carry Forward — enables or disables the Carry Forward option in the Crew App. When disabled, the Carry Forward button is hidden from crew members.
• Per-service-type control — like all app permissions, each can be toggled independently for Local, Intrastate, Interstate, Commercial, and International jobs.

👥 Who This Is For

• Owners and administrators — who decide what the close-out flow must include: a formal T&C acceptance, a carrier signature, or neither.
• Operations managers — who run different rules for different service types — for example, requiring T&C acknowledgement on interstate jobs but not local ones.
• Companies controlling payment flexibility — who want to allow or prevent crews from carrying a balance forward instead of collecting it on the spot.
  

⚙️ How to Configure

1. Navigate to Settings → Crew App → General and open the App Permission tab.
2. Find the three new rows — Terms & Conditions Acknowledgement Required, Show Carrier Signature in Final BOL, and Carry Forward — and check or uncheck each per service type.
   
   

🔎 Good to Know

• T&C is enforced; carrier signature is not. With T&C acknowledgement enabled, the Final BOL cannot be confirmed until the box is checked. The carrier signature permission only shows or hides the section — it doesn't block confirmation.
• Hiding Carry Forward removes the button entirely. Crews on that service type simply won't see the option, so the full balance is collected at close-out.
• Mix and match by service type. Each permission is a separate checkbox per service type, so your Local close-out can differ from Interstate or International.

🎉 Available Now

All three permissions are live under Settings → Crew App → General → App Permission. Set them once per service type, and the Crew App's Final BOL and payment flow will follow your rules on every job.

Storage jobs move in two directions — into your warehouse or back out of it — and the work request needs to reflect which one. Previously, toggling Storage flipped which address (origin or destination) received your organization's corporate address, but the two states weren't labeled, so it was unclear which mode was active.

Now the Storage option comes with explicit Storage In and Storage Out choices, the corporate address lands in the right place automatically, and the direction is visible on the work request detail and list views.

✨ What's New

• Labeled storage direction — checking Storage on a work request now reveals Storage In and Storage Out radio buttons, with Storage In selected by default.
• Automatic corporate address placement — Storage In fills the Destination with your organization's corporate address; Storage Out fills the Origin. Switching moves the address accordingly.
• Storage direction on Move Summary — the work request detail screen shows a Storage In or Storage Out chip at a glance.
• New list columns — the work requests list adds Storage and Storage Type columns showing whether a request involves storage and in which direction.

👥 Who This Is For

• Moving companies offering storage services — any mover handling storage-in and storage-out jobs alongside regular moves.
• Sales and booking staff — who create storage work requests and need the corporate address in the right slot without guesswork.
• Dispatchers and operations managers — who need to see at a glance whether a job is headed into the warehouse or out of it.
• Back-office teams — who review the work request list and can now filter the day's storage jobs by direction using the new columns.

⚙️ How to Configure

1. On the work request's Move Information section, check Storage.
   
   
2. Two options appear: Storage In (default) and Storage Out.
   
   
3. With Storage In selected, your organization's corporate address is populated as the Destination — the goods are coming into storage.
   
   
4. Select Storage Out and the corporate address moves to the Origin — the goods are leaving storage.
   
   
   
5. On the work request detail screen, the Move Summary card shows the storage direction as a chip.
   
   
6. In the work requests list, the new Storage and Storage Type columns show the same information across all requests.
   
   

🔎 Good to Know

• Default is Storage In. Checking Storage pre-selects Storage In; switch to Storage Out when the goods are leaving your warehouse.
• It's your organization's address. The address used is the Corporate Location address of the organization on the work request, as configured in the location settings (Edit Location → Address).
• Switching is clean. Changing between Storage In and Storage Out moves the corporate address between Destination and Origin automatically.
• Unchecking removes it. Turning Storage off removes the storage option and the associated corporate address from the work request.

🎉 Available Now

Storage In / Storage Out is live on the work request screen. Book your next storage job with the direction labeled, the corporate address in the right slot, and the storage type visible everywhere the work request appears.

You can now attach supporting PDF documents directly to invoices in the Invoice Module, making it easier to share all relevant documents with your customers in a single email.

Whether it’s additional documentation, terms and conditions, receipts, or any other supporting file, the attached PDF will be included when the invoice is sent, eliminating the need for separate follow-up emails.

What’s New?

• Attach one or multiple PDF files while creating an invoice.
• Attached files are automatically included when the invoice is emailed to the customer.
• Only PDF files are supported.
• Minimum file size: 0.1 KB
• Maximum file size: 7 MB per file.

Why This Matters

• Send invoices and supporting documents together in one email.
• Reduce back-and-forth communication with customers.
• Keep all invoice-related documentation organized and easily accessible.
• Improve the overall billing and customer experience.

How to Use

1. Navigate to the Invoice Module and create or edit an invoice.
2. In the Invoice Info step, click Add Attachment.
3. Select one or more PDF files (up to 7 MB each).
4. Complete the invoice and send it to the customer.
5. The attached PDF files will be delivered along with the invoice email.
   

Note: Only PDF files are accepted. Multiple PDF attachments are supported, with each file having a maximum size of 7 MB.

🎉 Available Now

PDF attachments are live in the Invoice module — attach the supporting documents while creating the invoice, and your customer receives everything in one place.

On multi-day jobs, you've long been able to control when the Tip popup appears — on the first work order, the last, or every one. The BOL confirmation, however, appeared on every single day: shipper and carrier signatures at the end of each day's work order. Based on your feedback, that's now configurable too.

A new Crew App setting — Show BOL Confirmation Popup For Multi-Day Jobs — works exactly like the existing tip popup control, so the customer signs the BOL at the point in the job that matches your workflow.

✨ What's New

• Show BOL Confirmation Popup For Multi-Day Jobs (new) — choose whether the BOL confirmation (delivery acknowledgment, terms & conditions, and shipper/carrier signatures) is collected on the First Work Order, Last Work Order, or All Work Orders. It defaults to All Work Orders — the same behavior as before.
• Modeled on the existing tip control — it works exactly like Show Tip Popup For Multi-Day Jobs, which already lets you time the tip prompt the same way (and defaults to Last Work Order).
• Independent settings — tips and BOL confirmation are configured separately, so you can collect signatures on day one and tips on the final day, or any combination.

👥 Who This Is For

• Moving companies running multi-day jobs — pack one day, load the next, deliver after that — where each day is its own work order.
• Operations managers and admins — who define when in the job the customer should sign the BOL and be asked for a tip.
• Crews in the field — who no longer have to walk the customer through signatures and tip prompts at the end of every single day.
• Billing teams — who want tips collected once, at the right point in the job, instead of day by day.

⚙️ How to Configure

1. Navigate to Settings → Crew App → General → Default.
2. You'll find the new Show BOL Confirmation Popup For Multi-Day Jobs setting directly below the existing Show Tip Popup For Multi-Day Jobs.
   
   
3. For each, pick First Work Order, Last Work Order, or All Work Orders. The Crew App applies the timing automatically on multi-day jobs.
   

▶️ How it plays out in the Crew App

Both set to Last Work Order: finalizing the final day's work order shows the BOL Confirmation with shipper and carrier signatures, then the Tips popup, then the payment screen to complete the job. Earlier days finalize without prompts.


BOL on First, Tips on Last — day one: finalizing the first work order collects the BOL confirmation and signatures, then proceeds to payment (with carry-forward for the remaining balance); no tip prompt until the last day.


BOL on First, Tips on Last — the final day: the crew goes straight from finalizing to the Tips popup and payment; the BOL confirmation was already captured on day one.

🔎 Good to Know

• Defaults. BOL Confirmation defaults to All Work Orders — matching how it worked before this release — and the Tip popup defaults to Last Work Order. Adjust either whenever it suits your workflow.
• Multi-day jobs only. These settings control multi-day jobs; single-day jobs finalize as they always have.
• The order of prompts is preserved. When both fall on the same work order, the crew sees BOL confirmation first, then tips, then the payment screen.

🎉 Available Now

BOL Confirmation timing is live under Settings → Crew App → General → Default, right alongside the tip popup control. Set them once to match how your company runs multi-day jobs, and the Crew App will prompt the customer on the right day — and only the right day.

We’re excited to introduce Note Categories for Internal Note Templates in Movegistics AI. This enhancement helps organizations better organize note templates by department, ensuring users can quickly find the right template when adding notes to a Work Request, Work Order, Contact, Companies, Lead, Trip, Claim & Storage Modules.

Instead of displaying every available template, users will now only see templates that belong to the category they select, making note management faster, cleaner, and more efficient.

✨ What’s New?

You can now:

• 🗂️ Create custom Note Categories
• 🏢 Organize note templates by department or business function
• 📝 Assign a category while creating a note template
• 🎯 Filter templates by category when adding notes
• ⚡ Display only relevant templates for the selected category

Example categories include:

• 👥 Customer Support
• 💰 Accounting
• 🚚 Operations
• 📊 Sales

🎯 Why This Matters

• As organizations grow, the number of internal note templates can increase significantly. Showing every template to every user can make it difficult to locate the appropriate one.
• With Note Categories, templates are organized by department or purpose, allowing users to quickly select the correct template while preventing unrelated templates from appearing.
• For example, if an Accounting user selects the Accounting category, only Accounting-related note templates will be displayed. Templates created for Sales, Operations, or Customer Support will be hidden, creating a cleaner and more efficient workflow.

⚙️ How to Configure

Create a Note Category

1. Navigate to Settings → Sales → Notes.
2. Open the Category tab.
3. Click ➕ Add Category.
4. Enter the category name (for example, Customer Support, Accounting, Operations, or Sales).
5. Save the category.

Create a Categorized Note Template

1. Open the Notes tab.
2. Create a new note template.
3. Select the appropriate Category.
4. Choose the applicable Service Type.
5. Enter the note title and content.
6. Save the template.

🚀 Start Using It

Once your categories and note templates have been configured, users can begin using them while creating Internal Notes in a Work Request, Work Order, Contact, Companies, Lead, Trip, Claim & Storage Modules.

When adding a new note:

1. 📝 Click Add Note.
2. 📂 Select the appropriate Note Category.
3. 📋 Movegistics AI will automatically display only the templates assigned to that category.
4. ✍️ Select the desired template and continue adding your note.

For example, if you select the Accounting category, only Accounting note templates will be available. Templates created for Customer Support, Sales, or Operations will not be displayed, helping users quickly find the most relevant note template.

💡 Key Benefits

• 🗂️ Organize note templates by department
• 🎯 Quickly find the right note template
• 🚫 Eliminate unrelated templates from the selection list
• ⚡ Improve efficiency when creating Work Request and Work Order notes
• 📋 Keep internal documentation structured and easy to manage

🎉 Available Now

The Note Categories enhancement is now available in Movegistics AI, making internal note templates more organized, easier to manage, and faster to use across different departments.