Tags That Stick. Cartons You Can See Into.

Built From a Customer’s Notes

Clear Out Excluded Items in One Step

Most of this release came straight from one mover’s feedback list. The first item on it: when items aren’t coming on the move, he was deleting them from the report one at a time so the customer wouldn’t be confused by them.

Now it is one action for all of them. Open the ⋮ menu on the Excluded tile at the top of the survey and choose Hide excluded from report, or Delete all excluded items. Same end state as before, without the clicking.

Hide them from the customer's copy, or remove them outright. Your call, one click.

Tags

Tags That Stick Around and Explain Themselves

Custom tags now last for the whole survey. Type a custom tag once, with its note, and it shows up as an option on every other item in that survey. No more retyping the same tag on item after item. If you genuinely want it on just one item, tick This item only.

Write the tag once. It is there for every item in the survey.

Every tag tells you what it means. Hover over a tag and a one-line description appears, so a new rep reading a survey for the first time knows what each one is asking for. Fragile, for example, reads Breakable, pack with extra padding. Custom tags get a description field too.

One line, not a paragraph.

Tag summaries can carry photos. The tag summary tables from September can now show each item’s photo beside it. Switch on Include item photos in the Tag summary settings. It is off by default, so the report stays lean unless you ask for it. This one was asked for by the owner of a moving company.

Off by default. On when the customer needs to see what they are deciding about.

The same total, now with a picture of every item in it.

Cartons

See Inside the Carton

Items packed into a carton normally stay off the customer’s report, because their volume and weight already travel with the carton. That is right for the totals and wrong when the customer wants to know where the lamp went. Open a carton and every item inside it now has an On report tick. Tick it and the item is listed on the report anyway, for reference. It is display only: the item’s volume still travels with the carton, so the totals don’t change.

Tick On report and the packed lamp is listed on the report. The totals stay exactly where they were.

Cartonable items, the lamps, framed art and other pieces that get packed into a carton, also got two upgrades in the review screen:

Editable numbers on top, the AI's outline on the photo below.

Smaller Things That Add Up

A Calmer Review Screen

Everything about the item, editable in one place.

Room actions and survey actions, finally labelled.

Fixed

Bugs We Squashed

• Save Draft just saves. It no longer opens the Review Complete window, which belongs to Complete Review only.
• Reset to AI capture is clean. No more duplicate rows after a reset, and the item counts in the header, Items tab, list and sidebar all agree.
• Sorting inside a room makes sense. “Room” is no longer offered as a sort option when you are already looking at a single room.
• One button less. The room header’s Walkthrough button, which only flipped between frame and video, is gone.
• Voice notes show once. A voice note could appear twice on the same survey. Fixed.
• Carton capacity reads true. Used capacity now shows values over 100% instead of stopping at 100.