Version 3.0
November 3, 2026
Latest
The biggest knowledge refresh yet. All ten coaches now cover everything Movegistics shipped through late October, and more of their answers are checked against real support tickets.
Knows updates through October 29, 2026
54 new product updates (264 total)
Coaches updated: all ten
Contact Pipelines and Contacts Kanban
Track contacts through stages of their own, with a board view and a default view per user.
Kanban View for Work Orders
Your operations pipeline as a board, plus a persistent Work Order approval queue and two-click duplicate work orders.
Activity Checklists
Inspections built into every crew clock-in and clock-out.
Job Margin Commissions
Pay commissions on profit, settled when the job is paid, plus automatic Line Item Mapping on invoices.
Task Automation
A new Task Rule creates tasks for your team on Work Requests and Work Orders automatically.
Sent Items
Every outbound email and text, from users and automations, in one audit trail.
Bingo Sheet View
A live Digital Inventory ledger in every stage of Mover Inventory.
Answers checked by support
23 answers are now confirmed with Movegistics support (up from 7), such as cancelling a booked job in the right order.
And more: referral source routing, line-item discounts, deposits and travel charges by service type, AND / OR filters, tap-to-call the onsite contact, packing materials on the dispatch screen, and the October HomeSurvey.ai review screen improvements.
Try it: ask your coach “What are the recent Movegistics updates?” It summarizes every new release, with a link to the full product article.
Version 2.2
October 6, 2026
Knowledge update
Folds the September releases into every coach, led by the new Bill of Lading module and parallel stages in QR Mobile Inventory.
Knows updates through October 2, 2026
32 new product updates (210 total)
Coaches updated: all ten
Bill of Lading Module
Manage, send and track every BOL from Operations, plus pack, pickup, delivery and guaranteed service dates on interstate moves.
Concurrent Stages and Stage Board
QR Mobile Inventory runs stages in parallel with a live stage board, built for household goods.
New Leads Report
Every lead’s details in one place under Sales, Reports. Filterable and exportable.
Origin-Based Sales Tax
Sales tax applied automatically from the move’s origin on every estimate and invoice.
Automatic Resource Costing
Vehicle, tool and equipment costs flow into job costing automatically.
And more: Quick Edit on the estimate preview, editing crew activities from the CRM, transparent convenience fees, one-tap contact details in the Crew App, and note templates on work orders.
Version 2.1
September 8, 2026
Knowledge update
Brings the late-August releases into every coach, from the Work Request board to new sales reports.
Knows updates through September 3, 2026
13 new product updates (178 total)
Coaches updated: all ten
Kanban View for Work Requests
Your whole sales pipeline as drag-and-drop cards, with live totals, dollar value and win rate on every stage.
Mobile QR Inventory Upgrades
Property Exceptions to document home damage, plus Truck Weight Tickets captured in the app.
Lead Lifecycle and Survey Reports
Every lead’s journey in one row, and estimate-versus-actual survey variance at a glance.
Tariff-Based Minimum Charges
Minimums on non-binding interstate estimates, including peak season minimums.
Role-Based Move Coordinator
Mark who can be a Move Coordinator on the user profile, and edit start and end times on an assigned work order.
And more: invoice columns on the Work Orders grid, a Storage tab on the company profile, convenience fees on recurring storage subscriptions, three new Crew App permissions, and one exception per pass in Mover Inventory.
Version 2.0
August 17, 2026
Major update
A new version numbering for the AI Coach, starting at 2.0, with a cleanup across every coach. Two follow-up builds on August 18 (2.0.1 and 2.0.2) finished the naming cleanup and rewrote the Billing Coach for the new invoice editor.
Knows updates through August 14, 2026
6 new product updates (165 total)
Coaches updated: all ten
Billing Coach rewritten
Invoice guidance now follows the single-screen invoice editor, including PDF attachments on invoices.
Full answers on every module
Billing, QR inventory, Smart Warehouse and claims questions are answered in full, with outdated “coming soon” notes removed.
HomeSurvey.ai Dashboard V2
AI Move Summary, Review Together and the August HomeSurvey.ai improvements.
Storage In and Storage Out
Explicit storage direction on storage moves, plus BOL confirmation timing for multi-day jobs.
Version 19
August 1, 2026
Knows updates through July 30, 2026
7 new product updates (159 total)
- Crew Tracking 2.0 with work order based live GPS
- Self-service AWS SES domain and DKIM verification
- Configurable estimate signature enforcement in the Crew App
- Last Action indicator on Leads and Work Requests, and persistent notification filters
- The Crew App Supervisor’s Field Guide
Versions 17 and 18
July 17 to 24, 2026
Knows updates through July 23, 2026
11 new product updates (152 total)
- Outlook email inbox integration, so customer email lives inside Movegistics
- Automated estimate reminder emails with the Estimate Link merge field
- Mobile QR Inventory: void items, bulk unit reassignment, and high-value, firearm, bulky article and van line details
- Role-based resource allocation, and a default crating multiplier and minimum
- A simpler universal kit for ChatGPT, Gemini and other AI tools, with one README FIRST guide
Version 16
July 6, 2026
Knows updates through July 2, 2026
4 new product updates (141 total)
- Worker and contractor accept or decline on work orders
- User-level AWS email verification
- Claim item photos in Claims Management
- Custom text colors for work order activities on the monthly schedule
Version 14
June 22, 2026
Knows updates through June 20, 2026
4 new product updates (137 total)
- Territory-based lead assignment with vacation and availability fallback
- Automatic Move Coordinator assignment from the sales rep
- Crew damage incident reports in the Crew App
- Expanded Outlook calendar integration, and resource filters by role and tags
Versions 12 and 13
June 7 to 11, 2026
Knows updates through June 3, 2026
133 product updates
- A refreshed AI Coach page with every coach kit in one place
- Training Mode, the 8-phase guided onboarding, built into every coach
- Version 13 refreshed the Coach Suite and the Marketing Coach kit
Launch
April 22, 2026
- The Movegistics AI Coach launches: role-based AI coaches trained on every workflow in the CRM
- Backed by 1,000+ pages of verified documentation and thousands of real support interactions
- Free for all Movegistics users
