Legacy discovery · Roadmap v1.1

Newly discovered features & requirements.

A traceable development backlog created by comparing the A and Meir editions of legacy DrMover. These are candidates and AI design proposals — not claims of completed or live features.

10
A edition references
17
Meir edition references
6
New AI proposals

Development backlog (33 entries)

Priority P0 = critical review first; P1 = next; P2 = investigation. A source-code reference is not functional verification. Items may overlap the existing capability catalog.

Showing 33 of 33 requirements

DME-A01A editionP0

Open Jobs Command Board

Consolidated open-work and dispatch exception board.

Area: Operations · Enterprise
Source / rationale: frmOpenJobsBoard.frm; USP_MANAGESCHEDULE
Planned / needs validation
DME-A02A editionP1

Carrier-linked Open Jobs

Coordinate open jobs with carrier handoffs and accountability.

Area: Operations · Enterprise
Source / rationale: frmOpenJobs.frm; USP_MANAGECARRIERS
Planned / needs validation
DME-A03A editionP0

Scheduled Survey Auto-import

Import surveys with source, ownership and duplicate validation.

Area: Surveys & Pricing · Both (adapt)
Source / rationale: frmSurveyAutoImport.frm; USP_MANAGESURVEYAUTOIMPORT
Planned / needs validation
DME-A04A editionP0

Job-specific Invoice Management

Keep invoices, payments and credits linked to individual moves.

Area: Finance · Enterprise
Source / rationale: frmLeadInvoices.frm; USP_MANAGEINVOICES
Planned / needs validation
DME-A05A editionP1

Lead Provider Import

Import outside lead providers while retaining attribution.

Area: CRM & Workforce · Enterprise
Source / rationale: frmImportProviders.frm; USP_MANAGEPROVIDERS
Planned / needs validation
DME-A06A editionP1

Employee Group Search

Locate assignable staff by group or eligibility.

Area: CRM & Workforce · Enterprise
Source / rationale: frmSearchForEmployees.frm; USP_MANAGEEMPLOYEEGROUPS
Planned / needs validation
DME-A07A editionP0

Configurable Follow-up Task Schedules

Schedule staff follow-ups based on lead stages and rules.

Area: CRM & Workforce · Both (adapt)
Source / rationale: frmFollowUpTaskScheduleDetails.frm; USP_MANAGEFOLLOWUPTASKSCHEDULES
Planned / needs validation
DME-A08A editionP1

DID and Phone Attribution Settings

Track incoming call numbers and lead-source reporting.

Area: CRM & Workforce · Enterprise
Source / rationale: frmDIDReportSettings.frm; USP_MANAGEDIALER
Planned / needs validation
DME-A09A editionP0

Additional Van-line Tariff Families

Assess National Van Lines, Red Ball and Winfield pricing parity.

Area: Surveys & Pricing · Enterprise
Source / rationale: USP_CALCULATENATIONALVANLINESTARIFF; USP_CALCULATEREDBALLTARIFF; USP_CALCULATEWINFIELDTARIFF
Planned / needs validation
DME-A10A editionP2

Ticket Workflow Audit

Investigate legacy ticket procedure behavior before adopting it.

Area: Customer Service · Enterprise
Source / rationale: USP_MANAGETICKETS (reference only)
Planned / needs validation
DME-M01Meir editionP1

Automated Export Rules

Approved scheduled exports with audit and destination controls.

Area: Data & Integrations · Enterprise
Source / rationale: frmAutoExport.frm; USP_MANAGEAUTOEXPORT
Planned / needs validation
DME-M02Meir editionP0

Legacy Data Import Center

Map and reconcile leads, scheduling, crews, packing and rates.

Area: Data & Integrations · Enterprise
Source / rationale: frmImportData.frm; USP_MANAGELEADS; USP_MANAGESCHEDULE; USP_MANAGELOCALRATES
Planned / needs validation
DME-M03Meir editionP1

Employee Hours Import

Reconcile employee hours to approved timesheets and wages.

Area: Finance · Enterprise
Source / rationale: frmImportEmployeeHours.frm; USP_MANAGEEMPLOYEESHOURS
Planned / needs validation
DME-M04Meir editionP1

Payment Import and Reconciliation

Import and reconcile payments without duplication.

Area: Finance · Enterprise
Source / rationale: frmImportPayments.frm; USP_MANAGEPAYMENTMETHODS
Planned / needs validation
DME-M05Meir editionP0

Effective-dated Rate Changes

Rate validity dates, increments and approved version history.

Area: Surveys & Pricing · Enterprise
Source / rationale: frmRateIncrement.frm; USP_MANAGEEFFECTIVERANGES; USP_MANAGERATESCHANGES
Planned / needs validation
DME-M06Meir editionP0

Dedicated Fuel Rate Engine

Calculate fuel charges from approved tariff settings.

Area: Surveys & Pricing · Enterprise
Source / rationale: frmFuelRates.frm; USP_CALCULATEFUELTARIFF
Planned / needs validation
DME-M07Meir editionP1

Broker Fee Settings

Track broker and agent fee rules per provider and move.

Area: Finance · Enterprise
Source / rationale: frmBrokerFeeSettings.frm; USP_MANAGEBROKERFEESETTINGS
Planned / needs validation
DME-M08Meir editionP1

Vehicle Shipping Rate Cards

Separate car transportation pricing from household-goods tariffs.

Area: Surveys & Pricing · Enterprise
Source / rationale: frmCarRates.frm; USP_CALCULATECARTARIFF
Planned / needs validation
DME-M09Meir editionP1

Lead Qualification Checklist

Consistent configurable checklists for sales conversion.

Area: CRM & Workforce · Both (adapt)
Source / rationale: frmLeadChecklist.frm; USP_MANAGECHECKLIST
Planned / needs validation
DME-M10Meir editionP1

Operations Calendar and Time Groups

Office calendars, dispatch windows and time groups.

Area: Operations · Enterprise
Source / rationale: frmCalendar.frm; frmTimeGroupInformation.frm; USP_MANAGETIMEGROUPS
Planned / needs validation
DME-M11Meir editionP1

Dialer Configuration

Carry forward call-center vendor and dialer settings.

Area: CRM & Workforce · Enterprise
Source / rationale: frmDialers.frm; USP_MANAGEDIALERS
Planned / needs validation
DME-M12Meir editionP1

Lead Assignment Receiving Shifts

Schedule who can receive incoming sales leads and when.

Area: CRM & Workforce · Enterprise
Source / rationale: frmEmployeeLeadsReceivingSchedule.frm; USP_MANAGEEMPLOYEELEADSRECEIVINGSCHEDULE
Planned / needs validation
DME-M13Meir editionP2

Reusable Quick Information

Reusable approved snippets and customer-communication details.

Area: CRM & Workforce · Enterprise
Source / rationale: frmQuickInfos.frm; frmQuickInfoDetails.frm; USP_MANAGEQUICKINFO
Planned / needs validation
DME-M14Meir editionP0

Third-party Extra Charge Policies

Auditable accessorial and third-party charge definitions.

Area: Surveys & Pricing · Enterprise
Source / rationale: frmExtraChargeInformation.frm; USP_MANAGEEXTRACHARGE
Planned / needs validation
DME-M15Meir editionP0

Best-price and Interstate Tariff Comparison

Evaluate verified long-distance, interstate and international paths.

Area: Surveys & Pricing · Enterprise
Source / rationale: USP_CALCULATEBESTPRICETARIFF; USP_CALCULATEBESTINTERSTATETARIFF; USP_CALCULATEINTERNATIONALTARIFF
Planned / needs validation
DME-M16Meir editionP1

Sales Follow-up Scheduler

Create follow-up call and task queues tied to leads.

Area: CRM & Workforce · Both (adapt)
Source / rationale: frmFollowUpSchedule.frm; USP_MANAGEFOLLOWUPS
Planned / needs validation
DME-M17Meir editionP1

Integration Synchronization Rules

Sync mapping, retries and duplicate-safe inbound data.

Area: Data & Integrations · Enterprise
Source / rationale: frmSynchronizationSettingsDetails.frm; USP_MANAGESYNCHRONIZATIONDATA
Planned / needs validation
DME-P01Proposed AIP1

AI Open-job Risk Briefing

Identify schedule gaps and open-job exceptions for human review.

Area: AI Extensions · Enterprise
Source / rationale: Proposal based on DME-A01/A02
Planned / needs validation
DME-P02Proposed AIP1

Survey Import Quality Assistant

Flag missing rooms, questionable matches and survey duplicates.

Area: AI Extensions · Both (adapt)
Source / rationale: Proposal based on DME-A03
Planned / needs validation
DME-P03Proposed AIP1

Tariff Parity & Margin Assistant

Compare approved tariff calculations; AI never approves prices.

Area: AI Extensions · Enterprise
Source / rationale: Proposal based on DME-A09/M05/M06/M15
Planned / needs validation
DME-P04Proposed AIP0

Migration Difference Analyzer

Find unmatched legacy records and produce reviewable import plans.

Area: AI Extensions · Enterprise
Source / rationale: Proposal based on DME-M01/M02/M17
Planned / needs validation
DME-P05Proposed AIP1

Smart Follow-up Recommendations

Suggest follow-ups respecting employee queues and opt-outs.

Area: AI Extensions · Both (adapt)
Source / rationale: Proposal based on DME-A07/M09/M12/M16
Planned / needs validation
DME-P06Proposed AIP1

Job Invoice Variance Detection

Highlight job, payment and invoice mismatches for review.

Area: AI Extensions · Enterprise
Source / rationale: Proposal based on DME-A04/M04/M07
Planned / needs validation
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