NOTE: This is an article on the "BOL V2" of MoveItPro, this version is compatible with our MoveItPro app. For a more Printer friendly version we recommend using "Default BOL" which can be changed via the BOL/Invoice Settings.
In order to access a customer's invoice / BOL, you will need to click the Invoice # for that customer on the foreman dashboard. Alternatively you can also find this via the account profile of the client under "Moves". You can then open the BOL for the client.
Once the document opens, you will see the image below.
RED : Go To Back Page to read Terms and Conditions
GREEN : Displays information on the Customer as well as the Origin Address and any additional stops as well as the Destination Address!
Orange : Displays important Notice information, the text box verbiage is fully customizable as well as the text box under Difficult Access Exceptions.
Additional Verbiage can be added and modified as displayed underneath Difficult Access exception
Pink : Allows you to select dates for Packing, Adjust the Agreed Pick-up and Delivery periods and view the referral source.
Purple : Allows you to adjust the packing materials for the job as well as having the customer sign for their valuation of choice. This box is customizable to fit your needs!
Maroon : This field is how the Movers will be able to input their Moving type as well as their start and stop times, collecting signatures for each start and stop.
Blue: Here is the charge breakdown section, outlining each line item that is being calculated and changed to the customer.
With the plus Icons you are able to add additional charges, and edit the pricing for the line item as well. The minus removes the line item charge.
Lime Green: These boxes are for the finalization of the job and collecting the final signatures after the all the start and stop times have been completed. The text in these fields is customizable.
Brown : Collect payment allows you to collect payment on the Job in your preferred form of payment while submit allows you to submit the job to the office. Note that you can submit the job to the office without collecting payment on the job.
NOTE: The digital invoice / BOL V2 is different from the printable version, for a more printer friendly version please use Default BOL.