Moving Jobs Between Branches

MoveitPro has the capability for moving company owners to run multiple branches in their software. If you provide an estimate, or schedule a job, to the wrong branch, you can correct this by following the steps below.

To swap clients between branches, you would go to the Account Data page for the client's profile. Once there, you click the "Edit" button towards to the top right of the page. (Shown Below)

On the following page, you'll see a few options. Here, we'll want to focus on "Branches" (Red). When you've changed to the correct branch, you would click "Update" (Blue).

Be Mindful of the pop-up that'll appear when you attempt to update the system with the new branch.

This is to notify you that you would need to re-add the cards used for payments in the system. (Note: This would primarily affect you if you're using our payment gateway integration, and if the branches have different gateways set up for them.) Clicking "Ok" on this pop-up will finalize the branch swap. Once it loads it'll take you back to the Account Data page of the client's profile and you'll see the new branch in place of the previous.

If you notice that you have the wrong branch for the estimate that you're providing to the client, and you haven't saved the estimate yet, you can easily swap the branches using the instructions above. When you've changed the branch, you can go back to Step 1 and trigger the system to use the new branch's calculations by clicking the "Calculate" button. After you click "Calculate" you would click "Proceed to Inventory" and that will update the current estimate to the new branch. Steps demonstrated below.

If you've noticed that the client is assigned to the wrong branch after you've already sent them the estimate, you can still adjust the branches for the client, as detailed above, but in this case, as you have already provided pricing for the client, you may want to provide an entirely separate estimate. We'll go over how to handle that below.

Note: This is primarily relevant when your branches have different pricing structures. If your branches use the same pricing, then simply reopen the estimate using the "Edit Estimate" button on Step 6 and follow the steps mentioned in the previous section.

To start, you'll want to access the original estimate that you created and click the "Copy Estimate" button.

After clicking on "Copy Estimate", it'll open up a brand new estimate, with the same address & inventory information as the original, but, in this case, assigned to the new branch. (Note: We recommend taking a screenshot, or similar note, to make it easier to update the pricing on the new estimate, if necessary.)

Moving to Step 6, here you'll be able to adjust the pricing, as needed, using the lefthand side to adjust what is being charged, and the righthand to change how it's being charged.

Once you're done adjusting what you need, to send this out to the client, so they have the proper branding, etc. on their estimate, you'll need to do a new event. With an open estimate, you'll have two (2) options:

1) Use the "Save" button at the top right (Note: This is only available on open estimates)

or

2) Use the "New Event" button at the bottom left (Note: This will always be available, regardless of the state of the estimate)

Through your chosen method, you'll come to the following pop-up:

To make sure the customer/prospect get the new version of their estimate, you'll want the Source to not be to "Reviewing Only". For this purpose, "Phone Inbound: Spoke With" will typically suffice to send out the estimate.

Once the Source is chosen, to send the estimate out to the client, you'll click on Pending Job. If you instead wanted to put the new estimate on the schedule, Then you'd use the Schedule Job button.

If you didn't catch that the estimate was assigned to the wrong branch until after you already began, or finished, the scheduling process, you can still update the branch.

After following the steps outlined above to swap out the branch in the Account Data, you would just to do one of two (2) things:

If you want to use the original estimate, you would need to remove it from the schedule, update the branch, and then reschedule.

or

You can follow the steps above for "Estimate is Already Saved" and create a separate estimate to schedule for the correct branch. If you go with this method, and would like to cancel the original estimate that's on the wrong branch, you can use the buttons below to review how to cancel a job -- using your preferred method.