MoveitPro™ Moving Software

Kayla Bergenske

Nick Taylor

John Cunningham

Prospects / Customers

Creating a New Prospect

Prospects

Active Customers

In-Active Customers

Adding Past Clients

Customers

"Account Data" Tab

"Estimates" Tab

How to reach the tab on your customers' profiles to access/track move related information.

Moves Tab (Customer's Profile)

How to add jobs that you've already completed to your CRM

Adding a Completed Job (Moves Tab)

Claims Tab

"Related People" Tab

"Payments" Tab

"Events" Tab

"Tasks" Tab

"Documents" Tab

"Payment Methods" Tab

"Emails" Tab

"Live Chat" Support

Prospect / Customer Profile

Merging Prospects or Customers

Deleting an Estimate or Job

Deleting a Customer or Prospect

Editing Prospect or Customers' Info

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