Admin Area

+1

19 articles in this collection
Written by Kayla Perrine, Sara Trichell, Reece Santana and 1 other

Hourly Rates - Different Rates per day

We have added the ability to add man-hour rates per Calendar Date.

Written by Sara Trichell
Updated over a week ago

Adding a Fleet

How to add trucks into your system

Written by Kayla Perrine
Updated over a week ago

Client Tags

Adding tags to flag client accounts

Written by Sara Trichell
Updated over a week ago

Adjusting Days Capacity

Written by Sara Trichell
Updated over a week ago

Setting Up A Storage Facility

This is the first step to being able to enter in storage for your customers in MoveItPro Software.

Written by Sara Trichell
Updated over a week ago

Editing Verbiage on BOL/Invoice

Written by Kayla Perrine
Updated over a week ago

Adding a Tariff

Written by Kayla Perrine
Updated over a week ago

Sync Your Quickbooks Online

One-time sync for Quickbooks Online integration

Written by Sara Trichell
Updated over a week ago

Adding Additional Charges / Services

Written by Sara Trichell
Updated over a week ago

Settings

Creating Different Day Rates

How can I set up different labor rates per day

Written by Reece Santana
Updated over a week ago

Editing Estimate Verbiage

How to edit the verbiage for your estimates

Written by Reece Santana
Updated over a week ago

Requiring a Phone Number or Email for booking a job

Users are now able to set up their systems so sales reps require a phone number or email address to book a job

Written by Reece Santana
Updated over a week ago

Adding New Payment Types

How to add additional Payment types into your system

Written by Reece Santana
Updated over a week ago

Partner Sources

Adding Referral Partners

Written by Sara Trichell
Updated over a week ago

Adding or Editing Referred Sources

Written by Kayla Perrine
Updated over a week ago

Estimate Settings Overview

How to navigate through the estimate settings

Written by Kenny Mannino
Updated over a week ago

Adding Inventory To Be Used In Estimates

Written by Kayla Perrine
Updated over a week ago

Adding or Editing Packing Materials

Written by Kayla Perrine
Updated over a week ago

Corporate Identity overview

Corporate identity, settings,

Written by Kenny Mannino
Updated over a week ago