MoveitPro™ Moving Software

How to edit the verbiage for your estimates

Editing Estimate Verbiage

How can I set up different labor rates per day

Creating Different Day Rates

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

Requiring a Phone Number or Email for booking a job

How to add additional Payment types into your system

Adding New Payment Types

Partner Sources

Adding or Editing Referred Sources

How to navigate through the estimate settings

Estimate Settings Overview

Adding Inventory To Be Used In Estimates

Adding or Editing Packing Materials

Corporate Identity overview

This article will go over the settings for the mobile inventory and how to adjust them.

Mobile Inventory Settings

How to update parts of the customer portal and login page

Company Branding Settings

How to set up web forms for your website.

Customizing Digital Forms For Your Website

Kayla Bergenske

John Cunningham

Michael Csorba

Settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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