MoveitPro™ Moving Software

Here is a quick guide for anyone with Sales Representative permissions

Sales Representative Training Form

How to add minimum valuation calculation and how the calculation works

Automatic Valuation Calculation for Minimum Valuation

Where to find the Pack Labor Settings and how to use them

Pack Labor Overview

The functionality of the estimate reverting notification, and how to turn this on.

Estimate Reverting Notification

Updating Labor Price Rates

How to setup Base Price, and what the functionality is.

Base Price

This will help explain what the symbol in the "little circle on the jobs" is trying to tell you, and how this changes with the job.

Job Status Meaning(s)

Adjusting Guaranteed Price Text

Adjusting Hourly Price Text

For moves that consist of more than one day that you want to keep on one invoice.

Multi-day Moves [One Invoice - multiple days]

How Floors & Truck Distance affect the moving time/man hour calculation of your estimates.

Floor & Truck Distance Settings

Kayla Bergenske

John Cunningham

Michael Csorba

Estimates

How to add and calculate for your packing jobs

Step 4 Pack Labor

Creating an Estimate - Tab 1: "Move Info"

Room By Room Inventory

Creating an Estimate - Tab 2: "Itemized Inventory"

Creating an Estimate - Tab 2: "Percentage Inventory"

Creating an Estimate - Tab 3: "Materials"

Creating an Estimate - Tab 6: "Quote"

Creating a New Event / Saving Your Estimate

Creating a New Estimate

Booking a Job (Crew Schedule)

Scheduling Multi-Day Moves with 1 Invoice per day involved

Multi-Day Moves [One Invoice Per Day]

Booking a Job (Fleet Schedule)

Booking a Job

Rescheduling a Job

Cancelling a Job (Confirmation Window)

how to cancel a job from the customer profile

Cancelling a Job (Customer Profile)

Re-scheduling & Cancelling Jobs

How you can quickly add an inventory not found on your list on the fly

Add an item on Page 2 of the estimate

Editing an Estimate (Keep on Schedule)

How to move a job from one branch to another in your company's system.

Moving Jobs Between Branches

Editing an Estimate (Remove From Schedule)

Copying an Estimate

Editing & Copying Estimates

Updating Related People / Customer Contact Info While Creating an Estimate

Contact Information

Short / Quick Estimate Request Form

Samantha Meyers

Estimate Request Form For Your Website

How Man Hour Calculations, Inventory, and Square Footages combine to create your estimate's Moving Hours and Crew Size.

Moving Hours and Crew Size Calculation

Setting Up Default Estimate Notes

What is the difference an active prospect, inactive prospect, active customer, and inactive customer and how to adjust this status

Difference Between Account Statuses

Misc

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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

Ship something

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

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

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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.

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

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