Company Setup
Add Your Trucks
Invite Admin Staff
Create Mover Profiles
Company Details
How to Book a Move
How to Complete a Move
Online Booking Setup
Select Your Service Area
Set Up Charges & Discounts
How to Refer Moves
Other Guides
The Move Record
Move Record Progression
Move Reports
Contract Settings
How to Get Bookings
Create and Book a Move
Updated July 20 2021
  1. Click the + New Move button at the top of the main menu. This will take you to a brand new Move Record. Clicking Save will also create a move and add it to your Leads report so you can deal with it later.
  2. Fill in information about the move in each section. Customer contact details go in Who and billing details such as hourly rate and extra charges are set in Money.
  3. Optional: To send a quote form to the customer, click the blue Quote button near the top of the page, select which emails to send in the popup, then click Okay.
  4. If the move has been quoted (Step 3). The blue button will say Book. If not, the option to book the move can be found by clicking the 3 dots beside the blue Quote button. Clicking Book opens your truck schedule.
  5. You can set the date at the top of the screen. Clicking on the calendar will book the job to the truck shown at the top of the column and at the time shown on the left. Click to open the book popup. If all the details are correct, click OK and your move will be officially booked.
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