How to Use MovingPro Documentation


Quick Start

Get started quickly with MovingPro by creating customers right away and setting up your company all within minutes of first logging into your account. Follow these few steps to get things started.There are two ways to create customers and jobs:

Create the customer and job at the same time with "New Lead"

Click the "New Lead" in the side menu. Enter the details of a new customer and the basic information of the move. If your company has set up Square Payments and requires a deposit to book a move, you can choose "Save and Collect Deposit" to charge a deposit. Otherwise choose "Save and Skip Deposit" and you will be taken to the job page where you'll find everything you need to run the job


OR

Create a customer only

Click the "Customers" in the side menu. Then click "Add New Customer". Enter the customer's information. After saving the customer's info you be taken to the customer profile page where you can add jobs, appointments, storage units, etc.


Estimate Phase

The job has three main stages: estimate, agreement, and the bill of lading.

On the left hand side of the job page you can edit any of the job's basic information just by clicking on it. On the same page, you can skip the estimate stage, manually approve it, or click "prepare estimate" to prepare and send the estimate to the customer.

To prepare an estimate simply fill in the information you have so far. To change the type of job click the blue button at the upper right and select the appropriate type.

1. Choose the Move Type

Hourly:
For an hourly job, select the crew and enter the truck count you'll need for the job.* If you would like to enter the exact hours you'll need for the job click "Add". There you can enter the estimated hours and the total will be calculated for you. Be aware that when you enter the hours the customer will be able to see the total when you send it for approval. If you do not want to commit to a specific amount of hours for the job do not enter these hours and send the estimate with only the crew count selected.


*You can create your own crews and hourly rates by clicking "settings" in the account menu at the top right of your screen. There you can click "Hourly Service Rates", then "Add Service Crew" to create your crew counts and prices. Create as many as you like with as many variations as you need.

Long Distance:
Long distance moves are calculated by weight/cubic feet and distance.* If the distance has not been calcualted for you, enter the distance of the job (one way). When you estimate a distance move you will be estimating the cubic feet (how much space it will take up). Different companies will asign a certain amount of poundage to each cubic foot. In California each cubic foot is calculated at 7 pounds. So if, for example, you have a job that is 1700 cubic feet. enter it into the "Total Cu Ft" field. That will be multiplied by 7 (you can change this number according to your needs) giving you the total pounds for the job; in this case 11,900 lbs. Once the poundage is calculated for you, enter the "per 100 lbs" rate. This is the tarriff rate you might be required to use by your regulatory authority. Once you enter the "per 100 lbs" rate the estimate totals will be calculated for you. You can add services here like "long carries" or "stairs". The default prices can be adjusted in your "settings"
*You do not have to use this method for long distance moves, though some regulatory authorities require jobs that exceed a certain distance (California is 100 miles) to use this method. You also can use hourly or flat method.



Flat Rate:
Flat rate moves are the simplest method by which you can estimate a move. Simply select a flat rate* and the crew and vehicle count. *You can create and edit your flat rates by selecting "settings" from hte account menu at the upper right of your screen.There you can click "Flat Rate Prices" and click "Add Flat Rate" or edit the existing rates. Create as many as you require.

2. Add Locations, Services, and Materials.
If necessary, you can add packing and/or unpacking. You can also add locations and materials and services by clicking the "Add" button next to each section. You can create custom services, materials etc. by clicking "settings" in the upper right of your screen and creating items under the "Goods and Services" heading.

3. Fees and Adjustments
You can select a truck fee and price adjustments at this stage or wait until the Agreement is created. To create new price adjustments and truck fees click "settings" in the account menu at the upper right of your screen. click "Price Adjustments" or "Truck and Fuel Fees" to create and/or edit fees and adjustments.

4. Sign the Estimate
The only thing left is to sign the estimate. Once your estimator signs, you can either save the estimate or preview it in order to send it to the customer.

Mark the Job as Booked

Once the customer has agreed to the estimate(you can also skip the estimate phase by clicking "Skip Estimate"), you can mark the job as booked by setting "Booked Date" and "Booked Time" fields on the job page.

Your move is now booked and marked "Active". It will now appear in your calendar and in the calendar of the employees you assign to this job.



Agreement Phase

Once the customer agrees to the estimate, you can prepare and send the agreement by clicking "Prepare Agreement". If nothing has changed, there is no need to re-enter any information unless something about the job has changed.

In the agreement there are a few things the customer will have to review before signing. The customer fields are marked in orange. You can fill these in for the customer or the customer can do it themselves after you send them the agreement for signature.

The person who prepared the contract can now sign it under "Carrier Representative Signature" and save it.

The agreement can be signed on-site or sent for signature in an email (preferred).


Send Agreement for Signature:

You will be taken back to the job page where you can click the send button beneath the agreement icon in the contracts section.

The customer will receive a link where he or she can click to view the agreement and sign it. they will be automatically sent a confirmation email with an attachment of the agreement.

You will be notified once the agreement has been signed by the customer.



Bill of Lading Phase

On the day of the job your driver/foreman will use his or her mobile device to complete the Bill of Lading. On the job page press the "Start Job Now" icon in the contracts section.

All of the information from the Agreement is filled in automatically. All you have to do is fill in the hours if it is an Hourly move and enter any materials or extra services you need to charge to the final bill. The totals will be calculated for you.

After you are finished filling in the Bill of Lading, press the "Get Signature" button to have the customer sign for the shipment.



Job Complete

Congratulations, you've finished another job. You can now collect payment and do a post-job survey. If you have a Square account and you have connected it to your MovingPro account, you will be taken to the Square Point of Sale app on your device where you can either swipe or enter the customer's credit card.

Post Job Features

Rate customers to determine whether or not they should receive a request for reviews.

Save the auto-calculated hours for each employee.

Rate employee performance.

Fill in comments to annotate significant events.

How to Do an Estimate with MovingPro

An estimate can be done on-site with MovingPro or from the office. Some jobs do not require an estimate. In those cases you can skip the estimate by clicking "skip estimate" on the job page. You can also manually approve the estimate if the customer gives you a verbal agreement or does not have an email address.

On the job page click "prepare estimate" to prepare and send the estimate to the customer.
To prepare an estimate simply fill in the information you have so far. To change the type of job click the blue button at the upper right and select the appropriate type.

1. Choose the Move Type

Hourly:

For an hourly job, select the crew and enter the truck count you'll need for the job.* If you would like to enter the exact hours you'll need for the job click "Add". There you can enter the estimated hours and the total will be calculated for you. Be aware that when you enter the hours the customer will be able to see the total when you send it for approval. If you do not want to commit to a specific amount of hours for the job do not enter these hours and send the estimate with only the crew count selected. *You can create your own crews and hourly rates by clicking "settings" in the account menu at the top right of your screen. There you can click "Hourly Service Rates", then "Add Service Crew" to create your crew counts and prices. Create as many as you like with as many variations as you need.

Long Distance:

Long distance moves are calculated by weight/cubic feet and distance.* If the distance has not been calcualted for you, enter the distance of the job (one way). When you estimate a distance move you will be estimating the cubic feet (how much space it will take up). Different companies will asign a certain amount of poundage to each cubic foot. In California each cubic foot is calculated at 7 pounds. So if, for example, you have a job that is 1700 cubic feet. enter it into the "Total Cu Ft" field. That will be multiplied by 7 (you can change this number according to your needs) giving you the total pounds for the job; in this case 11,900 lbs. Once the poundage is calculated for you, enter the "per 100 lbs" rate. This is the tarriff rate you might be required to use by your regulatory authority. Once you enter the "per 100 lbs" rate the estimate totals will be calculated for you. You can add services here like "long carries" or "stairs". The default prices can be adjusted in your "settings"

*You do not have to use this method for long distance moves, though some regulatory authorities require jobs that exceed a certain distance (California is 100 miles) to use this method. You also can use hourly or flat method.

Flat Rate:

Flat rate moves are the simplest method by which you can estimate a move. Simply select a flat rate* and the crew and vehicle count.

*You can create and edit your flat rates by selecting "settings" from hte account menu at the upper right of your screen.There you can click "Flat Rate Prices" and click "Add Flat Rate" or edit the existing rates. Create as many as you require.

2. Add Locations, Services, and Materials.

If necessary, you can add packing and/or unpacking. You can also add locations and materials and services by clicking the "Add" button next to each section. You can create custom services, materials etc. by clicking "settings" in the upper right of your screen and creating items under the "Goods and Services" heading.

3. Fees and Adjustments

You can select a truck fee and price adjustments at this stage or wait until the Agreement is created. To create new price adjustments and truck fees click "settings" in the account menu at the upper right of your screen. click "Price Adjustments" or "Truck and Fuel Fees" to create and/or edit fees and adjustments.

4. Sign the Estimate

The only thing left is to sign the estimate. Once your estimator signs, you can either save the estimate or preview it and send it to the customer.

What the customer sees

When you send the estimate by email the customer will receive the message you have sent along with a secure link where they can view the estimate and approve it with a click. Once approved you will be sent a notification and you can move on to the agreement phase of the job.
Embeddable Forms

Embeddable forms is an easy way to have quote inquiries from your website save directly into your MovingPro account.

MovingPro provides you with two types of forms, a short and long form.

The short form should be inserted at the top of your website's main page. It allows your potential customer to fill in the bare minimum information required to assess a job: customer name, phone number, and the to and from postal codes.

The long form should be placed on its own dedicated page on your website. This form allows the customer to enter more specific information about the job like addresses, bedroom count, stairs and elevators, etc.

Embedding the forms on your website.

Embedding the forms is easy. Click the "Account" menu at the upper right of the page. Select "embeddable forms" from the menu. The code for the short and the long forms will appear.

Copy the code and paste it into the html code on your website.

If you do not handle your website content, you can send the code to your web developer and they will know what to do with it. If you are using a website provider like Squarespace you can create a "code block" and paste the code there.

If you are having trouble embedding the forms please contact support and we'd be happy to help you embed the forms on your website.

Job costing

You can quickly and easily see what the job will cost you with MovingPro's job costing tool.

There are two ways to job cost:
Quick Cost

Click the "Quick Cost" button on the left menu. A window will open where you can select the employees you might have working on the job. Next put in the hours you think it will take to complete the job. All the calculations are done for you. Enter other costs like fuel and hotels and you will get a good idea of what the job will cost you to do and how much profit you stand to make on the job.

Keep in mind that the Quick Cost is not saved anywhere since it is not attached to a specific job.

Job Cost

To calculate the cost on a specific job go to the job page you'd like to cost.

In the info bar click the "Job Cost" button.

A window will open where you can select the employees you want on the job. Next put in the hours you think it will take to complete the job. All the calculations are done for you. Enter other costs like fuel, hotels, etc.

Click "Save"

Your job cost will appear in the left panel of the job page. It will only be visible to those with "administrator" permissions.

Booking a move

Once the job estimate is approved (or skipped) you can book a job.

To mark a move as booked go to the job page and fill in the "Booked Date". The move will automatically be added to your pending job list in the dashboard and be marked active.

(The date must be in the future to be marked active)

The Bill of Lading


Completing the Bill of Lading


The Bill of Lading is the last part of the job to be completed. MovingPro has streamlined the entire process by doing most of the work for you. Here all of the materials and services are calculated to complete payment and provide the customer with a receipt. All of the information from the Agreement will be automatically filled in for you. The only things that need to be added are the materials and services used on the day of the move that may not have been accounted for in the agreement. For example, you have used more packing tape or boxes than originally thought. You can add materials by clicking the "Materials" tab. All of the calculations will be done for you.



If it is an hourly job you will enter the loading, unloading, and drive time hours.



Split Payments and Price Overrides

Occasionally you'll want to split the payment for a job. To split payment click "Split Payment" and enter what the customer will be paying today and when the remainder can be expected. MovingPro will then take you to the payment/signature page where the customer will sign for delivery and make a partial payment.


To override the final total click "Price Override" and enter the new amount. Proceed as normal. It may be helpful to you later to add a note on why the payment was overridden.




Shipments going to Company Storage

If the shipment is going into to your storage facility, you will be asked to set it up at this point if it has not been done already. Setting up storage is easy. Before getting the customer signature you will be asked if the shipment is still going to storage. Click "Yes" if it is and you will be taken to a page where you can enter the storage unit numbers and other information. You will also create a storage agreement that the customer must sign before the bill of lading can be completed.

Once the storage units are entered you will be taken back to the bill of lading to complete payment.



You will now be able to see that customers storage units by going to the storage dashboard "Storage" on the left menu. You can edit all of the storage information by clicking on the storage job.



NOTE:

The Moving Job and the Storage Job are two separate services. Even though they are connected it is important that both you and the customer understand that once the move has been completed (if indeed there is a moving job associated with the storage service) a new service, Storage, has been initiated and operates on its own terms according to the storage agreement.



Collecting Payments
Collecting Payments With Square

You must have a Square account to collect payments within MovingPro. If you do not have a Square account you can sign up here. It's free to begin using and we recommend it for the ease of flow for each job.

Once you have a Square account. You can begin using it immediately. To connect your Square account to MovingPro select "settings" in the account menu at the top right of the page. In the "Square Payments Integration" section click "Set Up Square Now". You will be asked for permission to use Square with MovingPro by signing in if you are not already. That's it! We'll take care of the rest. Your Square account is now fully integrated with MovingPro.



You can now collect deposits and final payments.



Deposits:

Deposists can be collected anytime before the job begins. You can collect the deposit while creating the customer if you use the "New Lead" button in the left menu.

If the job has already been created you can still collect a deposit by selecting "Collect Deposit" in the Job Action menu.

To collect the deposit, enter the credit card information and the deposit amount. Click "Collect Payment"




Final Payments:

Once the job has started you will be able to collect a final payment. Once the customer has signed the Bill of Lading, click "Collect Payment". If the customer's card is already on file, it will be charged automatically. If the a card is not on file, you will be taken to the Square POS(ios only) where you can complete the payment by swiping or entering the card number. MovingPro will provide Square with the total amount to charge the customer.

Post Job Survey

The Post Job Survey is an important part of the job process. The information added in the survey will determine how MovingPro interacts with your customers and employees after each job.


How to Complete the Post Job Survey


Final Total:

The total for the moving job will already be filled in. You will see it here only to verify that the amount of the bill was indeed the amount that was collected for the job.



Customer Rating:

You will be asked to give a star rating to each customer.

  • How was this customer's general attitude?
  • How satisfied did the customer appear with the services received?
  • How would you rate this customer overall?

How the customer rates will determine whether or not they receive an email with a request for a review.* You will be able to use the rating as a guide to handling the customer on future jobs. A low rating means they were not very pleasant to work with or perhaps displeased with the service. In those cases it can be extremely valuable in guiding your decisions on a particular job.



Employee Rating and Hours:

You can use MovingPro to track and pay your employees. Rate the employees based on their performance with a simple star rating and then enter the hours they worked on the job. When it comes time to pay your employees you can do so in the Employees section of the app. The hours the employees worked may already be filled in depending on what kind of job it is. If the hours are not filled it will have to be done manually. Filling in the employee hours here can save you a lot of time when payday arrives.



Notes:

Enter any specific notes about the job you may want to recall later.



Once the Post Job Survey is complete it will appear on the job page for your reference. Return to the job page anytime to view the survey.




* See Get Reviews section of the help articles
Get Reviews

MovingPro allows you to rate the customers according to his or her general disposition and perceived satisfaction with the job.

After a job has been completed the customer will be sent an email with a request to review your company. The customer will only be sent this email if the Post Job Survey has been filled out and the customer has been rated at 4 stars or above.*

In order for MovingPro to send out a request for reviews you must first add your social media sites or reviews sites to your account.



Add Social Media/Review Sites


In the "Account" menu at the upper right of your screen select settings.

Click Social Media and Review Sources

Here you can create and edit your social media and review sources.

We recommend choosing a maximum of three places to request reviews from your customers.

To edit your social media/review site click the edit icon and fill in your information for that site.

Select "Use link in review request" if you would like to include that site in the email we will be sending to request a review.

Now when the email is sent to request a review from your customer it will include a the link and logo of the site where you'd like to reviewed.

Once you have selected the sites everything else is done automatically. You never have to think about it again unless you'd like to change the sites where you'd like your customers to review your services.

* How many stars a customer must get before they are sent a review request can be set by clicking settings in the "Account" menu at the upper right of the screen. Then edit the "Ask for review if customer rated?" field.




Company Setup


Quick Company Set Up

Get started quickly with MovingPro by creating customers right away and setting up your company all within minutes of first logging into your account. Follow these few steps to get things started.There are two ways to create customers and jobs:

Create the customer and job at the same time with "New Lead"

Click the "New Lead" in the side menu. Enter the details of a new customer and the basic information of the move. If your company has set up Square Payments and requires a deposit to book a move, you can choose "Save and Collect Deposit" to charge a deposit. Otherwise choose "Save and Skip Deposit" and you will be taken to the job page where you'll find everything you need to run the job


OR

Create a customer only

Click the "Customers" in the side menu. Then click "Add New Customer". Enter the customer's information. After saving the customer's info you be taken to the customer profile page where you can add jobs, appointments, storage units, etc.


Estimate Phase

The job has three main stages: estimate, agreement, and the bill of lading.

On the left hand side of the job page you can edit any of the job's basic information just by clicking on it. On the same page, you can skip the estimate stage, manually approve it, or click "prepare estimate" to prepare and send the estimate to the customer.

To prepare an estimate simply fill in the information you have so far. To change the type of job click the blue button at the upper right and select the appropriate type.

1. Choose the Move Type

Hourly:
For an hourly job, select the crew and enter the truck count you'll need for the job.* If you would like to enter the exact hours you'll need for the job click "Add". There you can enter the estimated hours and the total will be calculated for you. Be aware that when you enter the hours the customer will be able to see the total when you send it for approval. If you do not want to commit to a specific amount of hours for the job do not enter these hours and send the estimate with only the crew count selected.


*You can create your own crews and hourly rates by clicking "settings" in the account menu at the top right of your screen. There you can click "Hourly Service Rates", then "Add Service Crew" to create your crew counts and prices. Create as many as you like with as many variations as you need.

Long Distance:
Long distance moves are calculated by weight/cubic feet and distance.* If the distance has not been calcualted for you, enter the distance of the job (one way). When you estimate a distance move you will be estimating the cubic feet (how much space it will take up). Different companies will asign a certain amount of poundage to each cubic foot. In California each cubic foot is calculated at 7 pounds. So if, for example, you have a job that is 1700 cubic feet. enter it into the "Total Cu Ft" field. That will be multiplied by 7 (you can change this number according to your needs) giving you the total pounds for the job; in this case 11,900 lbs. Once the poundage is calculated for you, enter the "per 100 lbs" rate. This is the tarriff rate you might be required to use by your regulatory authority. Once you enter the "per 100 lbs" rate the estimate totals will be calculated for you. You can add services here like "long carries" or "stairs". The default prices can be adjusted in your "settings"
*You do not have to use this method for long distance moves, though some regulatory authorities require jobs that exceed a certain distance (California is 100 miles) to use this method. You also can use hourly or flat method.



Flat Rate:
Flat rate moves are the simplest method by which you can estimate a move. Simply select a flat rate* and the crew and vehicle count. *You can create and edit your flat rates by selecting "settings" from hte account menu at the upper right of your screen.There you can click "Flat Rate Prices" and click "Add Flat Rate" or edit the existing rates. Create as many as you require.

2. Add Locations, Services, and Materials.
If necessary, you can add packing and/or unpacking. You can also add locations and materials and services by clicking the "Add" button next to each section. You can create custom services, materials etc. by clicking "settings" in the upper right of your screen and creating items under the "Goods and Services" heading.

3. Fees and Adjustments
You can select a truck fee and price adjustments at this stage or wait until the Agreement is created. To create new price adjustments and truck fees click "settings" in the account menu at the upper right of your screen. click "Price Adjustments" or "Truck and Fuel Fees" to create and/or edit fees and adjustments.

4. Sign the Estimate
The only thing left is to sign the estimate. Once your estimator signs, you can either save the estimate or preview it in order to send it to the customer.

Mark the Job as Booked

Once the customer has agreed to the estimate(you can also skip the estimate phase by clicking "Skip Estimate"), you can mark the job as booked by setting "Booked Date" and "Booked Time" fields on the job page.

Your move is now booked and marked "Active". It will now appear in your calendar and in the calendar of the employees you assign to this job.



Agreement Phase

Once the customer agrees to the estimate, you can prepare and send the agreement by clicking "Prepare Agreement". If nothing has changed, there is no need to re-enter any information unless something about the job has changed.

In the agreement there are a few things the customer will have to review before signing. The customer fields are marked in orange. You can fill these in for the customer or the customer can do it themselves after you send them the agreement for signature.

The person who prepared the contract can now sign it under "Carrier Representative Signature" and save it.

The agreement can be signed on-site or sent for signature in an email (preferred).


Send Agreement for Signature:

You will be taken back to the job page where you can click the send button beneath the agreement icon in the contracts section.

The customer will receive a link where he or she can click to view the agreement and sign it. they will be automatically sent a confirmation email with an attachment of the agreement.

You will be notified once the agreement has been signed by the customer.



Bill of Lading Phase

On the day of the job your driver/foreman will use his or her mobile device to complete the Bill of Lading. On the job page press the "Start Job Now" icon in the contracts section.

All of the information from the Agreement is filled in automatically. All you have to do is fill in the hours if it is an Hourly move and enter any materials or extra services you need to charge to the final bill. The totals will be calculated for you.

After you are finished filling in the Bill of Lading, press the "Get Signature" button to have the customer sign for the shipment.



Job Complete

Congratulations, you've finished another job. You can now collect payment and do a post-job survey. If you have a Square account and you have connected it to your MovingPro account, you will be taken to the Square Point of Sale app on your device where you can either swipe or enter the customer's credit card.

Post Job Features

Rate customers to determine whether or not they should receive a request for reviews.

Save the auto-calculated hours for each employee.

Rate employee performance.

Fill in comments to annotate significant events.

Setting Up and Paying Employees

Get started quickly with MovingPro by creating customers right away and setting up your company all within minutes of first logging into your account. Follow these few steps to get things started.There are two ways to create customers and jobs:

Create the customer and job at the same time with "New Lead"

Click the "New Lead" in the side menu. Enter the details of a new customer and the basic information of the move. If your company has set up Square Payments and requires a deposit to book a move, you can choose "Save and Collect Deposit" to charge a deposit. Otherwise choose "Save and Skip Deposit" and you will be taken to the job page where you'll find everything you need to run the job


OR

Create a customer only

Click the "Customers" in the side menu. Then click "Add New Customer". Enter the customer's information. After saving the customer's info you be taken to the customer profile page where you can add jobs, appointments, storage units, etc.


Estimate Phase

The job has three main stages: estimate, agreement, and the bill of lading.

On the left hand side of the job page you can edit any of the job's basic information just by clicking on it. On the same page, you can skip the estimate stage, manually approve it, or click "prepare estimate" to prepare and send the estimate to the customer.

To prepare an estimate simply fill in the information you have so far. To change the type of job click the blue button at the upper right and select the appropriate type.

1. Choose the Move Type

Hourly:
For an hourly job, select the crew and enter the truck count you'll need for the job.* If you would like to enter the exact hours you'll need for the job click "Add". There you can enter the estimated hours and the total will be calculated for you. Be aware that when you enter the hours the customer will be able to see the total when you send it for approval. If you do not want to commit to a specific amount of hours for the job do not enter these hours and send the estimate with only the crew count selected.


*You can create your own crews and hourly rates by clicking "settings" in the account menu at the top right of your screen. There you can click "Hourly Service Rates", then "Add Service Crew" to create your crew counts and prices. Create as many as you like with as many variations as you need.

Long Distance:
Long distance moves are calculated by weight/cubic feet and distance.* If the distance has not been calcualted for you, enter the distance of the job (one way). When you estimate a distance move you will be estimating the cubic feet (how much space it will take up). Different companies will asign a certain amount of poundage to each cubic foot. In California each cubic foot is calculated at 7 pounds. So if, for example, you have a job that is 1700 cubic feet. enter it into the "Total Cu Ft" field. That will be multiplied by 7 (you can change this number according to your needs) giving you the total pounds for the job; in this case 11,900 lbs. Once the poundage is calculated for you, enter the "per 100 lbs" rate. This is the tarriff rate you might be required to use by your regulatory authority. Once you enter the "per 100 lbs" rate the estimate totals will be calculated for you. You can add services here like "long carries" or "stairs". The default prices can be adjusted in your "settings"
*You do not have to use this method for long distance moves, though some regulatory authorities require jobs that exceed a certain distance (California is 100 miles) to use this method. You also can use hourly or flat method.



Flat Rate:
Flat rate moves are the simplest method by which you can estimate a move. Simply select a flat rate* and the crew and vehicle count. *You can create and edit your flat rates by selecting "settings" from hte account menu at the upper right of your screen.There you can click "Flat Rate Prices" and click "Add Flat Rate" or edit the existing rates. Create as many as you require.

2. Add Locations, Services, and Materials.
If necessary, you can add packing and/or unpacking. You can also add locations and materials and services by clicking the "Add" button next to each section. You can create custom services, materials etc. by clicking "settings" in the upper right of your screen and creating items under the "Goods and Services" heading.

3. Fees and Adjustments
You can select a truck fee and price adjustments at this stage or wait until the Agreement is created. To create new price adjustments and truck fees click "settings" in the account menu at the upper right of your screen. click "Price Adjustments" or "Truck and Fuel Fees" to create and/or edit fees and adjustments.

4. Sign the Estimate
The only thing left is to sign the estimate. Once your estimator signs, you can either save the estimate or preview it in order to send it to the customer.

Mark the Job as Booked

Once the customer has agreed to the estimate(you can also skip the estimate phase by clicking "Skip Estimate"), you can mark the job as booked by setting "Booked Date" and "Booked Time" fields on the job page.

Your move is now booked and marked "Active". It will now appear in your calendar and in the calendar of the employees you assign to this job.



Agreement Phase

Once the customer agrees to the estimate, you can prepare and send the agreement by clicking "Prepare Agreement". If nothing has changed, there is no need to re-enter any information unless something about the job has changed.

In the agreement there are a few things the customer will have to review before signing. The customer fields are marked in orange. You can fill these in for the customer or the customer can do it themselves after you send them the agreement for signature.

The person who prepared the contract can now sign it under "Carrier Representative Signature" and save it.

The agreement can be signed on-site or sent for signature in an email (preferred).


Send Agreement for Signature:

You will be taken back to the job page where you can click the send button beneath the agreement icon in the contracts section.

The customer will receive a link where he or she can click to view the agreement and sign it. they will be automatically sent a confirmation email with an attachment of the agreement.

You will be notified once the agreement has been signed by the customer.



Bill of Lading Phase

On the day of the job your driver/foreman will use his or her mobile device to complete the Bill of Lading. On the job page press the "Start Job Now" icon in the contracts section.

All of the information from the Agreement is filled in automatically. All you have to do is fill in the hours if it is an Hourly move and enter any materials or extra services you need to charge to the final bill. The totals will be calculated for you.

After you are finished filling in the Bill of Lading, press the "Get Signature" button to have the customer sign for the shipment.



Job Complete

Congratulations, you've finished another job. You can now collect payment and do a post-job survey. If you have a Square account and you have connected it to your MovingPro account, you will be taken to the Square Point of Sale app on your device where you can either swipe or enter the customer's credit card.

Post Job Features

Rate customers to determine whether or not they should receive a request for reviews.

Save the auto-calculated hours for each employee.

Rate employee performance.

Fill in comments to annotate significant events.

Using Square

Get started quickly with MovingPro by creating customers right away and setting up your company all within minutes of first logging into your account. Follow these few steps to get things started.There are two ways to create customers and jobs:

Create the customer and job at the same time with "New Lead"

Click the "New Lead" in the side menu. Enter the details of a new customer and the basic information of the move. If your company has set up Square Payments and requires a deposit to book a move, you can choose "Save and Collect Deposit" to charge a deposit. Otherwise choose "Save and Skip Deposit" and you will be taken to the job page where you'll find everything you need to run the job


OR

Create a customer only

Click the "Customers" in the side menu. Then click "Add New Customer". Enter the customer's information. After saving the customer's info you be taken to the customer profile page where you can add jobs, appointments, storage units, etc.


Estimate Phase

The job has three main stages: estimate, agreement, and the bill of lading.

On the left hand side of the job page you can edit any of the job's basic information just by clicking on it. On the same page, you can skip the estimate stage, manually approve it, or click "prepare estimate" to prepare and send the estimate to the customer.

To prepare an estimate simply fill in the information you have so far. To change the type of job click the blue button at the upper right and select the appropriate type.

1. Choose the Move Type

Hourly:
For an hourly job, select the crew and enter the truck count you'll need for the job.* If you would like to enter the exact hours you'll need for the job click "Add". There you can enter the estimated hours and the total will be calculated for you. Be aware that when you enter the hours the customer will be able to see the total when you send it for approval. If you do not want to commit to a specific amount of hours for the job do not enter these hours and send the estimate with only the crew count selected.


*You can create your own crews and hourly rates by clicking "settings" in the account menu at the top right of your screen. There you can click "Hourly Service Rates", then "Add Service Crew" to create your crew counts and prices. Create as many as you like with as many variations as you need.

Long Distance:
Long distance moves are calculated by weight/cubic feet and distance.* If the distance has not been calcualted for you, enter the distance of the job (one way). When you estimate a distance move you will be estimating the cubic feet (how much space it will take up). Different companies will asign a certain amount of poundage to each cubic foot. In California each cubic foot is calculated at 7 pounds. So if, for example, you have a job that is 1700 cubic feet. enter it into the "Total Cu Ft" field. That will be multiplied by 7 (you can change this number according to your needs) giving you the total pounds for the job; in this case 11,900 lbs. Once the poundage is calculated for you, enter the "per 100 lbs" rate. This is the tarriff rate you might be required to use by your regulatory authority. Once you enter the "per 100 lbs" rate the estimate totals will be calculated for you. You can add services here like "long carries" or "stairs". The default prices can be adjusted in your "settings"
*You do not have to use this method for long distance moves, though some regulatory authorities require jobs that exceed a certain distance (California is 100 miles) to use this method. You also can use hourly or flat method.



Flat Rate:
Flat rate moves are the simplest method by which you can estimate a move. Simply select a flat rate* and the crew and vehicle count. *You can create and edit your flat rates by selecting "settings" from hte account menu at the upper right of your screen.There you can click "Flat Rate Prices" and click "Add Flat Rate" or edit the existing rates. Create as many as you require.

2. Add Locations, Services, and Materials.
If necessary, you can add packing and/or unpacking. You can also add locations and materials and services by clicking the "Add" button next to each section. You can create custom services, materials etc. by clicking "settings" in the upper right of your screen and creating items under the "Goods and Services" heading.

3. Fees and Adjustments
You can select a truck fee and price adjustments at this stage or wait until the Agreement is created. To create new price adjustments and truck fees click "settings" in the account menu at the upper right of your screen. click "Price Adjustments" or "Truck and Fuel Fees" to create and/or edit fees and adjustments.

4. Sign the Estimate
The only thing left is to sign the estimate. Once your estimator signs, you can either save the estimate or preview it in order to send it to the customer.

Mark the Job as Booked

Once the customer has agreed to the estimate(you can also skip the estimate phase by clicking "Skip Estimate"), you can mark the job as booked by setting "Booked Date" and "Booked Time" fields on the job page.

Your move is now booked and marked "Active". It will now appear in your calendar and in the calendar of the employees you assign to this job.



Agreement Phase

Once the customer agrees to the estimate, you can prepare and send the agreement by clicking "Prepare Agreement". If nothing has changed, there is no need to re-enter any information unless something about the job has changed.

In the agreement there are a few things the customer will have to review before signing. The customer fields are marked in orange. You can fill these in for the customer or the customer can do it themselves after you send them the agreement for signature.

The person who prepared the contract can now sign it under "Carrier Representative Signature" and save it.

The agreement can be signed on-site or sent for signature in an email (preferred).


Send Agreement for Signature:

You will be taken back to the job page where you can click the send button beneath the agreement icon in the contracts section.

The customer will receive a link where he or she can click to view the agreement and sign it. they will be automatically sent a confirmation email with an attachment of the agreement.

You will be notified once the agreement has been signed by the customer.



Bill of Lading Phase

On the day of the job your driver/foreman will use his or her mobile device to complete the Bill of Lading. On the job page press the "Start Job Now" icon in the contracts section.

All of the information from the Agreement is filled in automatically. All you have to do is fill in the hours if it is an Hourly move and enter any materials or extra services you need to charge to the final bill. The totals will be calculated for you.

After you are finished filling in the Bill of Lading, press the "Get Signature" button to have the customer sign for the shipment.



Job Complete

Congratulations, you've finished another job. You can now collect payment and do a post-job survey. If you have a Square account and you have connected it to your MovingPro account, you will be taken to the Square Point of Sale app on your device where you can either swipe or enter the customer's credit card.

Post Job Features

Rate customers to determine whether or not they should receive a request for reviews.

Save the auto-calculated hours for each employee.

Rate employee performance.

Fill in comments to annotate significant events.