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
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.
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
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 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 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.
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.
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.
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.
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.