Video Tutorials

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Add New Leads

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Creating a lead in MovingPro is easy. From the dashboard, click New Lead. This will create both a new customer and the new job lead.

Now fill in all the information you have at the time. The first name email and phone number are required. If the move is for a business you can enter the company name and the website next is how the customer heard about you.

It is important to select the source of the lead. Filling this in every time will give you the best measure of where your leads come from.

In the job details section, select the type of move. Hourly is the default.

Next fill out the desired time, which is the date the customer would like the move to take place. If the date is already booked, you can fill in the booked date. Setting a booked date makes the job active. You can now fill in the job information. Fill in as much as you know about the move in the origin section. Select the type of location such as single-family or condominium.

Now fill in the subdivision name if there is one and fill in the address. If you have a zip code, enter it and the city and state will be filled in for you.

If there are stairs at the origin select the number of flights.

You can also set a packing date and time as well as other options.

Now you can do the same for the destination.

You can also set alternate locations here if there are stops in between the customer's origin and destination. If your company charges for extra stops add the amount at the bottom. You can add more locations if necessary.

To schedule an on-site estimate for this lead, enter it here and it will appear in your appointments list on the dashboard.

Click save lead.

You have saved a new customer and lead into MovingPro. The customer now has a new profile and you can add as many jobs to the customer as you'd like.







Creating Estimates and Sending Them for Approval

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Creating a lead in MovingPro is easy. From the dashboard, click New Lead. This will create both a new customer and the new job lead.

Now fill in all the information you have at the time. The first name email and phone number are required. If the move is for a business you can enter the company name and the website next is how the customer heard about you.

It is important to select the source of the lead. Filling this in every time will give you the best measure of where your leads come from.

In the job details section, select the type of move. Hourly is the default.

Next fill out the desired time, which is the date the customer would like the move to take place. If the date is already booked, you can fill in the booked date. Setting a booked date makes the job active. You can now fill in the job information. Fill in as much as you know about the move in the origin section. Select the type of location such as single-family or condominium.

Now fill in the subdivision name if there is one and fill in the address. If you have a zip code, enter it and the city and state will be filled in for you.

If there are stairs at the origin select the number of flights.

You can also set a packing date and time as well as other options.

Now you can do the same for the destination.

You can also set alternate locations here if there are stops in between the customer's origin and destination. If your company charges for extra stops add the amount at the bottom. You can add more locations if necessary.

To schedule an on-site estimate for this lead, enter it here and it will appear in your appointments list on the dashboard.

Click save lead.

You have saved a new customer and lead into MovingPro. The customer now has a new profile and you can add as many jobs to the customer as you'd like.







Creating Agreements and Getting Them Signed

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Once the estimate phase of the job is either approved or skipped you can begin the agreement phase.

To prepare and send the agreement to the customer for signature click "prepare agreement"

If you have prepared an estimate, all of the information will carry over to the agreement. You can change anything in the agreement before it is signed. Once it's signed the agreement cannot be changed.

You can provide a 'not to exceed' amount here if your regulatory body requires it or if you want to provide your customer with an amount you will not exceed.

Just like the estimate, you can add packing, locations, fees, and storage in transit.

The sections marked in orange are for your customer to fill in either in person or by email.

Most moving companies provide some kind of valuation estimate for each job. The customer can choose their valuations then sign for their choice here.

If someone else will be signing for the shipment once it arrives at the destination, the customer can indicate it here.

The totals are calculated automatically.

You or your employee will sign the agreement as the carrier representative.

The customer can sign within the orange section either in person or by email.

Keep in mind that in order to complete the bill of lading, the final step in the job, the customer must sign the agreement. This provides the greatest amount of protection for your moving company.

Similar to sending an estimate for approval, the agreement can be sent for signature by email.

You can edit any part of the email before sending it. When your customer received it, they will be prompted to click the blue button where they can sign the agreement.

Here's what the customer sees when they click on the blue "approve your agreement here" button.

All of the details of the move are provided to them, including any comments you have recorded on the main job page.

The customer will sign both the valuation and the agreement in the orange sections.

Keep in mind that once the customer signs the agreemnt can no longer be altered. So be sure to make any changes to the job before the customer signs the agreement.

Once the agreement is signed, the customer will receive a confirmation as well as a copy of the agreement as a pdf attachment. You can view the agreement by clicking "View agreement"

Thanks to MovingPro's streamlined job process, you can protect your business with agreement contracts and provide your customers with the highest quality service using all of MovingPro's time-saving features.







Completing a Job and the Bill of Lading

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Now that the estimate has been approved and the agreement has been signed, it's time to complete the bill of lading.

Click "Start Job now" to begin the final bill of lading.

This is an hourly job so we'll fill in the total hours worked on this job.

If there were more or less workers needed for the job you can select the proper price point.

Remember you can create or edit all of your price points in settings.

Next fill in the hours worked.

All of the totals are calculated automatically.

Add packing hours and rates if necessary. Again all of the totals for each section are calculated for you.

Next apply any fees or adjustments.

If the price you need to charge is different from the calculation for whatever reason, you can override the price by entering a price override amount.

There is also a split payment option and comments, which will be visible to the customer on the bill of lading once it's finished.

Press "Get Signature"

You can now hand the customer your device for an in-person signature. The customer can sign with a finger or a stylus on your tablet or phone.

The customer will mark whether or not the shipment arrived in good condition. "Yes" is the default answer.

The customer will sign on the signature line. If a mistake is made they can clear the signature and try again. Once it is signed, either they or you can type his or her name below the signature.

If you have integrated Square payment systems and you are on a mobile device, you will see "submit payment" instead of save.

Pressing submit payment will take you to the Square Point of sale app, which should already be downloaded on your device. There all you'll have to do is swipe the customer's card or charge the card already on file.

Once the bill of lading is signed, a confirmation email is sent to the customer with the bill of lading attached as a pdf file.

The post job assessment is the final step to the job. check whether the customer has paid in full. If the amount is different than the bill of lading amount enter it in "total amount paid."

Rate the customer if you would like an auto-generated email sent to your customers asking for a review on any of your review sites like Yelp or Google Business. A rating of 3 and a half or higher will send the request for reviews. Any rating under 3 and a half will not send a review request in order to protect your company from poor or unfair reviews.

The sites on which you ask for reviews can be set up in settings under "social media and review sources".

If you have assigened employees to this job you can fill in their hours as well as give them a starred review according to their performance. If the job was an hourly job the hours will still be filled in automatically.

Next add post-job notes. These are internal comments. The customer does not see them.

With MovingPro's powerful, time-saving design you can easily take care of all your moving jobs, beginning to end, with ease.







Integrating Square with MovingPro

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To begin using your square account with MovingPro simply click on account, then settings.

In the Square payements integration section click on the Square logo to connect your account.

If you do not have a square account, you can get one free at squareup.com.

If you are not already signed into square, you will be prompted to do so.

MovingPro has now been integrated with your square account.

Now, when you go to any job page you will be able to collect a deposit if the job is in the estimate or agreement phase.

You can collect a payment as well if the job is in the bill of lading phase.

Let's collect a deposit from a customer.

Go to "job actions" then "collect deposit".

Enter the amount of the deposit as well as the customer's credit card information. click "collect deposit". the customer's card will be charged and you will return to the job page.

If you are in the "bill of lading phase" the customer can pay after signing the bill of lading on any mobile device or tablet with internet access. If you are collecting a payment on your desktop computer you will see this screen to collect payment. The total is generated for you. If it is a cash payment you can click the "collect cash pament" button in the upper right.

If you are on a mobile device you will be taken to the native SQUARE Point of Sale app already downloaded on your device. There you can swipe the customer's card and finish the transaction.

Once the payment is collected you can finish the post job assessment and the customer will receive a confirmation email with the bill of lading attached as a pdf.