Max Discount Information and Other Features Max Discount Information – The Max Discount feature was programmed with the express intention of automating the micromanagement of sales personnel. This feature is programmed by an authorized manager, admin, owner, or operator in the Tariff Center. Each tariff page allows for the discount proportion to be programmed differently, […]

Built-in Follow-up Calendar Built-in Follow-up Calendar – The built-in follow-up calendar is a feature located on the sales CRM panel within a company. Each job has a follow-up box where the date, time, and notes are entered. You can then save and the post will populate in the calendar. The calendar is fully interactive and […]

Custom Estimate Design Custom Estimate Design – With Custom Estimate Design, you can design your company’s moving estimate with the company colors and logos. Your colors and logos will be displayed on a modern estimated layout, which will inspire your customers with beauty, efficiency, and professionalism. More Relevant Features Customer Portal – The carrier portal […]

Completions Completions – The completions section is a unique tab on each job. Initially, back office personnel can enter relevant job information and charges. Then, they can keep up with jobs after they have been serviced. The system pulls data to calculate payments made, applied discounts and services, and remaining balances. Then, a customer invoice […]

Driver Invoice Driver Invoices – The driver invoice system is a smart invoice generator which pulls the necessary information from the completions section after entry of a job number. After entering the variable information, an invoice can be generated at the push of a button. Then, all driver invoices can be organized in this system. […]

Customer Portal Customer Portal – The customer portal is an online portal where customers may review documents and invoices, digitally sign them, and make payments. All of this is done without the need for third party apps. Customers can also make comments or changes to their inventory. More Relevant Features Carrier Portal – The carrier […]