Drag and Droppable Inventory
Drag and Droppable Inventory – The Drag and Droppable Inventory feature allows sales reps to correct any inventory mistakes or make any inventory adjustments by simply clicking, then holding an inventory item from one room and dragging it to another. By releasing the inventory item in the desired room, the item will become part of that list.
More Relevant Features
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.
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.
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 can be generated with the push of a button.
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. A bill can be made with the push of a button after the variable information has been entered. Then, all driver invoices can be organized in this system.
Automated Fees System – The Automated Fees System is a feature that operates to assist sales with the inclusion of all associated and required fees for any respective services. This feature pulls data that authorized users have programmed (like in the Tariff Center) to make a fee on the pricing section of a job. Then, sales reps can select any concept to automatically apply the feature.
More Features
Tariff Center – The Tariff Center is an admin feature located on the admin panel menu. It is a one stop shop for adjusting settings, zones, zone states, volumes, and periods. Users can also set the proportions for the Max Discount Information feature. Then, set the rate per cubic foot for packing per route so that the Automated Fees System can pull the information. Finally, a rep can add packing services to a job with fees automatically applied.
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. Then, each route can be set individually to allow for extremely specific control over pricing in different regions. This feature can be found on the front end of any open estimate. Then, look to the lower left of the pricing section. The feature displays the maximum amount of discount that a sales rep may apply to the specific job. This is provided by calculations of the proportion information entered by authorized person.
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