M O V E R X P R O 3 6 0

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WORKSPACE-SIDE SETUP:

Setting up Your Lead Advertisers (Carrier/Broker)

This demo provides a step-by-step on how to setup lead providers, and get them connected to the CRM. You may also set up advertisers you wish to refer to when creating estimates if information from that advertiser will not post from the system.


Setting up Your Tariff (Carrier/Broker)

This demo provides a step-by-step guide on how to set up your Tariff for long distance moving. You likely already have a Tariff Version created from your Onboarding call, but if not be sure to follow the Tariff Version Step. If you already have a Tariff Version, be sure to start from the Settings! Follow the guide to success!


Setting up Charges, Discounts, and Binding Fees (Additional Concepts) (Carrier/Broker)

This demo provides a step-by-step guide on how to set up the discounts, charges, and/or binding fees to be used on long distance moving estimate pages. The Full Packing Service behavior will be an available service to your sales users and will automatically charge based on the settings in your tariff route rates. The other behavior types are made for preset tracking on BOLs and local moving companies, and are not useful to Brokers on estimates.

Note: Binding Estimate Fees are not used by all companies and are not required. Binding Fees are used to track Charges as well so if you have a type of charge you base commission off of, you may set the Behavior of a concept to Binding Fee and label the binding fee as the actual service charge (i.e. full packing service).


Setting up Additional Stop Rules (Carrier/Broker)

This demo provides a step-by-step guide on how to set up Additional Stop Rules to be automatically applied on your estimates.


Setting up FVP Insurance Rates (Carrier/Broker)

This demo provides a step-by-step guide on how to set up your FVP Insurance values for your estimates.


Setting up Inventory Categories and Inventory Items (Carrier/Broker)

This demo provides a step-by-step guide on how to set up your Inventory Categories and Inventory Items. You can set items to automatically charge associated fees!


Setting up Packing Materials (Carrier/Broker)

This demo provides a step-by-step guide on how to set up your company packing materials and their pricing.


Workspace Settings (Carrier/Broker)

This demo provides a step-by-step guide on how to set up essential Workspace Settings.


Setting up Carriers and Brokers (Carrier/Broker)

This demo provides a step-by-step guide on how to set up Carriers and Brokers you may work with, including interline carriers.


Setting up Storage Companies / Warehouses (Carrier)

This demo provides a step-by-step guide on how to set up Storage Companies and your Warehouse Locations so you can track jobs in the CRM. If you don’t use storage locations skip to the Warehouse part of the Demo. If you don’t have a warehouse location yet and you don’t use storage locations, you can skip this. But if you store household goods, we HIGHLY recommend setting up your locations!


Setting up Vehicles (Carrier/Broker)

This demo provides a step-by-step guide on how to set up your company Vehicles. You will be able to assign these Vehicles to jobs in the calendar! Not required but we highly recommend it!


Setting up Roles (Carrier/Broker)

This demo provides a step-by-step guide on how to set up your Roles. These roles can be selected when you are setting up new employees, this greatly speeds up the process of assigning permissions to new users.


Setting up New Employees (Carrier/Broker)

This demo provides a step-by-step guide on how to set up your new employees (Users). If you set up Roles, this process is going to be a breeze!


How to Enter the Company/CRM Side (Carrier/Broker)

This brief demo provides a step-by-step guide on how to enter the company side CRM. You will need to go in and customize some settings!


How to Enter the Company/CRM Side (Carrier/Broker)

This brief demo provides a step-by-step guide on how to enter the company side CRM. You will need to go in and customize some settings!


Creating a new Company or Location

This brief demo provides a step-by-step guide on how to create a new company or branch location. You will need to go in and customize some settings for all companies and/or branches individually!


COMPANY-SIDE SETUP:

Company Settings (Company/CRM Side) (Carrier/Broker)

This demo provides a step-by-step guide on how to set up the company side settings! Make sure you configure each setting in the demo! You may have some settings already configured from Onboarding but it’s always good to review.


Setting up Document Types

This demo provides a step-by-step guide on how to set up the company side settings!


Configuring the Ticket System

This demo provides a step-by-step guide on how to configure your ticket system! Follow the complete demo to maximize your ticket system!


Setting up Payments (Payment Gateways and Payment Methods)

This demo provides a step-by-step guide on how to set up all the payment methods your customers will use to make payments to you.


Setting up Payroll

This demo provides a step-by-step guide on how to set up payroll so that the system can track all of your payroll balances.