## **Overview**

Statuses in Supermove can help you track the progress of your sales pipeline and your move projects. These statuses are available by default on your account. Go to the sections below for a list of statuses and what they refer to. \n 

## Sales Status ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/60dee972-2b70-4113-95a0-d5841bca92f6/ecde45be-55f2-4904-967e-a3a9e66d877d/imported?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250505%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250505T074708Z&X-Amz-Expires=3000&X-Amz-Signature=9c7ce30248fc2323297cc51289f1571db21525aabe96da2eb848a50b6047d68d&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

| **Status Name** | **Description** |
|:---|:---|
| New | New jobs manually created through Supermove will have this status. \n NOTE: When a customer fills out a request form linked on the website, the request will first go to the "request tab" on the Projects section of Supermove. From there, you're able to view the request and then create the request into a job for the sales status to display "new" |
| Quote Pending | The quote has been emailed to the customer for approval |
| Quote Accepted | The customer has accepted the quote via email by clicking on "view the quote" and then "request availability" |
| Confirmation Pending | The customer has accepted the quote and the confirmation has been sent to the customer for approval |

\

:::info
**Note**: Once the confirmation has been accepted by the customer, there will be no sales status associated with the job. It will be a booked move on the calendar.

:::

\
## Project Status

 ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/60dee972-2b70-4113-95a0-d5841bca92f6/0c3fa043-c57b-4447-be0d-4d08aabd83ad/imported?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250505%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250505T074708Z&X-Amz-Expires=3000&X-Amz-Signature=9ceb01aea8bc2a811cf9ad17ff09bee70286282e762cf5d796db60b23c74cc62&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

| **Status Name** | **Description** |
|:---|:---|
| Lead | A quote has been created in Supermove. The status will remain the same until the customer clicks on "Request Availability" on the quote form emailed to them. |
| Hold | The confirmation has been sent to the customer and we are waiting for approval |
| Booked | The customer has signed the confirmation letter and is ready to proceed forward with the scheduled move |
| Completed | The movers have finished their job AND a full payment has been collected. Keep in mind: \n 1.  If the movers finish the job but no payment has been collected, the status will not change to completed \n 2.  If there is only a partial payment on the job and the movers are done, the status will not change to completed \n 3.  The Office Staff is able to manually mark the job as "complete" even if a full payment has not been collected |
| Canceled | The job has been manually put into a "canceled status" due to any circumstance from the customer or the mover side |

\

:::info
**Note**: For more information about Quotes and Confirmation letters, refer to the [Quotes vs Confirmation](/doc/bac23de1-debe-421a-b777-735b9c135841) article.

:::

\
## Job Status

| **Status Name** | **Description** |
|:---|:---|
| Dispatch not done | Crew members and trucks have not been assigned to the job |
| Dispatch Done | Crew members and Trucks have been successfully assigned |
| In Progress | The crew members have arrived at the origin location and have initiated the job |
| Report not final | The job has been marked complete but payment has not been collected |
| Report Final | The Office team has clicked "Finalize" on the Edit Report section |
| Cancelled | The customer has decided to not continue with the move |

\

:::info
**Note**: If you have any additional questions, be sure to contact Supermove Support at [help@supermove.com](https://help@supermove.com).

:::

\


Project, Job & Sales Status Overview

Moves Tab explained

How to Create Multi-Day Projects (Add New Job)

Clients Page

How to share Inventory with Crew

Create a Training Project

Additional Topics

Trucks and Slots

Accessing Crew Schedules

Block a Day from Having More Jobs Booked

Dispatch Crew and Trucks from the Dispatch Tab

Dispatch Calendar

Scheduling & Dispatch

How to Create a Long Distance Project Type

Create a Long Distance Trip

Add a Shipment to an Existing Trip

Edit a Trip’s Origin or Destination

"No Job" Status for Pack, Load, and Delivery Dates

Long Distance Dispatch

Create a Task Template

Create a task on the Project Page

Create a Task on the Tasks Page

Archive and Unarchive Tasks

Task Management

Understanding the Moves View (Calendar, Capacity, Booking, Projects)

Survey Calendar vs. Moves Calendar

Icons on the Moves Calendar Explained

Set Capacity based on Drivers available

Set up the Capacity Calendar

Moves Calendar: Dispatching Multiple Jobs

Calendars

Supermove Timesheet

Job Timesheet and Billing

Job Timesheets and Payroll

Timesheets

Difference between Quote and Confirmation

Viewing Truck Locations on the Live Tab

Date Range Jobs (Spread Jobs)

Difference between Add Jobs and Date Range Jobs (Spread Job)

Projects and Jobs Explained

Understanding the Basics

Multi-Branch: Branch Switcher

Multi-Branch: Create Move Project

Multi-Branch Configurations

Multi-Branch & Multi-Users

Multi-Branch

Office App

Moving a Customer into Storage

Create Storage Containers

Managing Storage Containers on a Project

Creating a Storage Invoice

Storage Project Attachments

Storage Payments: Charge Credit Card and Setup Autopay

Completing a Storage Project

Storage Invoices & Payments

Using Storage

Storage Settings (Project Types)

Storage Settings (Warehouse & Container Types)

Importing Existing Containers

Importing Storage Customers into Supermove

[Overview] How to Set Up Storage

Setting up Storage

Storage

Lead Providers Overview 

Supermove Quote Request Form

Known Lead Provider Integrations

Debugging Inbound Leads

Connecting Leads From Your Website to Supermove

Standard Website Integration

Developer API Integration

Lead Providers

Options to Export Invoices to Quickbooks

Exporting Invoices to QuickBooks When Collecting ACH Payments in QuickBooks

QuickBooks Client Mapping

Quickbooks Desktop Integration Troubleshooting

Quickbooks Online Integration

QuickBooks Item Mapping

QuickBooks Desktop Integration

QuickBooks Integration Overview (Desktop & Online)

QuickBooks

Integrations

Resetting your Password

Importing Past Jobs into Supermove

In-App Notifications (Bell Icon)

Company Settings: Configure & Update

Timezones in Supermove

Data & Security Policy

Claims Overview

Additional Settings

Payment Methods, Fees & Tips Settings

Custom Payment Methods

Managing Billing Tables

Billing Recommendations

Creating a Billing Library

Cost and Compensation

Create a Bill Template

Adding & Updating Supplies in Settings

Configuring Sales Tax Functionality 

Adding & Updating Fees and Discounts in Settings

Billing Settings

Remove an Existing User

Invite a New User

Access and Update Crew Positions

User Accessibility and Permissions

Staff Settings

Managing Crew App Settings

Project Level Settings: Accounting

Project Bills and Job Bills

How to Create a Project and Job Type

Project & Job Level Settings

Office Settings

Payments Tab Explained

Stripe Payment Integration

Supermove Payments Set-up

Supermove Payments Explained

Understanding Payment Processing Fees

Getting Started

Payment Methods Explained

How to Record a Refund

Chargebacks & Disputes

Updating Bank Account

Understanding declines and failed payments

Payment Transaction Errors

Using Payments

Supermove Payments

Enhanced Email Widget & Detailed Email View (Conversation Inbox)

Job Timesheet & Crew Hours

Dispatch Crew & Trucks from the Job Page

Tagging Projects and Jobs

Changing Project & Job Type after Creation

Edit a Job

Project Toolbar Explained

Accessing & Generating Documents

Event Log 

Welcome to the New Project Page

Changing the Order of Stops Within a Job

Equipment & Materials: Configuring and Using the Module

Completing a Job from the Office App

Duplicate Projects & Resetting Client

Finalizing a Job

Navigating the Project Page

Tip Payouts

Move Details block

Sales block

Jobs block

Accounting block

Header Block

Project Page Layout Explained

Booking a Move: Sending Quotes, Confirmations, & Skip Confirmation

How to Cancel a Project, Remove a Job & Restore

Updating a Survey to a Move

How to Access Street View

How to access Office Notes, Dispatch Notes, Crew Notes, and Comments

How to Send an Email

How to Print Job

Common Questions

Adding Weight to a Project

Differences between Office Notes, Dispatch Notes, & Crew Notes

Adding Attachments to a Job

How do I add different attachments to my job?

Project and Job Description

Managing a Job Once It's Booked

How to Edit Project Name and Description

How to Create a  Project or Lead

Setting up a Job

Projects & Jobs

Billing Items - Understanding TBD vs $0 Values

Completing a Job Marked "Report Not Final"

Adjusting the Bill if a Mover Leaves Early

Sending and Viewing an Invoice

Finalizing Invoices (Manual and Automatic)

Invoice Tab - Control Center for Invoices

Invoice Statuses

Adding Bill Templates to an Invoice

Troubleshooting Sending Invoice Error

Adding or Updating Valuation Coverage

Editing Billing Values

Manage Credit Cards

Edit Per Bill Item

Billing & Invoices

How to Add Fees and Discounts to a Bill

Tariffs on Supermove 

Sending an Invoice

How to Print Invoice

Options to save Customer Payment Info

How to Record a Payment

Balancing an Invoice

Adding Fees to the Bill

How to Override an Hourly Rate 

Billing Engine (In-Depth)

Introduction to Billing Engine

Billing Engine

Automations: Stop with Tags

Set-up Automated Tasks & Emails

Create Tasks & Send Welcome Email to New Lead

How to use the “Stop If” Action - Conditional Tasks

Create a flow for unsigned confirmations

Events (Triggers) and Actions Overview

List of Events (Triggers) and Actions 

Sending automated SMS (Text Message)

Automations Library

Project, Job & Sales Status Overview

اشتراک‌گذاری

Overview

Sales Status

Project Status

Job Status

اشتراک‌گذاری

Status Name	Description
New	New jobs manually created through Supermove will have this status. NOTE: When a customer fills out a request form linked on the website, the request will first go to the "request tab" on the Projects section of Supermove. From there, you're able to view the request and then create the request into a job for the sales status to display "new"
Quote Pending	The quote has been emailed to the customer for approval
Quote Accepted	The customer has accepted the quote via email by clicking on "view the quote" and then "request availability"
Confirmation Pending	The customer has accepted the quote and the confirmation has been sent to the customer for approval

Status Name	Description
Lead	A quote has been created in Supermove. The status will remain the same until the customer clicks on "Request Availability" on the quote form emailed to them.
Hold	The confirmation has been sent to the customer and we are waiting for approval
Booked	The customer has signed the confirmation letter and is ready to proceed forward with the scheduled move
Completed	The movers have finished their job AND a full payment has been collected. Keep in mind: 1. If the movers finish the job but no payment has been collected, the status will not change to completed 2. If there is only a partial payment on the job and the movers are done, the status will not change to completed 3. The Office Staff is able to manually mark the job as "complete" even if a full payment has not been collected
Canceled	The job has been manually put into a "canceled status" due to any circumstance from the customer or the mover side

Status Name	Description
Dispatch not done	Crew members and trucks have not been assigned to the job
Dispatch Done	Crew members and Trucks have been successfully assigned
In Progress	The crew members have arrived at the origin location and have initiated the job
Report not final	The job has been marked complete but payment has not been collected
Report Final	The Office team has clicked "Finalize" on the Edit Report section
Cancelled	The customer has decided to not continue with the move

Project, Job & Sales Status Overview

اشتراک‌گذاری

#Overview

#Sales Status

#Project Status

#Job Status

اشتراک‌گذاری

Overview

Sales Status

Project Status

Job Status