Common Workflow Checklist
This article outlines the typical workflow followed by both office/admin staff and movers using Supermove. Use these checklists to ensure every step of the move is handled smoothly from start to finish.
Office/Admin Workflow
This checklist covers the core steps for office teams managing/creating jobs in Supermove:
| Task | Description | Completed |
|---|---|---|
|
A new lead contacts your office or you get an inbound lead |
Start by gathering basic move information from the customer. | |
| Create a Project in Supermove | Use the “+ New Project” button to create a new job and input key details like name, contact info, and move type. | |
| Fill out job details and generate a Quote | Enter service info, pricing, and any additional items or labor to generate a formal quote. | |
| Send the quote via email or SMS | Share the quote directly from Supermove using the customer’s preferred contact method. | |
| Customer approves the quote | Once the quote is accepted, you’ll receive confirmation in Supermove | |
| Book the move and assign a date/time | Schedule the move on your calendar and confirm logistics with the customer. | |
| Assign crew and trucks using the calendar | Use the Capacity Calendar or Dispatch tab to assign team members and vehicles to the job. | |
| The move is completed in the field | Crews use the Crew App to manage the job in real-time. | |
| Review charges and make adjustments if needed | Double-check for any discrepancies or add-ons before finalizing the invoice. | |
| Mark the job as complete and send an invoice | If the crew didn’t close out the job in the app, you can do it manually and send the final invoice to the customer. |
Crew Workflow (Movers)
This checklist covers the standard steps for movers using the Crew App:
| Task | Description | Completed |
|---|---|---|
| Log in to the tablet at the start of the day | Make sure you're connected and ready to go. | |
| Start the assigned job from the home screen | Tap into your scheduled job and review any notes. | |
| Clock in to begin tracking time | This logs the start of your shift and records billable time. | |
| Walk the customer through checklists and notes | Review any important details, damages, or inventory with the customer. | |
| Take photos and add any job-related notes | Capture visuals of furniture, boxes, or damage before and after the move. | |
| Collect the customer’s signature at job completion | Confirm services were completed and get final sign-off. | |
| Clock out to finalize the job | This closes out the job and sends everything back to the office for review |
Note: Need help with any of these steps? Reach out to our Product Experts team at help@supermove.com or browse additional articles in Supermove University.
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