A salesperson’s role relies heavily on knowing what availability and capacity the company has each day to avoid overbooking or underbooking. Understanding how to send quotes, book moves, view crew schedules, and dispatch jobs is key to keeping operations running smoothly.

Quotes and Confirmations

A quote, like the name implies, is an estimate of what the job may cost. 

A confirmation contains the same details as a quote but also typically includes more comprehensive terms and conditions, along with any required documents or steps that must be completed for the move to be officially booked and added to the Moves calendar.

📌 Learn more:

• Booking a Move: Sending Quotes, Confirmations, & Skip Confirmation
• Quote and Confirmation Process from your Customer's Point-of-View 

Booking Moves

When a new project is created — whether manually or imported from a third-party lead provider — the first step is to send the customer a Quote. 

Once the customer accepts the Quote, you’ll receive an in-app notification in Supermove confirming the approval. From there, you can move forward with the confirmation process.

Note: Not all customers use Quotes. Some only use the Confirmation flow.

The Confirmation Process

During this stage, key booking details are finalized. This typically includes:

• Sending a confirmation letter to the customer

• Collecting a deposit (if required)

• Outlining your cancellation policy

Note:  These steps will vary depending on your company’s internal processes and desired account setup. 

Booking the Move

After completing the confirmation process, the Project status will update to Booked, and the move will appear on your Moves Calendar.

If your company uses the Google Calendar (GCal) integration, the booking will automatically sync and display on your connected calendar as well.

Note: To set up your Google Calendar Integration, click here: Google Calendar Integration

Scheduling & Dispatching 

Once the project is booked, the next step is to determine which crew and trucks will be assigned to the job.

You can dispatch a job from two locations within Supermove:

1. Main Dispatch Calendar — Found in the main menu, this view allows you to schedule and assign crews across multiple jobs at once.

2. Dispatch Tab — Located within each individual project, this tab lets you manage dispatching for a single move in detail.

From either location, you can:

• Assign crew members to the job

• Assign trucks or equipment

• Adjust start times or job durations as needed

Once dispatched, the assigned crew will see the job appear in their Crew App for that scheduled day.

📌 Want to learn more? Check out the following articles for more in-depth information around Scheduling & Dispatch, Capacity calendar, and the Dispatch tab. 

Reviewing the Capacity Calendar

Before finalizing a booking, it’s recommended to review your Capacity Calendar. This view provides a clear overview of your team’s availability and helps ensure that moves are scheduled efficiently.

The Capacity Calendar displays a custom availability metric that reflects how much work your team can handle on any given day. These metrics are dynamic and adjust based on your company’s scheduling preferences — whether that’s by crew count, truck capacity, hours booked, or other operational limits.

By reviewing this calendar before confirming a move, your team can avoid overbooking and ensure proper resource allocation for every job.

Note: Salespeople can only see the projects that are assigned to them. You can learn more about these permissions here: User Accessibility and Permissions