Overview

Your sales journey in Supermove starts with Leads and Projects. Every move begins as a lead — whether it comes from your website, a referral, or a third-party provider — and grows into a project that your team can track, manage, and book.

By mastering leads and projects, you’ll ensure no opportunity slips through the cracks and that customers are set up for a smooth experience from the very beginning.

Leads: Where Your Pipeline Begins

Leads in Supermove can arrive in several ways:

• From your website’s Quote Request Form.

• Through a third-party lead provider integration.

• Created manually by your team — for referrals, phone calls, or walk-ins.

All leads are centralized in Supermove so you can follow up quickly, track activity, and keep deals moving forward.

From Lead to Project

In Supermove, a Lead is simply a Project with the status set to Lead. Once you begin working with the customer, you’ll build out the project details.

How to Create a Project

You can create a project in three ways:

1. From the Moves Calendar (top right corner).

2. From the Survey Calendar (top left corner).

3. From the Clients Page (search for a client → “New Project” button).

Tip: If you create a project from a client’s profile, their contact info is auto-filled to save time.

🎥 Training Video: 

📌 To learn more:

• Clients Page

Creating the First Job in a Project

Every project requires at least one job to be created. A job represents the actual work your team will perform — whether that’s a Survey, Move, Pickup, or Storage task.

When creating the first job in a project, you’ll need to enter:

• Job Type – e.g., Survey, Move, Pickup, Storage.

• Date & Time – the scheduled date, arrival time, and estimated hours.

• Locations – pickup, drop-off, and any extra stops.

• Resources – number of movers, trucks, or equipment needed.

Note: The details you enter here will flow directly into your scheduling and billing, so accuracy is key.

🎥 Training Video: 

Key Project Details

When creating a project, you’ll complete several important sections:

1. Client & Billing Information – contact details and who is responsible for payment.

2. Project Information – branch, warehouse, project type (Local, Labor Only, Commercial, etc.), size.

3. Job Information – add the first job (Survey, Move, Pickup, etc.), including date, time, and hours.

4. Location Information – pickup and drop-off addresses, with the option for multiple stops.

5. Billing Details (Part 2) – movers, trucks, and rates.

6. Internal Information – notes for crew, dispatch, and office; assign salesperson/coordinator.

7. Save – don’t forget to click the blue Save button to confirm your project!

Next Step

By setting up leads and projects correctly, you’re laying the foundation for accurate surveys, smooth quotes, and easier handoff to operations.

Practice Challenge

1. Create a test Lead from the Clients Page.

2. Fill out the Project Information and add the first job.

3. Save and review the project details to confirm accuracy.

Want more details? See: How to Create a Project or Lead and Projects and Jobs Explained