Overview

As a salesperson, you’ll spend most of your time in calendars and on the Projects page. These tools help you stay organized, track deals through each stage, and make sure no opportunity slips through the cracks.

By mastering these views, you’ll always know what’s on your schedule, which leads need follow-up, and where every deal stands in your pipeline.

Calendars You’ll Use

Moves Calendar

Shows all move-related jobs on your schedule. Use it to confirm availability before promising a date to a customer.

Capacity Calendar

Gives you a real-time look at how full each day is — by jobs, crews, or trucks. Use it to avoid overbooking and to create urgency when dates start filling up.

🎥 Training Video: 

📌 Learn more: Understanding the Moves View (Calendar, Capacity, Booking, Projects)

📌 Learn more:  Set up the Capacity Calendar and Set Capacity based on Drivers available

Survey Calendar

Displays all your scheduled survey appointments (regardless of job status). Add notes and comments directly from the survey tab to keep everything in one place.

Tip: Use the Surveys Tab to stay on top of all scheduled surveys without cluttering your Moves Calendar.

🎥 Training Video: 

📌 Learn more: Using the Surveys Tab and Survey Calendar vs. Moves Calendar

Dispatch Calendar (for visibility only)

Shows daily truck and crew assignments in a list view. While dispatching itself is handled by operations, you can use this view to confirm whether your booked jobs are scheduled properly.

🎥 Training Video: 

📌 Visit the module: Dispatching from the Dispatch Tab vs a Project Page 

Calendar Integrations

• Google Calendar (Outbound): Sync your company’s Supermove events to Google Calendar to see your schedule alongside personal commitments.

• Sales Calendar (Inbound): Lets Supermove check your personal calendar availability when scheduling surveys — helping prevent double-booking.

📌 Visit the module: Scheduling & Calendar Management

Projects Page (Moves > Projects)

This is your sales pipeline view. Use it daily to manage leads and active projects.

• Filter by project status (Lead, Hold, or Booked).

• Open a project to update Sales Info or send a Quote or Confirmation.

• Sort by date or follow-up need to stay ahead of your workload.

📌 Learn more: Moves Tab explained

Sales Stages

Sales stages track where each project sits in your sales cycle. Keeping them updated ensures your pipeline stays accurate and easy to review.

1. New Lead – captured, not yet contacted

2. Contacted – outreach started

3. Survey Scheduled/Completed

4. Quoted – estimate sent (if applicable)

5. Follow-Up – awaiting customer response

6. Booked (Confirmation Sent/Completed)

7. Lost/Cancelled – no longer active

Next Steps

Now that you know how to navigate calendars and manage your sales pipeline:

1. Open the Moves Calendar and click into one project on your schedule.

2. Navigate to the Projects page and filter by your own leads.

3. Identify one project where you can update the Sales Stage or schedule a Survey.

This short exercise will help you connect what you’ve learned to real data in your account.