Welcome! This training recap brings together key Supermove videos and help articles in one place. Use it as a quick reference to refresh your knowledge on core workflows — from creating jobs to running dispatch and finalizing payments.
📌 Learn More:
Platform Links
Sales & Office Training
- Understanding the Move Views (Calendar, Capacity, Booking & Projects)
- Creating a Project or Lead
- Inventory Survey Tool Overview
- Survey Calendar vs Moves Calendar
- Updating a Survey to a Move
- Project Bills and Job Bills
- Adding Weight to a Project
- Booking a Move: Sending Quotes, Confirmations & Skip Confirmation
- How to Record a Payment
- How to Add Fees and Discounts to a Bill
- Moving a Customer into Storage
- How to Create Multi-Day Projects & Add a New Job
- Clients Page
- How to Cancel a Project, Remove a Job & Restore
- Adding or Updating Valuation Coverage
Crew App Training
- Crew App Training (English & Spanish)
- Managing Crew App Settings
- Adding & Finalizing Bill Items in Crew App
- Crew App Steps Walkthrough Guide
- Driver Inventory Walkthrough (Video Coming Soon…)
Dispatch Training
- Dispatch Crew and Trucks from the Dispatch Tab
- Dispatch Crew & Trucks from the Job Page
- Dispatch Calendar
- Accessing Crew Schedules
Storage Training
Accounting Training
- Completing a Job from the Office App
- Payments Tab Explained
- Accounting Page Overview
- Claims Overview
- QuickBooks Settings & Mapping
Settings & Customization
- Updating Inventory Survey Items
- How to Cancel a Project, Remove a Job & Restore
- Tagging Projects and Jobs
- Creating & Editing Email Templates
- Projects and Jobs Explained
- Creating Documents and Making them Available in the Crew App
- Adding/Updating Fees and Discounts in Settings
- Automation Overview
Support Education Series Webinars
- Billing in The Office App
- Crew App Training (English & Spanish)
- Managing Payment Methods & Payment Fees
- Creating & Managing Communication Templates
- QuickBooks Integration
- Navigating the Office App on Mobile
- Completing a Survey in the Office App
- Running a Job on the Office App
Note: Additional Support Education Series videos can be found here!
Need Help?
- 📧 Email: help@supermove.com
- 💬 In-App Chat: Available in the Office App
- 🔎 Help Center: help.supermove.com
- 📱 Phone/Text: (415) 991-1969
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