Ana Marquez
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Activity overview
Latest activity by Ana Marquez-
Ana Marquez created an article,
Cost & Compensation on the Project Page
OverviewThe Cost & Compensation section on the Project page shows all costs and earnings associated with a specific project. Values are automatically calculated based on billing items and configure...
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Ana Marquez created an article,
Managing Cost & Compensation Settings
OverviewThe Cost & Compensation module allows you to configure how operational costs and staff earnings are calculated and applied across projects. By separating costs from compensation while linki...
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Ana Marquez created an article,
Setting Up Voice Agents for Outbound Auto Dialing
OverviewVoice Agents can now not only answer calls but also make them. With outbound calling, your AI Voice Agent proactively contacts customers using the Auto Dialer.This saves time, ensures consi...
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Ana Marquez created an article,
Managing Outbound Call Queues
OverviewOutbound Calling Queues in Copilot make it easier than ever to organize and automate your team’s outreach. Instead of manually dialing one lead at a time, you can now build a queue of calls...
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Ana Marquez created an article,
Configuring Sales Tax Exports
OverviewSupermove gives you flexible options for how sales tax data is exported to QuickBooks. Depending on your accounting setup, you can choose to export a static tax rate or a dynamic rate based...
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Ana Marquez created an article,
Resolve Known QuickBooks Export Errors
OverviewThis article provides a reference list of known QuickBooks error messages that may appear when exporting invoices from Supermove. Each entry includes an explanation and recommended steps to...
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Ana Marquez created an article,
1. Crew Schedule: Setting Your Availability
As a crew member, keeping your schedule up to date ensures you’re available for job assignments and helps the office team plan moves efficiently. Supermove provides a simple way to manage your avai...
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Ana Marquez created an article,
2. Billing in the Office App
OverviewBilling in Supermove ensures jobs are priced accurately and consistently. The Office App Billing Engine allows sales and operations teams to: Apply fees and discounts correctly. Adjust hour...
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Ana Marquez created an article,
6. Job Management
OverviewThis checklist outlines the core steps salespeople should follow to manage jobs effectively in Supermove. Use it to ensure every job is accurate, tasks are tracked, documents are confirmed,...
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Ana Marquez created an article,
4. Calendars & Sales Stages
OverviewAs 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 sli...