Ana Marquez
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Articles
Recent activity by Ana Marquez-
Sales Dashboard: Booking & Activity Metrics
OverviewThe Sales Dashboard provides a centralized view of booking performance and sales activity across your organization.This article covers: Permissions & Views: The difference between Company D...
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CoPilot Company Dashboard: Activity & Feature
OverviewThe Company Dashboard provides a high-level view of call activity, project creation, booking performance, and Copilot feature usage across your organization.This article covers: Activity Me...
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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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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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How Inbound Call Routing Works
Initial SetupWhen your Copilot account is set up, we configure a call routing bridge that connects your existing phone system to the Copilot platform.Here's how it works: Before Copilot: Calls com...
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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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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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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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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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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...