Ana Marquez
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Recent activity by Ana Marquez-
Company Settings: Configure & Update
Overview During your Supermove onboarding process, you'll start by configuring your Company Settings, which play a crucial role in your setup. This guide will cover what these elements are, how to ...
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Dispatch Crew & Trucks from the Job Page
OverviewThe Dispatch tool will help you efficiently manage your logistics and moving operations by simplifying the process of assigning trucks and crew members, ensuring precise execution of tasks....
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Editing Documents
Overview You have the ability to create and edit documents that you, your crews, and your customers interact on Supermove. These include -- but are not limited to -- the Confirmation form, Invoice ...
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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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2. Surveys, Quotes & Confirmations (Proposals)
OverviewFor salespeople, your job in Supermove after capturing a lead is to: Run a Survey – gather the customer’s inventory and details... Send a Quote (if your company uses them) – share an estima...
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QuickBooks Client Mapping
OverviewYou can now view customers from your accounting integrations directly within Supermove. This enhancement allows you to access data from external systems like QuickBooks and establish a dire...
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How to share Inventory with Crew
OverviewThis article outlines the procedures for granting your crew members access to the Inventory Review document on a job. This process gives your crew the ability to review the Inventory List a...
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Dispatch Crew and Trucks from the Dispatch Tab
Overview Welcome to the guide on dispatching your crew and trucks using the Dispatch Tab in the Office app. This article discussed how you can easily manage your resources for a smooth operation as...
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QuickBooks Settings & Mapping
Overview In this article, we’ll explore how the latest updates simplify the process of connecting Supermove Bill Items to QuickBooks Products & Services. You can now manage the entire linking proce...
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Assign Office Staff to Projects
OverviewA fresh addition to the Automations module is the "Assign Office Staff" action, allowing the company to automatically assign office staff as salespersons or coordinators for projects. This ...