Ana Marquez
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Recent activity by Ana Marquez-
Calls Page Overview
OverviewThis guide will help you effectively navigate the Copilot home page, view your call logs, and use the filtering and tagging features to organize your calls.Video WalkthroughAccessing Your C...
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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 ...
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Multi-Branch: Create Move Project
Overview For multi-branch companies that have franchises, we've made it easier for you to assign projects to specific branches during the project creation process. Additionally, we've updated the t...
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Block a Day from Having More Jobs Booked
Overview Office Users can immediately Block a Day from having additional jobs booked. Blocking a day from more moves/bookings allows you to manage resources more effectively, ensuring that trucks, ...
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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...
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4. Timesheet, Crew Hours & Tips
As a mover, you’ll use the Supermove Crew App to log your hours, collect payment, and record tips for each job. Doing this correctly ensures payroll is accurate, your effort is properly tracked, an...
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How to Make an Outbound Call
OverviewMaking outbound calls through Copilot is a straightforward process that allows you to connect with customers while utilizing all of Copilot's helpful features. This guide will walk you thro...
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Multi-Branch: Branch Switcher
Overview If your company has multiple branches on Supermove, the main branch can now manage them all using a single login. Branch Switcher In the new global navigation, you'll find an arrow in ...
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5. Job Completion: Documents, Billing & More
As a mover, completing a job properly in the Crew App ensures that all paperwork, billing, payments, and documentation are finalized before leaving the customer’s home. This process keeps everythin...