Objective
The objective of this SOP is to guide team members on how to create a new opportunity in MoveRight, including setting up a job, creating a lead, and entering relevant customer information.
Key Steps
- Open MoveRight and click on the green plus sign for “New Opportunity.”
- Enter the customer’s name, phone number, moving date, company name (if applicable), job type, and how they heard about the service.
- Specify the job origin (e.g., inbound call, online lead) and provide the starting and destination addresses.
- Input details such as the type of house, number of bedrooms, square footage, floor level, and any additional access information.
- Add stops, additional locations, and access notes as needed.
- Create an inventory by going room by room and adding specific items with quantities.
- Select a booking time based on available slots and leave additional notes in the crew, admin, and customer summary sections.
- Format the information for different viewers (crew summary for administrators, admin summary for sales agents and operations, and customer summary for customers).
- Review the information and create the job in MoveRight.
Cautionary Notes
- Ensure accurate data entry to avoid errors in customer information.
- Double-check addresses and contact details for accuracy.
- Be thorough in gathering information to provide a comprehensive service.
Tips for Efficiency
- Utilize the drop-down menu for addresses to select locations accurately.
- Use templates for common job types to streamline the process.
- Communicate effectively with customers to gather all necessary details efficiently.
- Regularly update and maintain customer records in MoveRight for future reference.