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Moving Company Reports Export to Google Sheets – New Update!

Jul 8, 2024 | Move Right Monday

We’re excited to announce a powerful new feature in the Move Right tool – the ability to export your dynamic reports directly to Google Sheets. This update aims to streamline your data management and reporting processes, making it easier for moving company owners to keep track of their operations.

Simplify Your Moving Company Reports

With this new feature, you can easily export your moving company reports to Google Sheets. This allows you to copy formulas and paste them directly into Google Sheets, providing a live representation of your data. You can manipulate this data into any dashboard format you need, making it easier than ever to manage your moving company reports.

Customizable Moving Company Reports Dashboards

By exporting your moving company reports to Google Sheets, you gain the flexibility to create customized dashboards. This means you can tailor your data views to meet the specific needs of your business. Whether you’re tracking job completion rates, customer satisfaction, or financial metrics, Google Sheets provides a versatile platform for your moving company reports.

Save Time on Moving Company Reports Admin Work

One of the biggest advantages of exporting moving company reports to Google Sheets is the significant reduction in admin work. Instead of spending hours retrieving and organizing metrics, you can now access and analyze your moving company reports in real-time. Plus, Move Right offers its own dashboard if you prefer a ready-made solution, ensuring you have the tools you need to efficiently manage your moving company reports.

In addition to this feature, we’ve made several other improvements, such as fixing bugs related to order events and estimates, optimizing the estimator tool, and improving the initial application load time. These updates are designed to enhance your overall experience with Move Right.

Stay tuned for more updates, and keep moving forward with Move Right!

Changes

  • City & Area codes are not shown on the job details card
  • Fix an issue with some older events not having an order
  • Fix a bug that in some situations added the previous estimate information to your current estimate
  • Improve initial application load time
  • Estimator optimizations
  • Add Export to Google Sheets and Scheduling to dynamic reports
  • Estimate and virtual estimate default times can now be set from a config

Tips & Tricks

You have access to a ton of great filters for your jobs! Just click the down arrow, “show all filters,” on the Jobs page:

Clicking the down arrow shows all of these filters available to you:

These filters allow you to ask specific questions about your jobs and retrieve targeted information. Here are some examples of what you can do with these filters:

Which jobs were created within a specific date range?

  • Filter by: Created

Which jobs were last updated within a specific date range?

  • Filter by: Last Updated

Which jobs are currently in a specific stage of the moving process?

  • Filter by: Stage

Which jobs are in a specific state?

  • Filter by: State

What jobs were created by a specific customer, code, or email?

  • Filter by: Search

Which jobs have transaction amounts within a certain range?

  • Filter by: Transaction Amount

Which jobs were closed within a specific date range?

  • Filter by: Closed At

Which jobs were archived within a specific date range?

  • Filter by: Archived At

Which jobs were booked on specific event dates?

  • Filter by: Event Booking Dates

Which jobs have a specific tag assigned to them?

  • Filter by: Tags

Which jobs were closed for a specific reason?

  • Filter by: Closed Reason

Which jobs were created and updated within a specific date range?

  • Filter by: Created and Last Updated

Which jobs were created and closed within a specific date range?

  • Filter by: Created and Closed At

Which jobs have not been updated since a specific date?

  • Filter by: Last Updated

Which jobs have a transaction amount greater than a specific value?

  • Filter by: Transaction Amount (Min)

Which jobs have a transaction amount less than a specific value?

  • Filter by: Transaction Amount (Max)

Which jobs were created but not closed within a specific time frame?

  • Filter by: Created and Closed At (None)

Which jobs were archived but not closed?

  • Filter by: Archived At and Closed At (None)

Which jobs were updated multiple times within a specific date range?

  • Filter by: Last Updated (using the date range multiple times)

Which jobs were created, closed, and archived within a specific date range?

  • Filter by: Created, Closed At, and Archived At

What is Move Right Monday?

Move Right Monday is a weekly newsletter (you’re reading it) that will describe recent & upcoming updates, Move Right tips & tricks, insider updates, and more!

We send out updates on Monday (Via Move Right Monday) with information about what has been released in the past week and what large release will be released on that Wednesday. We typically push releases around 1PM Central Time but for more critical updates the release may happen in the evening.

If you have any comments, questions, or concerns please feel free to leave a comment with your feedback.

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