Move Right Training

In this video, I demonstrate how to create a new opportunity in MoveRight, guiding through steps like setting up a job, creating a lead, and inputting customer details. Action requested: Understand the process of adding a new opportunity in MoveRight.

In this video, I demonstrate how to book an on-site estimate in MoveRight. I show the steps to create an event, change the event type, select an estimator, and override availability restrictions. By following these instructions, you can efficiently schedule on-site estimates. No action is requested from the viewers.

In this video, I walk you through creating an estimate for a moving event using Move Right. From setting up the on-site estimate to adding charges, discounts, and generating the estimate document for the customer to review and sign, I cover the entire process. Watch how we finalize the total cost of $670 and send it to the customer for approval.

In this video, I demonstrate the process of signing an estimate in MoveRight. I show how to generate an estimate, send it to the customer, and guide them through signing it correctly. Pay attention to the steps involved in reviewing terms, conditions, and total before signing.

In this video, I demonstrate how to record a deposit for an estimate in MoveRight. I guide you through the steps of creating a deposit transaction, ensuring it’s not associated with an invoice yet, recording the deposit amount, selecting the transaction type, and sending a receipt. By following these steps, you’ll be able to accurately record deposits for your jobs in MoveRight.

In this video, I demonstrate how to book a moving event in MoveRight. I show how to select the event, set the start time, choose a trade, calculate the duration, and finally book the event. Viewers will also learn how to reschedule events and manage available assets.

In this video, I demonstrate how to send and sign an invoice in MoveRight. I walk through the process of completing a job, generating an invoice, and sending it to the customer for signing. It’s crucial to complete the job before invoicing, ensuring accuracy and efficiency. The video provides a step-by-step guide on creating and finalizing invoices, making the billing process seamless and easy for employees.

In this video, I demonstrate how to record a payment for an invoice in MoveRight. I show how to easily assign the invoice for payment, select a transaction type, and generate a receipt for the customer. By following these steps, you can efficiently manage payments and close out completed jobs.