Booking a move in MoveRight takes the signed estimate and deposits and turns them into a scheduled job — complete with crew assignment, truck assignment, and automatic customer confirmation.
Prerequisites
Before booking the move, confirm:
- The estimate is signed (see How to Sign an Estimate)
- A deposit has been recorded (see How to Record a Deposit) — or your company doesn’t require deposits for this job type
Steps
1. Click “Book Move” in the Opportunity
From the opportunity, click Book Move in the sidebar. This opens the job booking form.
2. Confirm the Move Details
Review and confirm:
- Move date — use the calendar picker
- Start time — your estimated crew arrival time
- Estimated duration — from the signed estimate
- Origin address — confirm the full address including apartment/unit number
- Destination address — confirm it’s correct
3. Assign Crew
From the Crew dropdown, select the crew members for this job. MoveRight shows each crew member’s availability for the selected date and time.
The crew count should match the estimate. If the estimate specified 3 crew and you’re assigning 2, MoveRight will flag a warning.
Each assigned crew member receives:
- An SMS notification with the job details
- The job appearing on their MoveRight schedule
4. Assign a Truck
From the Truck dropdown, select the truck for this job. MoveRight shows which trucks are available vs. already assigned on the selected date.
5. Add Access Notes
In the Job Notes field, add any details your crew will need on the day:
- Gate codes or key pickup instructions
- Parking restrictions at origin or destination
- Fragile or specialty items to handle with extra care
- Customer preferences (“please take shoes off”)
- After-hours access requirements
6. Save and Confirm
Click Confirm Booking. MoveRight:
- Saves the job to your dispatch calendar
- Sends the customer an SMS and email confirmation with the date, time, crew name, and a “Track Your Move” link
- Sends each crew member their job details
- Schedules automatic reminder messages (48-hour and morning-of)
The Dispatch Calendar
After booking, the job appears on your dispatch calendar. You can view by day or week to see all jobs, assigned crew, and truck usage at a glance.
To make changes before move day — crew reassignment, time adjustment, address correction — open the job from the calendar and edit the relevant fields.
Video Tutorial
Watch the full walkthrough on the MoveRight Training Hub.