Objective:
To accurately create an estimate for a moving event in MoveRight, including adding charges, applying discounts, and sending the estimate to the customer for review and signature.
Key Steps:
- Access MoveRight and navigate to the on-site estimate for the current job.
- Click on the “Add Charges” button to open the dialogue for adding charges.
- Add crew hours and any additional charges as needed for the estimate.
- Apply any discounts if applicable and review the total charges for the job.
- Save the estimate to update the financials with the total amount.
- Click on the “Plus Estimate” button to generate the estimate document.
- Review the document to ensure all details are accurate, including customer information, charges, discounts, and total amount.
- Send the estimate to the customer via email for their review and signature.
Cautionary Notes:
- Ensure all charges and discounts are accurately added to the estimate before sending it to the customer.
- Double-check customer information and total charges to avoid any discrepancies in the estimate.
Tips for Efficiency:
- Familiarize yourself with the charges and discounts available in MoveRight to expedite the estimating process.
- Review the estimate document before sending it to the customer to catch any errors or missing information.
- Utilize the preview feature to ensure the document looks professional and includes all necessary details.