Training Videos

General Training

1. Using the Office Schedule
2. Office Calender: Employee’s and Events

Sales Training

1. What are Moving Leads?
2. What are Moving Quotes?
3. How to Quote
4. How to Book a Move
5. How to Use the Lead Home Page
6. How to Manage an Internet Lead
7. Scheduling Surveys and Follow-Ups

Operations Training

1. Add a Truck
2. Add an Employee
3. View Schedule by Months
4. Adding Moves to a Crew
5. Assigning Resources to Crews
6. Confirming Your Schedule
7. Printing Bill of Ladings and Work Orders
8. Best Practices: Scheduling and Operations
9. Best Practices: Printing your Bill of Ladings
10. How to Post a Job as Completed

Storage Training

1. Creating a New Storage Job
2. Creating a Military Storage Job
3. Adding Storage to an Account

Claims Training

1. How to Add a Claim or Damaged Item
2. Pick Up and Delivery for a Claim

Fleet Training

1. Add a Truck

HR Training

1. Add an Employee

Marketing Training

1. What are Email Triggers?
2. How to Create an Email Template
3. Confirming your Automated Emails