Guides and answers for every part of the movingstorageapp.com platform, from your first login to advanced integrations.
A tour of the portal navigation and where each part of your moving business lives.
Complete the setup checklist so your company can issue estimates and email customers.
What each sign-in problem means and exactly what to do, including Google's "Couldn't sign you in" screen, expired codes, locked accounts and email connections.
Every alert the portal sends staff, who gets each one by default, and how an administrator turns it On, Own work or Off for each person.
Create, assign, and work leads through the CRM from new inquiry to booked move.
Start an estimate from the lead, then build its route, inventory and price on the Estimate Dashboard and save it.
Email the estimate proposal to your customer, collect a recorded electronic signature, and know what happens when a link expires.
Email the Interstate Bill of Lading to your customer, collect their signature, and find the signed copy afterwards.
Find your own pipeline, weekly sales, booked revenue and rep performance on My Dashboard, the Sales Board, Salesmen Performance and Sales Reports.
Use the priority groups and scheduled appointments so no lead goes quiet and no move date passes unbooked.
Turn a broker's estimate document into a booked long distance estimate with the AI scanner.
Where every signed document on a move is filed, how to reopen one, what happens when a signing link expires, and why a signed copy can never change afterwards.
Turn an accepted estimate into the booked move file that operations runs on, and unbook it if plans change.
Record payments, charge cards on file, send payment links and record refunds on a booked estimate.
Run a pay period, understand how sales, Quality Assurance and foreman commission is earned, and export to QuickBooks.
See every pick-up and local crew delivery by day across the company, filter the schedule, and read each job's operational status.
Who can be on a crew, how to plan each day's pick-ups and local deliveries on the Daily Board, and how jobs move out through Ready for Delivery.
Put a delivery date on a booked job from its Dispatch tab, choose our local crew or a trailer driver, and move stored jobs out through Ready for Delivery.
Settle a delivery with the carrier — rates, delivery fees, blankets, a charge to the carrier, and the driver signature that closes the sheet.
Keep your truck list current, connect Samsara, and read the live map of where your trucks are.
Find every job in storage, its lot sticker and its spots in the Storage report, and keep a job's storage details, spots and date out on the booked estimate.
How storage billing starts on the job, how owed storage is flagged before a delivery, and where to read every storage balance in the Storage report.