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MoversSuite Enhancements

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MoversSuite Enhancements

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559 results found

  1. For example, on the Job Summary, you could show crew that have punched in and are currently working on this job. This would give an instant status of crew to crew lead on a large office move where he is managing a large crew spread out over several buildings.

    2 votes

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  2. It would be helpful to be able to add phases to O&I moves so we can have tasking dates populated based upon each phase. In the Special Services module, we can do this based upon install date. Adding a tab to the O&I Module called "Phases" and allow us to create start/end dates and names for each phase. then allow tasking off of these dates

    26 votes

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    1 comment  ·  Admin →
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  3. When entering text/signatures on a document, after every little addition you are asked to email and save. Is there a way to have it only ask once after making all additions?

    1 vote

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    1 vote

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    0 comments  ·  Admin →
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  5. It would be great to have a place where we could enter emergency contact info in the personnel tab. Having a place our staff can quickly and easily grab this about our drivers when it is needed would help greatly if it becomes needed.

    4 votes

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  6. In the report design I can report off of Order Information as the main category and local services as the secondary. I need to do the opposite. I need to be able to pull retained revenue off of imported worktickets by the workticket by day. I could do this if you allowed order information as a second category on the local services category

    24 votes

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    1 comment  ·  Admin →
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  7. Add "Booking Agent" drop down to the order defaults that you can add to an account profile so that it is one less thing to add manually for a specific account where the booking agent is always the same.

    1 vote

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    0 comments  ·  Account Profile  ·  Admin →
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  8. Would be nice to have the ability to do a search by email address

    7 votes

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  9. Would you be able to add an Containers Grid (International) bookmark to the list of available bookmarks when creating a new form template?

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
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  10. 1 vote

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    0 comments  ·  Claims  ·  Admin →
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  11. 1 vote

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  12. It would be nice to be able to set up form email templates that would auto generate and send based upon criteria in the order. For example, if the Self Haul authorization is changed from yes to no, it would send an email to the trans coordinator. Or if a new order is booked in the system, an email generates to the trans coordinator that it is assigned to. We have multiple locations and a central call center and military offers center the accepts and books shipments on behalf of all of our locations. This simple addition would make things…

    25 votes

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  13. Add the coordinators name to the as one of the lines showing in the text dashboard.

    1 vote

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  14. We should be able to relate multiple orders to 1 job. Say I have a move job (C#) where we are bringing items back to our storage (SC#) and items that will be shipped via vanline (M#) to another state, all three jobs will need their own order numbers. I would like to be able to relate both the M# and the SC# to my original C# job.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  15. 1 vote

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  16. 1 vote

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  17. We should not have to enter the Customer email again in MS for purposes of mailing monthly storage invoices, when it has already been entered in GP.

    5 votes

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    0 comments  ·  Billing  ·  Admin →
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  18. It would be great if we could make certain document types available for MS Crew by default. I would envision another check box on the Document Type setup in the admin tool for this.

    This would allow us to make estimates, cube sheets, premove documents, etc. available to MS Crew without needing to remember to manually make it available each time. As soon as the document was uploaded, it would automatically be set to "Available in MS Crew."

    1 vote

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  19. Would you be able to add an Actual Ready to Go Date bookmark to the list of available bookmarks when creating a new form template?

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  20. Would like to see the CPUs imported from TechMate into MoversSuite to eliminate double entry.

    1 vote

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