MoveBoardMost of what your team does in Supermove has a direct place in MoveBoard. Here's the map, then how to bring your jobs in.
The words
| In Supermove | In MoveBoard |
|---|---|
| Project | An order — one customer's move, from first call to final payment. |
| Job (a day of a project) | A day of the order. An order can have several days — see Multi-day moves. |
| Project type | The order's service — local, long distance, moving and storage, loading or unloading help, packing day. |
| Lead, booked project | Order statuses — New, Follow Up, Can Book Online, Reserved, Booked. See Lead and order statuses. |
| The movers' phone app, documents on the job | The Movers App — the crew's jobs, bill of lading, photos, payment and signatures on the phone. See The Movers App home. |
| Customer documents and payments | The customer portal and the order's Payments — see The customer's moves and Home page. |
| Dispatch | The Dispatch board — see The Dispatch board. |
Import your Supermove export
Export your projects as .csv or .xlsx, then import them on Settings › Sales & orders › Import orders — see Import your orders from a file. These headings are matched by themselves:
| Supermove column | Becomes |
|---|---|
| Project, Project Number | the order ID |
| Start Date | the move date |
| End Date | the last delivery date |
| Customer | the customer's full name |
| Project Type | the service |
| Salesperson | the sales person |
| Total $ | the total |
| Tips $ | tips |
| Discounts $ | the discount |
| Origin Zip, Destination Zip | the origin and destination postal codes |
Columns with other names — the phone, email or addresses — are matched by common names (Phone, Email, Origin Address…). Check every match on Map Columns before you validate. Every order needs a move date and a phone number.
Set up the rest
Rates, crew-size rules, templates, documents and workflows are set up in MoveBoard rather than imported. Price a few of your recent jobs in the test calculator to compare with what you charged.