ANY WAY MOVING

Sales Communications

ANY WAY MOVING
  

Team Access

User Email Role Markets Status Last Login Action

Settings

Job Numbering

Automatically assigned to the next Job.

Database — Import / Export

Export CSV creates a full portable CRM backup. Keep exported backup files unchanged if you may need to restore them later.
Download Import Template provides an Excel workbook with examples and instructions for every import field.
Import CSV currently runs Preview only. Preview does not change the database.

Integrations — SMS Gateway

Configure SMS lines for this company. Each line is connected to a registered Android gateway device.
Loading SMS Gateway...
Add SMS Line

Booking Form

Market Settings

Pre-Move Reminder

Pre-Move reminder for CONFIRMED Jobs. Settings are saved separately for each market.
Available fields: {{customer_name}}, {{job_number}}, {{move_date}}, {{move_time}}, {{company_phone}}

Crew

Default Crew meeting address for this market. A specific Job can override this address.

Crew SMS Texts

Templates are saved separately for each market. Variables inside {braces} are replaced automatically when the SMS is generated.
Variables: {job_number}, {move_date}, {job_time}, {meeting_time}, {meeting_address}, {customer_name}, {customer_phone}, {move_size}, {movers}, {trucks}, {route}, {pricing}, {additional_charges}, {crew_instructions}, {move_details}, {crew_list}
Variables: {job_number}, {move_date}, {arrival_time}, {arrival_address}, {pickup}, {dropoff}, {foreman_name}, {foreman_phone}
Variables: {job_number}, {move_date}, {arrival_time}, {arrival_address}, {foreman_name}, {foreman_phone}
Variables: {job_number}, {move_date}, {arrival_time}, {arrival_address}, {foreman_name}, {foreman_phone}
Variables: {job_number}, {additional_mover_name}, {additional_mover_phone}, {arrival_time}, {arrival_address}

Move Types

Default Move Type
Enabled Move Types
Labor Services

Deposit

Packing Kit

Customer Communications

Confirmation

Customer Confirmation Guard

Customer must confirm before this time on the day before the move.
SMS alert is sent here when automatic confirmation is blocked.

Booking Confirmed

Cancellation

Completed / Invoice

Terms & Conditions

Available variables
{{customer_name}}   {{job_number}}   {{move_date}}   {{move_time}}
{{confirmation_url}}   {{company_phone}}

Archive

0 selected
Job # Status Date Customer Phone Email Service Market

Jobs

0 selected
Job # Sales Status Message Date Time Customer Phone Email Service Route Movers

Crew Address Book

Name Phone Rating Can Foreman Can Drive Status Notes

Confirmation Sent Confirmed
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Select a conversation
Select a customer from the left