Profile Settings      

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Why This Matters to Your Business 💼

Your Profile Settings are the foundation of your Movegistics account. They determine how your company’s name, contact information, time zone, and branding appear across the platform—from estimates and invoices to customer emails. Ensuring this information is correct helps improve professionalism, accuracy, and trust with your customers ✨.

By keeping your User Profile, Organization ID, Phone Number, and Email Address up to date, you ensure smooth communication and precise documentation across all operations.
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How to Access Profile Settings ⚙️

To view or update your profile settings:

1. 1. Click on your profile picture at the top-right corner of the Movegistics 5.0 screen.
      
      
   2. A small overview menu will appear, displaying your Organization ID(Under company name left side) and Location Number(Office name right side).     
      
                                                                                                
   3. Click Profile from this small overview to navigate to the detailed Profile Settings screen.
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Profile Fields Explained 📝

Here’s a breakdown of each field and why it’s important:

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📧 Email Address (Locked)

The primary email tied to your profile. This is used for login, system alerts, and communication templates.

Why it matters: Keep this accurate to avoid missing critical notifications.
🔒 This field cannot be changed by users. Please contact [e-mail] for any updates.

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🌐 Time Zone (Locked)

Controls the timestamps on all CRM activities—calendar events, job logs, follow-ups, and automated messages.

Why it matters: Incorrect time zones can result in missed appointments or wrongly scheduled jobs.
🔒 If your time zone is incorrect, please reach out to [e-mail].

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🕓 Date Format

Choose your preferred date display (e.g., MM/DD/YYYY or DD/MM/YYYY).

Why it matters: Ensures consistency and avoids confusion when scheduling across different regions or teams.

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☎️ Phone Number

Your contact number displayed on communication templates, system emails, and certain job documentation.

Why it matters: Allows customers and coworkers to reach you without delay or confusion.

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🏢 Organization ID (Locked)

A unique identifier for your company account within Movegistics.

Why it matters: Required when contacting support or referencing your account in system requests.
💡 Tip: Include this ID when emailing [e-mail] for faster assistance.

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📍 Location Number

Specifies your branch or office location—especially important for companies operating in multiple regions.

Why it matters: Used to route jobs, assign teams, and organize metrics by service area.

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Best Practices 🛠️

✔️ Double-check your Phone Number
This appears on emails and job documents. Make sure it's accurate so customers and team members can reach you without confusion.

✔️ Upload a clear Profile Picture
A high-quality image personalizes your account and may display on internal records or communications.

✔️ Set your Date Format based on your region
Choosing the correct format (e.g., MM/DD/YYYY or DD/MM/YYYY) avoids scheduling errors—especially for international teams.

✔️ Reach out to support to update locked fields
Your Email Address, Time Zone, and Organization ID cannot be changed by users. For updates, contact [e-mail].

✔️ Keep your Organization ID handy
Including this ID in any message to support will speed up troubleshooting and account identification.

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For any questions or if you need assistance updating your profile, feel free to reach out to us at [e-mail]. We’re here to help! 💬

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