Organization Settings

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Why This Matters to Your Business 💼

The Organization Settings page is your company’s control center in Movegistics 5.0. From your business name and branding to viewing your total locations and integration setup, this section keeps your core company data aligned and consistent.

Keeping your organization settings accurate ensures seamless communication, proper branding, and the ability to manage locations efficiently. This helps you scale confidently while maintaining operational consistency across every department 🚛🌐.

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How to Access Organization Settings ⚙️

Click the gear icon (⚙️) in the top-right corner of your Movegistics 5.0 dashboard.

From the Settings menu, select Organization.

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Viewing & Editing Organization Information 📝

In the Organization section, you can view key company details such as:

• Organization Name – Appears on customer-facing documents and internal reports.

• Organization ID – A unique, system-generated identifier for your account.

• Website URL – Adds professionalism to outbound emails and estimate templates.

• Number of Locations – Shows how many active service branches are tied to your organization.
  
  

Editing the Organization Name or Website

1. Check the box next to the organization name.

2. Click Edit from the top action bar.

3. Update the Name or Website URL, then click Save.

🛑 Note: Fields like Organization ID and Location Number are view-only and cannot be edited
directly by users.

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Managing Locations 🗺️

To manage your associated locations:

1. Double-click on the organization row to open the Location Settings page.

2. Here, you can view, add, or edit the various locations tied to your organization.

🔁 Keeping your location data up to date ensures accurate scheduling, dispatching, and local contact
visibility for customers.

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🗂️ Reorder Tabs in Sales & Work Order View

Why This Matters to Your Business

Being able to control the layout of your Sales and Work Order Detail screens isn’t just a cosmetic feature—it directly improves your team’s speed and focus 🎯. When sales reps and operations staff see the tabs they use most right up front, they spend less time hunting and more time doing. This small UI tweak leads to smoother daily workflows and faster decision-making.

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How to Customize the Tab Order

Tailor the tab sequence in your detail views to match how your team works best. This setting gives you full control over which sections appear first when viewing a work request.

Follow these steps:

1. Go to Settings > Organization > Reorder Tabs
   

2. Choose between:

   • The Sales screen

   • The Work Orders screen
     

3. Drag and drop the tabs into your preferred order

4. Click Save to apply your new layout

💡 This only changes the order of visible tabs—it does not add or remove tabs from the screen.

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Share Resources Across Locations 🔄

Movegistics now supports resource sharing across multiple offices or branches. If you operate multiple locations, you can now:

• Share workers and vehicles across branches

• Assign a primary location for clarity (auto-selected if only one exists)

• Centrally manage team assignments and avoid duplication
  
  

To enable:

1. Go to Settings > Organization > Resource Sharing

2. Toggle on location sharing

3. Select which locations to link together

✅ Once enabled, resources will dynamically appear during team assignment — no more guessing where a truck or crew is based.

Why This Matters:

For multi-location operations, this ensures every branch has visibility and access to shared resources — while keeping your system clean, up to date, and fully synced.

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Need Help? 🤝

If you need assistance with:

• Updating restricted fields

• Adding new locations

• Setting up third-party integrations

• Reordering tabs or enabling location sharing
  
  

Contact us at [e-mail] — our team is happy to assist you every step of the way!