Sales - Notes

Sales - Notes Settings 📝

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Why This Matters to Your Business 💡

Internal notes in Movegistics 5.0 help your team stay organized and aligned throughout the move lifecycle. Whether it’s a packing instruction, access alert, or special handling note, Notes ensure that critical job information is visible to your staff when they need it most. This:

• 🧠 Reduces miscommunication

• 📋 Keeps the crew informed about key job details

• 📦 Improves operational efficiency during busy move days

• 🔐 Keeps sensitive details internal and separate from customer-facing content

Let’s walk through how to configure, manage, and apply Notes settings for maximum visibility and utility.

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Step 1: Navigating to Note Settings

1. Click the gear icon in the top-right of the Movegistics dashboard to open Settings.

2. In the left-hand navigation, expand the Sales section.

3. Select Notes.

Here you will see a list of existing notes, categorized by:

• Title

• Type (Internal Note)

• Service Type (e.g., Local, Interstate, Commercial)

• Active toggle switch

You can use the Active toggle to enable or disable visibility of each note.

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Step 2: Adding a New Note Template

1. Click the blue plus (+) button at the top-left of the Notes screen.

2. Fill in the following fields:

   • Title: Use a clear, descriptive title (e.g., "Packing Instructions", "Elevator Access Alert")

   • Template Type: Select Internal Note

   • Service Type: Choose from Local, Commercial, Interstate, etc.

   • Content Field: Add the actual note content (e.g., instructions, reminders, special alerts)

3. Click Save.

Notes can include details like:

• Size of home

• Special equipment required

• Entry instructions or security codes

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Step 3: Applying Notes to Work Requests

1. Go to the Sales module and click on Work Requests.

2. Open a work request and select the Notes tab from the dark gray action bar at the top.

3. The system will automatically load the matching note template based on the service type.

4. You can edit the note content, enable visibility to the crew using the "Show Note To Crew" checkbox, and use @ mentions to tag teammates.

These notes appear only to internal users and help streamline job prep and execution.

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Tips for Using Notes Effectively ⚙️

• Service Type Matching: Notes only appear on jobs where the service type matches. Keep templates organized by type.

• Active Toggle: Use the toggle to activate/deactivate notes globally.

• Clear Formatting: Write concise, scannable notes that field teams can quickly digest.

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Final Thoughts 📬

By managing your Notes settings, you ensure that operational and field teams have critical job information front and center, reducing last-minute confusion and improving move day efficiency.

Need help with setup or best practices? Reach out to [e-mail] — we're here to help!

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