Sales - Survey Settings 📊

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Why This Matters to Your Business 🚀

Survey Settings in Movegistics 5.0 are critical to capturing accurate inventory data during onsite and virtual surveys. Proper configuration ensures:

• ✔️ Standardization of item data across your entire sales team

• 🤝 Seamless syncing from survey to estimate

• ⏳ Time savings when quoting jobs by preloading accurate volume & weight

• 🚚 Optimized truck and labor planning through realistic job scoping

By setting up your survey tools correctly, you can turn raw survey data into reliable estimates with minimal manual edits.

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Navigating to Survey Settings

1. Click on the gear icon at the top-right corner of your Movegistics dashboard.

2. In the left sidebar, expand the Sales section.

3. Click on Surveys to access the Survey Settings module.

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1. Rooms Tab 🏡

This tab manages the list of rooms that appear in the Movegistics Survey App.

How to Add a Room:

1. Click the blue plus (+) button.

2. Enter a Room Name (e.g., Bedroom, Garage).

3. Choose a Service Type (e.g., Local, Interstate).

4. Click Save.

Additional Options:

• Activation Toggle: Turn rooms on/off to control their visibility.

• Assigning Service Types lets you customize room lists for different move types.

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2. Categories Tab 🏋️

Categories allow you to group survey items logically (e.g., Electronics, Furniture).

How to Add a Category:

1. Click the blue plus (+) button.

2. Enter a Category Name (e.g., Tools, Plants).

3. Click Add.

Additional Options:

• Categories are searchable.

• Use the Active toggle to manage visibility within the app.

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3. Items Tab 🌍

This is where you configure all inventory items that appear during a survey.

How to Add an Item:

1. Click the blue plus (+) button.

2. Fill in the following fields:

   • Item Name

   • Volume (cu ft) and Weight (lbs)

   • Optional: Upload an Image

   • Enable Carton toggle if the item is a box

   • Assign the item to one or more Rooms, Categories, or apply Special Fees

3. Click Save.

Resource Mapping (Step 2):

Define what Packing Materials, Tools, and Equipment are needed per item. This feeds directly into operational planning and loadout accuracy.

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4. Default Settings Tab ⚖️

Configure your company's maximum mileage radius to distinguish between local and intrastate moves.

Setting the Radius:

1. Navigate to the Default Settings tab.

2. Enter the maximum number of miles (e.g., 50).

3. Click Update.

This setting tells the system when to automatically convert a move from "Local" to "Intrastate" based on distance.

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5. Move Size Tab 📈

Define default cubic feet and weight values based on move size or number of bedrooms.

Configuration Options:

• Enter volume and weight values for:

  • Studio

  • 1 Bedroom

  • 2 Bedroom

  • And so on...

• These values are used for Speed Estimating to preload jobs with standard volume/weight.

⚠️ Be as accurate as possible to ensure proper pricing, truck assignment, and labor.

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Final Thoughts 👍

Properly configuring Survey Settings will improve the accuracy of both your surveys and estimates. It reduces manual edits and ensures alignment between field teams and back-office staff. Take time to review each tab and tailor your setup to your specific service types.

If you need help setting up your survey configurations, contact [e-mail].

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