Work Order Settings

Work Order Settings in Movegistics 5.0 📅

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Why This Matters to Your Business 🤝

Keeping your work order settings organized ensures accurate field execution, cost tracking, and documentation for every move. With Movegistics 5.0, you can customize expense inputs, manage default Bill of Lading (BOL) templates, and streamline reporting for job-related costs. A well-configured work order system reduces billing errors, provides clarity for crews, and keeps your business audit-ready.

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🔍 Accessing Work Order Settings

1. Click the gear icon at the top right of your Movegistics screen.

2. On the left menu, navigate to Work Order.

3. Select either Expenses or BOL to access their respective settings panels.

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💼 Work Order > Expenses

The Expenses section allows you to track operational costs at the job level or as fixed overhead.

To Add a New Expense:

1. Click the blue plus (+) icon.

2. Fill in the fields:

   • Expense Name (e.g., Fuel Cost)

   • Expenses Type: Fixed or Job-based

   • Service Type: Choose the applicable service (Local, Interstate, etc.)

   • Unit: Per Mile, Per Hour, Flat Fee, etc.

   • Quantity and Cost

   • Description: Optional, for internal notes or special details

3. Click Save.

These expenses can later be pulled into reports for profitability analysis.

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📝 Work Order > BOL (Bill of Lading) Templates

Create and manage digital BOL templates that crews use for documentation and customer signatures.

To Create a New BOL Template:

1. Click the blue plus (+) icon.

2. Fill in:

   • Title: Name of the BOL (e.g., Local Move BOL)

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

   • Body: Customize the BOL document with formatted text, tables, and placeholders.

   • Make this template default: Optional checkbox to set it as the default.

3. Click Save.

Editing or Deactivating a Template:

• You can toggle the Active switch on/off from the BOL list.

• To change content, click on the template name and make edits in the editor window.

BOL templates ensure all legal and operational terms are consistent across your moves.

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✨ Final Tips

• Use clear naming conventions for templates (e.g., BOL - Local vs BOL - Interstate).

• Review your expense items quarterly to reflect changing costs.

• Keep one default BOL template active per service type to avoid confusion.

For help setting up BOL formats or importing expense templates, reach out to [e-mail].