Why This Matters to Your Business
The Events module in Movegistics 5.0 isn’t just a calendar—it’s your team’s shared command center for surveys, follow-ups, walkthroughs, and internal coordination. Whether you're scheduling an onsite estimate or assigning a rep to perform a virtual survey, the Events module ensures every task is logged, assigned, and visible—preventing no-shows and missed opportunities. ✅📆
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🔍 Common Questions & Answers
1. What types of Events can I schedule in Movegistics?
You can schedule:
đź“Ť Onsite Surveys
🎥 Virtual Surveys (via LiveSwitch integration)
đź“ž Phone Surveys or DIY Follow-Ups
đź“‹ Internal Tasks or Admin Reminders
Each event can be tagged by type and linked directly to a Work Request, Estimate, or Lead Source.
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2. Do Events show up on my Job Calendar?
No. Events are shown in the Events Calendar, which is separate from the Job Schedule. This calendar is used primarily for pre-sale activities like surveys or customer walkthroughs.
Pro Tip: Use color-coded survey types (Onsite vs. Virtual) to visually track your team’s appointments.
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3. How do I schedule an Onsite or Virtual Survey?
You can:
Open the Work Request
Click “Add Event”
Select survey type: Onsite or Virtual
Assign it to a rep and set the time/date
Movegistics automatically logs the event and sends reminders to the assigned user.
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4. Can I view past Events?
Yes! Use the filter options in the Events Calendar to:
Show past events
Filter by date range, event type, or assigned team member
Check completion status (completed, missed, pending)
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5. Can I set reminders for Events?
Yes. Events send email and/or system reminders to assigned reps. You can customize:
Reminder lead time (e.g., 1 hour, 1 day)
Whether the customer is notified (for surveys)
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6. How do I track completed surveys from Events?
Once the survey is completed:
The event can be marked as Done
The survey results (phone, DIY, or in-person) are attached to the Work Request
You’ll also see it reflected in the Activity Log and Estimate view
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7. Can customers receive a calendar invite?
Currently, Movegistics sends survey confirmation emails with date/time info, but calendar (.ics) attachments are not auto-generated. You can copy the appointment into your personal calendar if needed.
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8. What happens if a rep doesn’t complete the Event?
Unfinished events stay visible as pending or overdue, helping admins follow up. Reps can also leave notes (e.g., “Customer unavailable”) to explain missed appointments.
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9. Can I assign multiple reps to an Event?
Currently, each Event supports one primary assignee. If you need multiple team members involved, you can:
Tag them in the notes
Create a duplicate event for each user
Add team visibility via shared calendar view
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10. How does the Events module integrate with Surveys?
Any time you schedule an Onsite or Virtual Survey, Movegistics:
Creates an Event
Tags the type (📍 Onsite, 🎥 Virtual)
Links it to the relevant Work Request
Logs it for internal accountability
This integration keeps your survey pipeline fully trackable from lead to estimate.
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For more help, email our team at support@netensity.com.
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