Operations Pipeline Overview in Movegistics 5.0

Why This Matters to Your Business

The Operations Pipeline in Movegistics 5.0 brings powerful stage-based tracking to your Work Orders, much like what sales teams have used with the Sales Pipeline. Until now, there was no visual pipeline to track a job's operational lifecycle—but with this upgrade, your dispatch and ops team can:

• ✅ Monitor every stage of a move—from booking to job closeout
• ⚖️ Identify delays or bottlenecks before they turn into customer issues
• 🔄 Automate status progression based on actions (like dispatch or confirmation)
• ✉️ Improve team communication and accountability

In short: it helps your team stay on the same page and makes sure every job is moving forward smoothly.

.

---

.

 

Where to Find It

Navigate to the Operations module on the left-side menu and click on Pipeline. This screen shows all your active Work Orders in a horizontal board view organized by pipeline stages.

.

---

.

Understanding the Pipeline Stages

Once a Work Order is created, it enters the Booked stage by default. From there, it progresses through the pipeline automatically or manually:

Automatic Stage Progression

Movegistics will move jobs to the next stage based on the following triggers:

• Booked — Default stage when Work Order is created
• Truck Assigned — Triggers when a truck is added in Dispatch
• Pre-Customer Confirm — Triggers when customer confirmation is entered
• Dispatched — Triggers when job is published to the Crew App
• Final Confirmed — Manual step to confirm all resources
• Execution — Automatically updates once the Crew App job is started
• Closeout — Final stage when job is completed in the Crew App

.

---

.

Pipeline Visibility on Work Orders

Each Work Order now shows its current pipeline stage directly on the job screen. This provides a quick snapshot of where that job stands and helps all departments stay aligned.

.

---

.

Custom Pipelines & Multi-Team Usage

Just like the Sales Pipeline, the Operations Pipeline supports custom workflows. You can:

• Create multiple pipelines for different teams (e.g. Dispatch, Billing, Customer Feedback, Claims)
• Customize stages per pipeline (example: "Packing Scheduled" or "Awaiting Materials")
• View or edit pipeline settings by going to Settings > Sales > Pipelines

⚠️ Note: The Sales Pipeline stages are system-protected and cannot be deleted, but custom operational pipelines are fully editable.

.

---

.

Tips for Maximum Impact 📈

• Use tags + pipelines together to improve visibility across departments
• Train your team to monitor the Execution and Closeout stages daily for better job status tracking
• Set up internal workflows (e.g., send alerts when a job is stuck in "Pre-Customer Confirm" for 2+ days)

.

---

.

If you need help setting up or troubleshooting your pipeline stages, reach out to us at [e-mail].