Introduction to Confirmations Screen in Movegistics 5.0

Why This Matters to Your Business

Every confirmed job = one step closer to a fully booked calendar 📅. The Confirmations screen helps you track customer and crew confirmations so your team knows what’s scheduled, what’s pending, and what needs attention. Whether you're managing capacity or blocking off holidays, this view is key to keeping your operation tight, predictable, and efficient.

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📍Where to Find It

Go to Operations > Confirmations on the left-hand menu. This screen shows customer and resource status side-by-side for each work order on a given date.

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🧠 Understanding Confirmations

The screen includes two main confirmation types:

• Customer Status: Indicates whether the customer has confirmed the job.

• Resource Status: Indicates whether the crew or truck is assigned and confirmed.

🟡 Both statuses show as Pending until action is taken.

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✔️ How to Confirm Jobs

1. Navigate to the specific date using the calendar selector.

2. Locate the work orders showing a Pending customer status.

3. Click the checkbox to the left of the job to select it.

4. Click the Confirm button to update the customer status.

🎯 Important: The availability view uses the Customer Status to update the resource count—not the resource status. So if you want to reflect an accurate headcount on your calendar, confirming the customer is what counts.

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🖥️ Pro Tip: Use a Wall-Mounted Live Dispatch Screen

Boost visibility across your ops floor by:

• Setting up a TV in your office.

• Opening the dispatch view in Full Screen Mode.

• Hiding the unscheduled work orders.

• Using a Chrome extension to auto-refresh the screen.

✅ This keeps your team up to date without manual checks!

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For more help, email our team at [e-mail].