Using the Movegistics 5.0 Menus

Using the Movegistics 5.0 Menu

The Movegistics menu provides access to all features within the platform. Mastering the Main Menu allows users to navigate the system efficiently and optimize workflow management.

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Accessing the Main Menu

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1.Click the Menu icon in the upper left corner of the screen.

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2.The Main Menu will expand, displaying all available features.

Main Menu Icon      

 

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Dashboard

The Dashboard provides a centralized view of company performance, including sales metrics, key indicators, and workflow statuses. Users can access three main dashboard tabs:

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Sales

The Sales submenu allows users to manage critical sales-related components, including:

• Contacts – Manages customer and business relationships by storing essential contact details.
• Companies – Organizes company-specific data for efficient business interactions.
• Leads – Tracks potential customers and sales opportunities to streamline conversions.
• Work Requests – Handles job or service requests from customers before proceeding to estimates.
• Estimates – Creates cost estimates for work requests to provide clients with pricing details.
• Follow Ups – Schedules and tracks follow-ups with leads, customers, or ongoing jobs.
• Pipelines – Visualizes the progress of leads, estimates, and sales processes in a structured manner.

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Operations

The Operations submenu is designed for dispatching and job tracking, including:

• Active and Upcoming Jobs

• Trips Scheduled for Dispatch

This section helps streamline field operations and resource allocation.

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Invoices

This section allows users to create, view, and manage invoices, ensuring timely billing and tracking of outstanding payments.

The Invoices Dashboard displays:

• Open Invoices

• Paid Invoices

• Overdue Payments

Users can analyze financial trends to enhance cash flow management.

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Payments

The Payments submenu enables users to process incoming and outgoing payments, offering efficient financial tracking and reconciliation.

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Events

The Movegistics Events Calendar helps users schedule and manage:

• Jobs and Onsite Surveys

• Route Planning

• Tasks and Custom Events

 

Google Calendar Integration

Movegistics seamlessly syncs with Google Calendar, ensuring real-time updates and reminders for scheduled events.

Events can be organized by day or week for easy navigation.

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Conversations

The Conversations tab enhances internal and external communication by allowing users to:

• Send and Receive Emails & Text Messages

• Access Messages from the Conversations Tab

• Set Up Automated Emails for Marketing, Confirmations, and Customer Engagement

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Documents

The Documents section serves as a central repository for storing and managing essential files, including:

• Estimates

• Resource Assignments

• Work Requests

• Company and Contact Records

• Lead Documentation

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Conclusion

By mastering the Movegistics Main Menu, users can efficiently navigate the CRM, optimize workflows, and enhance overall productivity.

For additional support, contact [e-mail].