Managing Companies in Movegistics 5.0

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Why This Matters to Your Business 🏢💼

Managing companies in Movegistics 5.0 is essential when handling moves on behalf of third-party payers—such as corporate clients, government agencies, or commercial partners. Typically in these scenarios, the person being moved (the contact) isn’t footing the bill—the company is.

Whether it’s a large law firm relocating attorneys to new branch offices, or a university arranging housing moves for faculty members, creating and managing companies ensures billing, reporting, and job assignment are streamlined and accurate.

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How to Access the Companies Module 🧭

1. From the left navigation menu, click Sales > Companies.
   

2. You'll be taken to the Companies List view where you can:

   • Search existing companies

   • Apply filters

   • Edit views

   • Export company records

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Creating a New Company 🆕

1. Click the + (Add) button at the top left.
   
   

2. Fill out the form fields:

 

Company Information:

• Company Name – The name of the business (e.g., Titan Software, Civic Housing Authority).

• Company Type – Options include Corporate, Government, Commercial, Final Mile, etc.

• Company Owner – The staff member managing this account.

• About – Optional description of the company.

• Internal Note – Useful for team-only instructions or context.

• Tags – Apply identifiers like Government, Commercial, VIP Client.

• Affiliate / Source / Payment Terms – Assign values if needed.

Contact Information:

• Company phone number, email, website, and fax (optional)

Billing & Shipping Address:

• Complete billing address info

• Optionally check “Same as billing address” for shipping
  

3. Click Save or Save & Add Another to continue.

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Managing Company Records 🛠️

From the main Companies screen, you can:

• Double click on a company to open its detail view

• View and associate contacts with that company

• See all related Work Requests on the right side

• Add internal notes or review call logs, documents, and history

This layout helps you manage both the billing entity and all moves tied to it—keeping everything linked and transparent.

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Real-World Examples 🔍

• Employee Relocation for a Tech Company: Velocity Systems contracts your company to move several new hires into apartments near their main office.

• University Housing Assistance: A local university pays to relocate its new professors before the academic year starts.

• Healthcare Staffing Agency: A medical staffing firm funds the relocation of nurses and technicians across state lines to fill urgent hospital roles.

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Pro Tips 💡

• Always associate your contacts and work requests with the company to ensure proper invoicing.

• Use tags to quickly identify high-value or contracted clients.

• Keep internal notes updated for better team coordination.

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For any help setting up or managing company profiles, contact us at [e-mail].