Using the Shortcuts Menu

Using the Shortcuts Menu in Movegistics

The Shortcuts Menu provides quick, one-click access to frequently used screens in Movegistics. It is accessible at all times, from any screen in the system, ensuring seamless navigation

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Accessing the Movegistics Shortcuts Menu

The Shortcuts Menu is positioned at the top of the screen and includes several key features:

• Quick Add
• Notifications
• Conversations (Text & Email)
• User Profile & Settings
• Help & Support

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Quick Add

📌 The ‘Quick Add’ shortcut allows users to instantly create the following records:

• Leads
• Contacts
• Companies
• Invoices
• Work Orders
• Work Requests
• Events

How to Use Quick Add:

1. Click on the "+" (Quick Add) icon in the Shortcuts Menu.
2. Select the desired record type to add a new entry.

    

    

    

     

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Understanding Each Quick Add Option:

🔹 Add Lead: A potential customer who has shown interest in moving services but has not yet made a purchase. Leads are unqualified prospects that sales representatives must vet before converting them into a Work Request.

🔹 Add Contact: A qualified individual whose information is stored in Movegistics. Contacts are linked to companies and can include customers, referral partners, or key business associates.

🔹 Add Company: Businesses that are considered commercial customers. A company can have multiple contacts and multiple work requests associated with it.

🔹 Add Work Request: A qualified lead may request for moving services such as packing, loading, transportation, and unloading. It includes details like customer information, pickup and delivery locations, move date, inventory, and any additional services needed.

🔹 Add Estimate: A cost projection provided to a customer based on move distance, volume/weight of items, labor required, and additional services (e.g., packing, storage). Estimates can be binding, non-binding, and not-to-exceed.

🔹 Add Invoice: A document detailing the final charges for moving services, including a breakdown of services, payment terms, and due dates.

🔹 Add Work Order: A document outlining specific tasks required for a move, including assigned crew members, pickup and delivery locations, and customer instructions. It serves as an execution guide for the moving team.

🔹 Add Event: A scheduled survey, customer appointment, office event, work request-related activity (such as survey box deliveries), or reminder to call customers.

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Notifications

📌 Stay updated on key business activities in real time.

Users receive alerts whenever a Work Request, Lead, Contact, Estimate, Invoice, or Work Order is:
✔ Created
✔ Edited
✔ Viewed
✔ Signed
✔ Deleted

🔹 Notifications also include payment setup and receipt updates for estimates.

🔹 Notifications also inform users on Text Messages incoming and outgoing.

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How to Access Notifications:

1. Click on the bell icon in the Shortcuts Menu.
2. View all recent notifications.

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Conversations

The Conversations shortcut allows users to send and receive both text messages and emails directly within Movegistics.

How to Access Conversations:

• Click on the Text Conversations icon in the Shortcuts Menu to view/send text messages.
• Click on the Email Conversations icon to access email communications.

📌 Users can also manage pre-configured email and text templates for faster communication.

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User Shortcut

The User Shortcut allows users to manage their profile settings and account details.

User Shortcut Features:

✔ Edit profile settings
✔ Request verification emails
✔ View notifications
✔ Receive CRM updates
✔ Change password
✔ Logout

How to Access the User Shortcut:

1. Click on the User Icon (or profile picture) in the Shortcuts Menu.

   

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Help & Support

The Help Shortcut provides direct access to support resources and troubleshooting assistance.

Help Shortcut Features:

✔ Create a new help ticket
✔ View previous help tickets
✔ Watch training videos
✔ Access the Training Academy

How to Access Help & Support:

1. Click on the Help Icon in the Shortcuts Menu.

   

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Conclusion

With the Movegistics Shortcuts Menu, users can easily navigate and manage key business functions in just one click. Whether adding new records, checking notifications, or accessing customer conversations, the Shortcuts Menu enhances efficiency and workflow management across the platform. 🚀 Contact [e-mail] for any questions.