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Knowledge Base

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16 ArticlesAccount →

  • Welcome to Moverbase 2023: The Best Moving Company CRM Software!
  • How Can I Update my Moverbase System Settings?
  • How Can I Adjust My System Settings?
  • How do I Remove Staff Accounts from Moverbase?
  • Why can’t my movers see their full schedule?

22 ArticlesClients →

  • How can I add saved client locations to my moverbase jobs?
  • I have a multi-day job can I link them in Moverbase?
  • Search Jobs by Order ID
  • How to respond to a lead using the Moverbase Android app
  • How to log a Cash or Check payment

5 ArticlesCompany Docs →

  • Adding Terms & Conditions to Your Quotes & Invoices
  • How to set up your Movebase Account for Success
  • Moverbase: The Fast 12-min Video Tutorial
  • What is an event?
  • How do I post a company announcement?

17 ArticlesFILES & eSignature →

  • How can I request esignatures on my custom documents by email?
  • Can I download a PDF of a Moverbase Job?
  • How do I give my Foreman access to collect esignatures on the BOL and other docs?
  • Can I attach files to my Moverbase jobs?
  • How to collect eSignatures to accept quotes

10 ArticlesHome Dashboard →

  • How to set up your Movebase Account for Success
  • The Ultimate Moverbase Checklist
  • Moverbase: The Fast 12-min Video Tutorial
  • What are Job Timelines?
  • What are Company Announcements?

21 ArticlesIntegrations →

  • Combine Square Payments with the Power of Moverbase
  • How to connect your company’s GMAIL to send emails using your Google account
  • What is an API Key and how do I create one?
  • Can I use Stripe for in person payments on iPhone or iPad?
  • Stripe International

23 ArticlesIntegrations & API →

  • Combine Square Payments with the Power of Moverbase
  • How to connect your company’s GMAIL to send emails using your Google account
  • What is an API Key and how do I create one?
  • Can I use Stripe for in person payments on iPhone or iPad?
  • How to connect your Angi Leads to Moverbase

87 ArticlesJobs →

  • How do I add subcontractors?
  • How can I add saved client locations to my moverbase jobs?
  • I accidentally created an invoice instead of sending my customer their quote to sign and accept online. How can I set the job back to a quote status
  • What are referral Ids and how can i use them to track my leads and jobs?
  • We charge by the hour but the hourly rate changes based on the size of the crew how can I set this up?

24 ArticlesLeads →

  • What are referral Ids and how can i use them to track my leads and jobs?
  • What is an API Key and how do I create one?
  • Send estimates to new leads in seconds!
  • How Can I Add the Moverbase Lead Widget to My Website?
  • How to connect your Angi Leads to Moverbase

5 ArticlesMaps →

  • How to turn Address Auto Suggest On & Off
  • Adding New Saved Locations
  • Setting your Geocode Origin
  • How can I plot a route using Moverbase?
  • Changing Between Truck & Car Routes

2 ArticlesPrivacy →

  • How does Moverbase handle Privacy Requests & GDPR?
  • What are some tips to maximize MoverBase security?

5 ArticlesReports →

  • How can I filter to see jobs with missing deposits?
  • I would like to be able to export all my moving job quotes for the year into a CSV, is this possible?
  • How to file a claim using Moverbase invoicing
  • Moverbase: The Fast 12-min Video Tutorial
  • What is the Chart in the dashboard?

86 ArticlesSetup →

  • How do I add subcontractors?
  • What are referral Ids and how can i use them to track my leads and jobs?
  • We charge by the hour but the hourly rate changes based on the size of the crew how can I set this up?
  • Can I set a tax as a default charge on all my estimates and invoices?
  • How to connect your company’s GMAIL to send emails using your Google account

9 ArticlesSquare Payments →

  • I accidentally created an invoice instead of sending my customer their quote to sign and accept online. How can I set the job back to a quote status
  • Combine Square Payments with the Power of Moverbase
  • Can I use Stripe for in person payments on iPhone or iPad?
  • Why can’t I complete my Square transaction on my tablet or mobile phone?
  • How do I refund payments from Square?

34 ArticlesStaff →

  • Create a shortcut to easily access your Moverbase account on iPhone and iPad
  • Is there a setting I can select for my movers so they don’t see my quoted prices on estimates?
  • What is the Policy & Procedure section for?
  • How do I Remove Staff Accounts from Moverbase?
  • Why can’t my movers see their full schedule?

7 ArticlesSupport →

  • Can I use Stripe for in person payments on iPhone or iPad?
  • Welcome to Moverbase 2023: The Best Moving Company CRM Software!
  • How can we send an inventory request to a client who has already accepted their moving quote?
  • Why can’t my movers see their full schedule?
  • How does Moverbase handle Privacy Requests & GDPR?

11 ArticlesTroubleshooting →

  • Can I use Stripe for in person payments on iPhone or iPad?
  • Why am I seeing an error message when trying to export my invoices to Quickbooks Online?
  • Why can’t I complete my Square transaction on my tablet or mobile phone?
  • How can we send an inventory request to a client who has already accepted their moving quote?
  • Can I sort my inventory by room?

4 ArticlesZapier →

  • What is an API Key and how do I create one?
  • I get leads in my email inbox, how can I send these to Moverbase?
  • Get Slack Notifications for Moverbase Jobs using Zapier
  • Connecting your Moverbase Account to Zapier
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