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Knowledge Base

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16 ArticlesAccount →

  • Welcome to Moverbase: 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?

23 ArticlesClients →

  • You can select New Lead, New Job or New Client. What are the main differences and the reason why we would enter someone one way or the other?
  • 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

4 ArticlesComing Soon: SMS and Chat →

  • COMING SOON: New and Improved Leads Management Features!
  • COMING SOON: Learn how to send an SMS text and chat online with your moving customers!
  • How to connect Moverbase to Twilio to start sending SMS text messages
  • Step by Step: Enabling text on Twilio by registering your A2P 10DLC requirement

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?

19 ArticlesFILES & eSignature →

  • How to set up an automatic Deposit request when a client accepts quotes
  • Can I rename the file uploaded under the Files?
  • 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?

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?

22 ArticlesIntegrations →

  • Sync Moverbase with Outlook Calendar
  • 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?

27 ArticlesIntegrations & API →

  • Sync Moverbase with Outlook Calendar
  • Can I add custom fields to my moverbase leads widget
  • 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?

89 ArticlesJobs →

  • Can I add custom fields to my moverbase leads widget
  • You can select New Lead, New Job or New Client. What are the main differences and the reason why we would enter someone one way or the other?
  • 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

27 ArticlesLeads →

  • How to set up Followup Reminders for Leads
  • Can I add custom fields to my moverbase leads widget
  • You can select New Lead, New Job or New Client. What are the main differences and the reason why we would enter someone one way or the other?
  • 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?

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?

2 ArticlesSales →

  • How to send up to two Automatic Followups for Open Quotes
  • How to set up Followup Reminders for Leads

95 ArticlesSetup →

  • How to send up to two Automatic Followups for Open Quotes
  • How to set up an automatic Deposit request when a client accepts quotes
  • Sync Moverbase with Outlook Calendar
  • Save the Moverbase App on your mobile phone or tablet
  • Can I rename the file uploaded under the Files?

11 ArticlesSquare Payments →

  • How to set up an automatic Deposit request when a client accepts quotes
  • Can I tip on Square?
  • 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?

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: 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?

7 ArticlesZapier →

  • Sync Moverbase with Outlook Calendar
  • Can I add custom fields to my moverbase leads widget
  • 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
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