moverssuite getting the most out of your investment
TRANSCRIPT
MoversSuiteGetting the Most Out Of Your
Investment
Our Website
Online Help and Release Notes
• www.ewsgroup.com
• Online Help
• Current Release Information
• Past Versions Information
Training Available For New Employees
• MoversSuite videos are available for new and/or existing employees.
• Several videos include a quiz for employees to take.
Provide Feedback
• feedback.moverssuite.com
• The opportunity for all users to enter their product suggestions
• Vote and comment on existing suggestions
• Directly notifies the Product
• When we update the status, you get notified
Upgrades
• MoversSuite Upgrades are generally available every two weeks
• Our customers can upgrade themselves
• Scheduling can be done online
• This will ensure you have the latest and greatest our product has to offer
E-Mail Options
E-Mail Options
• Automated Emails can be sent to various personnel associated to the order .
• Automated emails can be sent when the actual load or actual delivery date is set or changed on an order.
• Send email available under shipper name and as a right click option in Account Profile, AR Credit & Collections and Claims.
• Ability to Email reports.
Shipment Status
Shipment Status
• Automatically downloads from the vanline.
• When set on own authority orders, users can be prompted to enter key pieces of information.
• Easily accessible in Dispatch (Local and Long Distance) with a Right Click option.
• Changing Order Status can update Shipment Status (cancelled orders)
PAYMENT MANAGEMENT – CSV
IMPORT
CSV IMPORT
• ComData imports can automatically chargeback drivers.
• Credit Card statements can be imported.
• Minimal time spent on setup to use this functionality.
BookMarking
Bookmarking Word Documents
• Bookmarks are predefined programmed fields in MoversSuite that transfer into a Word Document.
• Bookmarked letters and forms can be created by the company without MoversSuite assistance.
• Because the documents are created in Word they can be edited.
• Bookmarks only function with Word and not Excel.
Safety for Personnel and
Equipment
Safety
• Allows the user to track safety information for Equipment and Personnel.
• The information displays in both Local and Long Distance Dispatch.
• Safety Events can be added in both Dispatch modules.
• Reports are available for planning and results.
Safety Indicators
Personnel and Equipment have a Safety Indicator field. The fields are color coded:
Clear - No Safety Date exists
Green - All Safety Dates are beyond 30 days from expiring
Yellow - One or More Safety Dates is nearing expiration (within 30 Days).
Red - A safety violation is in effect. One or more Safety Date has expired.
Black – Administrative hold is effect. Users will not be able to assign these personnel or equipment to a service.
Quotes
Quotes
• The rates that have been tabled in MoversSuite can be
used to create a Quote
• Several Quotes can exist for a single order• One Quote in an Order can be copied to another Quote
• The standard Quote report can be attached to estimate package sent to a customer
• The Quotes for an order can be viewed in the Order Entry Modules and Revenue Entry
• Accepted Quotes can be imported into Revenue Entry
Tasks
Tasks
• An easy and efficient way to keep track of items that need to be completed for a successful move.
• Tasks can be edited to postpone the due date or set a manual due date.
• Notes can be added to a Task and automatically hidden or displayed.
• Tasks can be easily copied.
• When adding a Task to a definition, it can be assigned to a specific person versus a responsible role.
• Faster and more efficient.
Full Function Grids
• Result Grid displays can be exported to Excel or HTML in:
• Claims
• AR Credit and Collections
• Local Dispatch
• Long Distance Dispatch
• Dynamics GP Order Inquiry
Features of a Full Function Grid• Setting Visible Data Columns• Arranging Data Columns• Sorting Data • Grouping Data• Filtering Data• Display Settings are
Automatically Saved• Default display settings can
be restored• Custom Searches.
Document Management
Document Viewer
• All documents relating to and order are centrally located.
• Any type of document can be attached as well as saved emails.
• Documents can be grouped/organized based on how your organization wants to see them in the Document Viewer.
Administration
Administration Tool
• Not everyone should be an Administrator but the Administrator doesn’t have to do it all.
• Specific Admin profiles can be setup giving users access to very specific information within the Administration tool.
• Opened directly from the application.
Hints, Tips, & New Features
Hints, Tips & New Features• Quick Find and Previous Find
• Reports by Group
• Hot Keys
• Labels can be centrally located
• Multiple Labor Types can be assigned to a single personel record.
• Refresh Button in Revenue
Coming Soon
Coming Soon
• Quickfind being added to Claims
• Attach multiple documents in Document Management
• See more information on local services in Revenue Entry
• Cash Receipt improvements
Thank you for attending!