TUTORIALS

Manual

Manual

Book online setup

 
This system will allow you customers to make estimate and book the job online fully automatic. The estimate will be based on your settings in eMover, such as hourly rates, efficiency factor, maximum load for every crew including stairs and your default charges.
Read more

Letter Designer tutorial

The main tutorial on setting up letter templates
Read more

Lead Providers and Advertising Sources

Setting up lead providers and advertising sources
Read more

Company Info

Please enter your company information. This information will be used for your letters and document templates. The system is automatically assigns My Company ID. You may need to know this number for lead submission purposes

Email Setup

Please enter SMTP settings for sending out your email templates

My Company

Please enter your company information. This information will be used for your letters and document templates. The system is automatically assigns My Company ID. You may need to know this number for lead submission purposes

Running custom reports

Once reports are created in Management-Report Wizard, you can run it in Orders-Custom Reports
Read more

Managing customers and their orders

This is the list of all customers ever entered to the system via new lead or directly. You can browse customers via pager or find them directly by using search box. Search is done by any part of customer name or company name.
Read more

Credit Card Settings

We are currently support only BluePay credit card provider.  This provider guaranteed to beat any rates that you currently have from other credit card provider. To find out how to sign up for this provider, please call
212-537-6759

Creating new lead

To create a new lead please use a form on the top of the left menu
Read more

List of all leads and orders

List of all leads and orders This list consist of all your leads, either entered by hand or automatically inserted by HTTP posts from your lead providers.
Read more

Onsite Estimates

Calendar view of scheduled onsite estimates You need to create an estimate first in order to view it on Mobile Estimator How to create onsite estimate (survey)
Read more

Default Settings

This settings are necessary for accurate automatic estimates.


Read more

Hourly Rates

In this form you should set up your hourly rates for automatic estimates
Read more

Commissions Policy

You should use this settings if you are paying commissions to your workers or sales persons
Read more

Long Distance Tariff

Setting up your long distance rates
Read more

Lead Post and Website Form Settings

Information for lead providers in order to post leads automatically to the system
Read more

Google Calendar Settings

Information and settings on how to synchronize your jobs and estimates with Google Calendar
Read more

Notifications

Setting up notifications for new lead arrivals and booking job
Read more

Job Calendar

You can view your booked jobs in many different ways. Read more

Today’s Task

Daily, weekly or monthly view of follow-up calls scheduled by sales persons

Managing and distributing booked jobs

Dispatch Screen allows you graphically distribute jobs between crews.
Read more

Schedule

Calendar view of booked jobs

Read more