Start:
This is the opening screen, also known as the "Dashboard".
Jobs:
Here you'll find all your jobs (moves, etc.) with the associated information. The survey as created by the surveyor. Extra notes concerning the job.
Description
Quote
Financial
People
Equipment
Storage
Hours
Documents
Communication
Activity
Customers:
This contains all your customers. There is no direct information about the move/job here.
Customer details
Communication
Documents
Quotes
Invoices
Storage
Planning:
Overview
Here you'll find an overview of the jobs still to be scheduled. Alerts for the coming 7 days are also shown here. Think of people and equipment still to be scheduled. Or that someone has been scheduled for too many hours.
You have to manually "Tick off" these alerts or "Snooze" them until the end of the day or the next day.
Planning
The planning. On the left-hand side, the planning is shown in calendar format. On the right-hand side, at day level.
On the left-hand side you can also switch filters on or off to view the planning at various levels.
On the right-hand side you see the day planning. Here you can click on the "job" to then open the "case file/job". From there, you can also add people or equipment to the job. You can also click/drag on a time to add an appointment to the planning. Please note, this is a "dumb appointment". This appointment will NOT prepare an invoice after the job.
Employee
The planning at employee level. Monthly planning and daily planning. Here you can schedule employees as off or report them sick if needed
Equipment
The planning at equipment level. Monthly planning and daily planning.
Finances:
With this module, you can create extra quotes and invoices for your customers. For example, to send an invoice for extra work during a move that wasn't included in the job.
Quotes
New quote (not a move): Create a quote manually
Invoices
New invoice: Create an invoice manually
WMS:
With this module, you arrange everything for the transport and storage of your customers' items.
Storage
Boxes
Vehicles
Materials
Warehouses
Storage bays
HRM
Employees
Here you'll find an overview of all employees. You can add and remove employees. You can keep track of all relevant employee data: name and address, contract, driving licence and skills.
Hours overview
Here you'll find the overview of contract hours, hours worked and leave hours. You get direct insight into whether employees are reaching their contract hours.
Hours to approve
Recorded hours that have not yet been approved are shown here per employee. You can check hours, adjust them if necessary and finally approve them.
Expense claims
All employee expense claims: here they can be viewed, checked and approved for processing, or rejected.
Leave cards
Overview of leave per employee per year
Leave requests
The leave requests per employee are listed here. Leave requests can be viewed, approved or rejected. The employee's leave balance and overlapping leave requests help you make your choice.
Teams
Put together teams with employees.
Communication
Messages: Chat function
News messages:
Here you can post news messages that staff can see in the employee app. You can also "schedule" the messages to be shown on a particular day. For each message, it's also possible to see who has read it.
Settings
Company details
Company information
Contact information
Address information
Working hours
Signature
Financial details
Packages
Invoice / quote templates: Guide to creating templates
Integrations
Messaging: Guide to setting up messages
Quote tool settings
Profile (at the very bottom)
Profile
Security
Here you can change your password
Switch two-step verification on or off
Log out