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Movegistics 5.0 Training Videos

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Getting Started with Movegistics 5.0 4 Topics

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0% Complete 0/4 Steps

Welcome to Movegistics

Getting Help and Contacting Support

The Movegistics Dashboard

How to Use the Global Search and View Recent History

Basic Setup 5 Topics

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0% Complete 0/5 Steps

Company, Location and User Settings

Lead Sources and Affiliates

Estimate Settings

Estimate Templates

Advanced Setup 7 Topics

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0% Complete 0/7 Steps

Long Distance Tariffs

Essential Integrations

Email and Text Automation

Additional Settings

Email Conversations and the Google Email Add-On

Import Your Existing Contacts

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Lesson Content

0% Complete 0/7 Steps

Basic Sales Workflow Part 1 – Leads

Basic Sales Workflow Part 2 – Work Requests

Basic Sales Workflow Part 3 – Estimates

Virtual Follow Up Assistant

Contacts and Companies

The Movegistics Survey App

How To Take Payments

Operations (5.0 Standalone) 3 Topics

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0% Complete 0/3 Steps

Resource Management

Basic Dispatching Workflow

How to Use the Documents Repository

Invoicing & Payments (5.0 Standalone) 2 Topics

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How To Take Payments

Basic Invoicing Workflow

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