To schedule an inspection (survey) in Moveware, a sales representative should be assigned to the Job.

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How to Allocate a Sales Representative

1. Navigate to the Jobs module.
2. Select the required Job in the Search tab and navigate to the Details tab.
3. Double click the Sales Rep field and select a representative from the Lookup window. Click OK.
4. Click Save.

The next step is to open the Survey scheduler and add the survey to the Sales Rep’s calendar.  Double click on the Survey or Inspection field.  A scheduler will open up:

Along the left side of the screen is the list of “Estimators”, as set in Employee Management Details (Estimator = Y).  By default, the current week is displayed for each sales rep.   On the above screenshot, we can see the person named “Sales Rep” has 1 appointment already scheduled this week. 

To change the date range displayed, the date can be entered manually in the date field or toggled using the arrows next to it .  Alternatively, click “This Week”, “Next Week”, or “Fortnight” to shortcut to those dates.

The “Task” Toggle allows you to display only specific types of appointments (by default the screen shows all appointments).  The resizer sliders allow you to change the size of the view .  Double click on this box  to add notes for the day.

 The globe icon allows you to view the highlighted address in Google Maps.  The head icon allows you to add vacation/leave time or other time against an employee.  The + icon adds a miscellaneous task/appointment.  The arrow presents a different view of the calendar, showing one day at a time.

To add a custom list of surveyors, double click the Staff field .  Choose those that you want to view on this screen by default.  Hold Ctrl and click to add multiples.  Once your custom list has been selected, press the red checkmark to save this list .

To view appointments scheduled in a specific area, use the “Region” or “Postcode” filters.

When you are ready to assign the survey to the sales rep, double click on the date and time of the survey.  The appointment diary will close, and the survey date will display on the Jobs screen.  Click Save.

The survey will now display on the sales rep’s MoveSurvey or Mobi application for that day.  If your organization does not use one of these applications, a Survey Sheet document can be printed from Moveware. 

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