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How To Add and Edit Services
If you are going to add/edit services please follow these steps: Enter the Codes Management menu: Filter the type by Im Service to view all...
How To Add a New Email Template
How to Add a New Email Template Navigate to Administration > System Setup > Report Configuration. 2. Enter "email" into the Description search filter. This...
How to Add a Customer
Step 1: Select Customers Enter Customer Management Select Add in the details tab to add a new customer See below: Step 2: Fill out the...
How to Add a Costing Line to a Supplier Product
Navigate to Suppliers > Supplier Admin > Supplier Products. 2. Find a similar supplier product: 3. Copy it and change the description, GL Code and...
How to Allocate a Survey to a Sales Representative
To schedule an inspection (survey) in Moveware, a sales representative should be assigned to the Job. How to Allocate a Sales Representative Navigate to the...
How to Process an Initial Inquiry
An initial inquiry via phone, email, or online is used to gather as many preliminary details from the customer as possible and determine requirements. Online...
How to Modify a Cost Option
Once the Cost Option has been added you can manually fine-tune the costs to make sure it is complete. Information such as one off costs,...