Move Board Learning Map by Roman Halavach https://padlet.com/roman14/xda02b5xzrgc Owner , Proplan en-us 2018-06-29 16:05:49 UTC 2024-05-30 05:49:17 UTC hello@padlet.com https://padlet-assets.s3.amazonaws.com/icons/Dootheets.png Chapter 4 roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268984687 Training  (Account page Settings)

Menu Overview




]]> 2018-06-29 16:05:49 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268984687 Closing Jobs roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268984688 1. Manual
2. Contract]]> 2018-06-29 16:05:49 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268984688 Chapter 2 (~30min) Now that you know your way around the software, let's walk through some basic functions. roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268984689
  • How to: create Request/Draft Request for a new customer into the Pending Requests?  (~3min)
  • Request basic info. How to choose truck, change time, work time, rates, setup rates in settings(~3min)
  • Request Window: Statuses Pending, Archive. Move Size, Service Type, Payments Box, Reservation, Notes.(~3min)
  • Explain how client see the Account page and what client can do (~3min)
  • Book from Request (~3min)


    • ]]>     2018-06-29 16:05:49 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268984689     Chapter 1 The following videos will give you the basics of how your software functions and how you can make it work best for you. roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268984690 Introduction video MoveBoard

    1. Show all menu overview and navigation
     Schedule ,Search, login logout , links to moveBoard
    Forms



    [main check on this when done]
    ]]>     2018-06-29 16:05:49 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268984690     Bonus Advance (done) roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268984691 Date-Pending (~5min)
    Pending-Info (~5min)]]>     2018-06-29 16:05:49 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268984691     Storage roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268984692 2018-06-29 16:05:49 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268984692 Review Settings roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268984693 2018-06-29 16:05:49 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268984693 Chapter 3 (settings) roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268984694
  • General
  • Branches (Optional)

  • Rates Settings , Calendar Settings (~ 3 min)

  • Trucks Settings(~ 3 min)

  • Extra Services, Packing (~2 min)

  • Marketing Tool Settings (~2 min)

  • Valuation Settings (~2 min)

  • Flag Settings  (~2 min)

  • Fuel Settings   (~2 min)

  • Parsing Overview (~1min)

  • Integration Settings


    • ]]>     2018-06-29 16:05:49 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268984694     SMTP SETTINGS roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268988147 How to setup SMTP

    ]]>     2018-06-29 17:00:42 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268988147     Chapter 5 roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268990344 Training  (Email Template Builder Settings)

    ]]>     2018-06-29 17:38:47 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268990344     Contract Settings roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268990454 2018-06-29 17:40:53 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268990454 Flat Rate Service Type roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268990466 Overview

    ]]>     2018-06-29 17:41:04 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268990466     Long Distance Settings roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268990497 Menu 1
    Menu 2
    Menu 3

    ]]>     2018-06-29 17:41:38 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268990497     Advance Request Settings roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268990563 2018-06-29 17:42:54 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268990563 Advance Level roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268990641 2018-06-29 17:44:12 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268990641 Long Distance Dispatch roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268990663 2018-06-29 17:44:36 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268990663 Messages roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268990681 2018-06-29 17:44:53 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268990681 Request Menu roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268990688 Inventory Tab Overview
    Details Tab Overview
    Client Tab
    Setting Overview Basic]]>     2018-06-29 17:44:59 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268990688     Statistics Menu roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268990785 2018-06-29 17:47:10 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268990785 Invoices roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268990921 2018-06-29 17:49:47 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268990921 Athorize.net roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268991503 2018-06-29 17:59:32 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268991503 Company Policy & Cancellation Policy roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268991687 2018-06-29 18:02:30 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268991687 Start Point roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268991831 2018-06-29 18:05:03 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268991831 Reservation by Sales roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268991855 2018-06-29 18:05:48 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268991855 Discounts roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268991871 2018-06-29 18:06:08 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268991871 Profit and Loss roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/268992627 2018-06-29 18:19:26 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/268992627 In-home Estimate roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/269278622 2018-07-03 14:18:10 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/269278622 Long Distance Job Example roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/269279090 2018-07-03 14:23:03 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/269279090 ToolTips for Account Page roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/269284468 2018-07-03 15:23:00 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/269284468 Congrats Window roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/269284579 2018-07-03 15:24:30 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/269284579 Notification https://padlet.com/roman14/xda02b5xzrgc/wish/269568734 2018-07-06 14:56:24 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/269568734 Leads Scoring roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/269570454 2018-07-06 15:22:17 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/269570454 How Did you hear about us roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/269872641 2018-07-10 18:31:22 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/269872641 Sales note, Foreman Note, Client Note roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/269872656 2018-07-10 18:31:40 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/269872656 Calculator Settings roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/271009076 2018-07-24 19:09:11 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/271009076 Local Move roman14 https://padlet.com/roman14/xda02b5xzrgc/wish/271009454 2018-07-24 19:14:00 UTC https://padlet.com/roman14/xda02b5xzrgc/wish/271009454