Below is an anticipate flow of an order by key roles utilizing MoversSuite Application, MoversSuiteCrew Mobile Application, and MoversConnect.
MoversSuite
Salesperson:
•Create order
Coordinator:
•Create Local Services requests
•Set requested service time
•Set requested labor equipment, CPU, Materials
•Add/update order notes, mark as available to crew
•Add/update order documents, mark files as available to crew
•Send service requests to dispatch
Dispatcher:
•Set service time
•Assign crew and equipment
•Update CPU and materials
•Generate Work Ticket
•Update Dispatch Status
•Add/update order notes, mark as available to crew
•Add/update order documents, mark files as available to crew
MoversSuiteCrew
Crew (non-lead):
•Punch themselves in/out (optional)
•Reset password (optional)
•Add document photos
Crew Lead:
•Punch crew in/out
•Reset password (optional)
•Update Dispatch Status
•Add document photos
•Add notes/memo
•Add Change Order, Job Summary, Internal Summary
•Update actuals
MoversConnect
Crew (non-lead)
•Add comments to their own punch activity
Crew Lead:
•Review, edit, and approve crew punch activity; can also be performed by Dispatcher and/or order personnel (see the next step)
MoversSuite
Dispatcher:
•Review, edit, and approve punch times
•Review and update totals and actuals
Revenue Clerk:
•Review, edit, and approve punch times
•Generate and process revenue based on the actuals and time entered