MoversSuiteCrew Change Order

 

You can generate a Change Order request from the Info section within the MoversSuiteCrew Mobile Application. This function produces a formatted document that includes your company logo, service information, your requested changes, along with signature capture of the lead and client. The output of the Change Order is a generated PDF document that is stored within the Document Management system and optionally is attached to an email message. The document is also available through the Documents tab within the mobile application.

 

Figure 34: Info screen with MoversSuiteCrew

 

Pressing Change Order opens a prompt for you to enter the changes to be made to the service.

 

Figure 35: Change Order screen

 

Pressing Next generates a view of the document to be generated along with prompts for lead and client signatures.

 

Figure 36: Generated Change Order document

 

The MoversSuiteCrew Signature capture screen allows you to electronically record a signature that is attached to the Change Order document.

 

Figure 37: Signature capture

 

 

Figure 38: Change Order confirmation and email request

 

Pressing Confirm opens a prompt to send the document in attached email. The application stores a copy of the document as a PDF attached to the order within the Document Management system.

 

Change Order Information

 

The Change Order document contains the following information. The document is stored within the Document Management system and to the Documents screen within the mobile application under a type specified through the Change Order Document Type setting within Mobile Api Setup.

 

Change Order Information

Header Information

Company Logo (established within Mobile Company Logo Setup)

Date of the Change Order request

Change Order identifier (internally managed number)

Service Information

Shipper Name

Order Number

Work Type

Job Start

Job End

Origin Address

Destination Address

Details of the request as entered through the device

Team Lead Signature

Client Signature