MoversSuite integration with IGC Software through the optional IGC QuickMove Software Integration API allows for the following:
• Send lead information to IGC for estimating and surveying
•Import updated estimates back into MoversSuite to book and process the order
• Exchange materials and other data between the MoversSuite and IGC without duplicity; update IGC automatically when an estimate is booked in MoversSuite; reissuing import or send commands will update records on either MoversSuite or IGC
• View estimates directly from MoversSuite
The following table describes the functionality related to MoversSuite integration with IGC QuickMove:
Function |
Description |
Users can search MoversSuite records based on direct association to IGC. Refer to Order Information Search Criteria for details. | |
This function will create a lead in MoversSuite, if the record does not exist, or will update the open, MoversSuite record with the changes made in IGC. | |
Upon saving a sales lead, the application will prompt the user for the appropriate IGC database from the IGC Database To Use screen; this screen sends the lead data to the appropriate database source for the IGC Survey. | |
This function sends the open MoversSuite record to IGC. IGC will create a new estimate depending on whether the MoversSuite order (booked or OA booked orders) or lead exists within the Survey database. Otherwise, the process will update IGC with the latest MoversSuite data. | |
Opens the Find IGC screen allowing the user to locate existing records associated to IGC and opens the IGC QuickMove application displaying the selected record. |