Find the latest training videos here: Training Center

MoversSuite Topic

Video/Webcast Information

Account Profile

VIDEO: Account Profiles

Covers the basic setup and usage of Account Profile along with the benefits of using profiles to manage national accounts.

NOTE: This video is listed within our Training Center.

AR Credit & Collections

VIDEO: AR Credit & Collections – Basic Functionality & Usage

Covers the basic functionality and usage of the AR Credit & Collections module along with some great tips to help you manage your account receivables.

NOTE: This video is also listed within our Training Center.

VIDEO: AR Collections Inquiry

Covers the basic functionality and usage of the AR Collections Inquiry screen.

Bookmarks

WEBCAST: Bookmarking

Detailed information on setting up and creating Microsoft Word bookmark documents that pull in MoversSuite data.

Capacity Planning

VIDEO: Capacity Planning

CATEGORY: Dispatching & Local Services

Overview of the setup and features of Capacity Planning.

Claims

This series illustrates the recommended procedures and setup for processing claim related items through the module. Topics covered in this video include finding claims, working with settlements, liabilities/chargebacks, receivables, handling revenue/expenses, and generating transactions.

NOTE: These videos are also listed within our Training Center.

WEBCAST: CL 200 Claims Administration (part 1)

Detailed information on setting up the Claims module.

WEBCAST: CL 220 Claims Administration (part 2)

Discussion on setting up a claim record, data entry, claim alerts & notifications, and more.

WEBCAST: CL 240 Claims Administration (part 3)

Discussion on setting up a claim record, data entry, claim alerts & notifications, reporting, and more.

Container Tracking

VIDEO: Container Tracking

CATEGORY: Dispatching & Local Services

Covered in this video is the usage and benefits of Container Tracking, including usage of the Container Management screen.

Data Grids

MoversSuite Data Grids allow users to manage a significant amount of data in a little space. Find out more about this great feature of MoversSuite. The first video covers basic usage and the second video highlights the use of the Filter Builder and other tools used to group, sort, and more.

VIDEO: Data Grids Part 1: Using MoversSuite Data Grids

This video helps you understand what a data grid, its layout, and how the data can be filtered, grouped, sorted, and how the grid can be customized to suit your needs.

VIDEO: Data Grids Part 2: Advanced Grid Functions

This feature highlights the advanced grid functions of Custom Filter and Filter Builder.

VIDEO: Copy Data Grid Data

This video illustrates how you can copy data from a MoversSuite Data Grid data to Microsoft Excel or other application.

Document Management

VIDEO: Document Management

Document Management provides a paperless work environment. Find out more about this great product, including how to setup and add documents to MoversSuite orders, by watching this video.

Electronic Payments

Go to our Training Center for the following videos, which are the most current Electronic Payments (Videos):

•      Electronic Payments

•      Electronic Payments: Cash Receipts  

•      Electronic Payments: Pre-Auths and Capture

•      Electronic Payments: Process a Payment  

•      Electronic Payments: Recurring Billing

•      Electronic Payments (Admin): Setup Overview  

•      Electronic Payments (Admin): Customize Electronic Payment Page  

•      Online Payments (Admin): Customize Online Payments Page 

VIDEO: Recurring Billing Payments

This video covers the topic of automatic emails sent through Recurring Billing and Storage when a billing run generates, which includes sending out cash receipts related to Electronic Payments.

Find

Quick Find

VIDEO: Find & Quick Find

Learn how to use MoversSuite Find and Quick Find functions to locate orders.

International Orders

VIDEO: International Orders Processing

This video goes through settings needed to document an international move along with the features and functions of the International Orders module.

Job Costing

VIDEO: Job Costing

CATEGORY: Dispatching & Local Services

Covered in this video is the usage of the Job Costing screen. This video also covers setup instructions useful for administrators for setting up and managing Job Costing.

Forms Designer

VIDEO: Forms Designer

This video features a complete understanding and usage of the Forms Designer system within the MoversSuite application. This video is great for all users and administrators.

Local Dispatch

Go to our Training Center for the following video:

Local Services & Dispatching Basic

This three-part series takes a user through the layout and design, basic to advanced functionality, and reports available to the Local Dispatch module.

WEBCAST: OP 100 Local Dispatch I

CATEGORY: Dispatching & Local Services

This webcast covers the basic functionality of the Local Dispatch module. Included in this video are topics on adding Local Services, working within the Dispatch Center, Day Notes, Requested Services, and more.

WEBCAST: OP 105 Local Dispatch II

CATEGORY: Dispatching & Local Services

This webcast covers advanced function of the Local Dispatch module. Included in this video are topics on scheduling and assigning resources, setting service times, assigning crew and crew hours, etc.

WEBCAST: OP 110 Local Dispatch III

CATEGORY: Dispatching & Local Services

This webcast covers ancillary functions of the Local Dispatch module including reporting, advances, bookmarks, Safety Systems, and more.

Long Distance Dispatch

WEBCAST: OP 200 Long Distance Dispatch

CATEGORY: Dispatching & Local Services

Basic functionality and features of the Long Distance Dispatch module.

WEBCAST: OP 210 Long Distance Dispatch II

CATEGORY: Dispatching & Local Services

Second in the series on Long Distance Dispatch. The focus of this webcast is administrative tasks and setup along with advances to drivers and reports.

MoversSuite Administration

VIDEO: MoversSuite Administration

This video covers the basic functionality and usage of the MoversSuite Admin Tool, which is used to setup and maintain branches, users, system options, etc.

VIDEO: Order Archiving

This video was developed for administrators on using the Order Archive tool in MoversSuite Administration, however, it provides a great overview of what all is impacted when an order is archived and un-archived.

WEBCAST: Commissions: Defining Commission Plans

This course is primarily for administrators wishing to setup or understand Commission Plans. It covers the administrative functions of defining Commission Plans and related detail items, using reports to verify setup, and evoking auto-commission functional. Addition topics include understanding Commission Types, Effective Date Basis, Preferred Revenue Agent setup.

VIDEO: Merging Personnel Records

Using the Merge Items Shown option within MoversSuite Administration is covered in this video.

WEBCAST: Administrating Tasks

This webcast covers setting up and administrating Tasks. This is the first in a two-part training session on tasks.

MoversSuite Application

This is a four-part video covering all major aspects of MoversSuite from order entry and dispatching to transaction generation, invoicing, collections, and more.

VIDEO: Online Help

This video covers the basic layout and usage of the MoversSuite Online Help tool.

WEBCAST: Using MoversSuite Help Features

This webcast discusses the various support tools available. It is ideal for anyone new to MoversSuite or wants the latest information on available support.

VIDEO: MM 100 – Order Entry Basics

This video covers basic entry of a MoversSuite order while showing the type of data stored in the application, the application layout, and many of the functions available to most users.

VIDEO: MM 105 Local Services and Dispatching Basics

This video details entering local service requests and sending them to and through Local Dispatch. We also discuss usage of the Long Distance Dispatch video as well.

VIDEO: RE 100 - MoversSuite Overview Part 3: Revenue Entry Basics

A great run through of entering revenue into MoversSuite and other features of the Revenue Entry module including importing, invoicing, and transaction generation.

VIDEO: MoversSuite Overview Part 4: Basic Modules

Overview of the functionality available through Tasks, Claims, Document Management, and AR Credit & Collections modules.

WEBCAST: VL 100 – The Moving Industry

This webcast covers the basic history of the moving industry complete with the definitions for key industry terms and what is included in today’s move process. This webcast includes a quiz and is followed by a Q&A session with one of our industry experts.

WEBCAST: VL 110 – Order Documentation

This webcast discusses the types of documentation that is common among the moving industry and how it is managed within MoversSuite.

MoversSuite Email Service

VIDEO: MoversSuite Email Service

Watch this video to see an overview and usage of the MoversSuite Email Service.

VIDEO: Recurring Billing Email

Details on setting up and using MoversSuite Email Service for recurring payments.

MSCrew

VIDEO: MoversSuiteCrew Mobile Application (for Crew)

Features, functions, and usage of the mobile application (specific to crew).

VIDEO: MoversSuiteCrew Mobile Application (for Crew Lead)

Features available to crew leads (in addition to the features available to crew).

Online Help

See our Training Center > Application Overview for this video.

Online Payments

See Online Payments (Videos) or go to our Training Center for a complete listing of current Online Payments videos.

Order History

VIDEO: Order History & Auditing

Overview of the Order History function in MoversSuite.

Order Information

VIDEO: MM 115 – Shipper Contact Information

This video highlights using the Shipper Contact information to manage shipper name, email, and phone numbers.

Payment Management

We offer a webcast that covers Payment Management in its entirety, from importing statements to processing and reconciling. Additional videos cover the functionality available through the Payment Application screen.

WEBCAST: PM 200 – Entering Cash Receipts

Entering and processing cash receipts.

WEBCAST: PM 205 - Payment Application Functions

Entering and processing cash receipts through the Payment Management module.

WEBCAST: PM 520 - Generic Statement Import

Importing a statement batch file into Payment Management using the Generic Import File Process.

WEBCAST: Payment Management

Complete overview of the Payment Management module.

VIDEO: Payment Application Functions

Brief overview of the functions available to you through the Payment Application screen.

VIDEO: Payment Application Navigation

Short video on how to navigate Payment Application without using the mouse. Highlights all the great keyboard shortcuts available to users.

WEBCAST: Voiding a Cash Receipt Batch

This webcast covers the various ways of voiding a cash receipt depending on which state the batch is in. This webcast is ideal for those new to Cash Receipts and Payment Management or those just needing a refresher course.

WEBCAST: “In Process” Cash Receipt Batch

Learn to handle a cash receipt batch that is “In Process.”

Recurring Billing

The most current videos on the following topics are available within the Training Center > Accounting & Financial:

•      Recurring Billing Full Training*

•      Recurring Billing Overview

•      Recurring Billing Administration

•      Recurring Billing Setup

•      Recurring Billing Generation

* This includes the four other videos in one video.

WEBCAST: AF 3150 Recurring Storage Billing

Detailed information on setup and usage of the Recurring Billing module and related statement and invoice generation processes.

VIDEO: Recurring Billing Payments

This video covers the topic of automatic emails sent through Recurring Billing and Storage when a billing run generates, which includes sending out cash receipts related to Electronic Payments.

Revenue Entry

Offered here is an excellent two-part webcast covering all functionality and usage of the Revenue Entry module. This webcast highlights include adding and importing revenue, create and posting transactions, and invoicing. There’s also a video covers entering and managing reductions.

VIDEO: Invoicing

Overview of features and functions available to users creating and managing invoices is covered in this video.

VIDEO: Invoicing with Avalara

Promotional video for invoicing with sales tax through an integration with Avalara.

VIDEO: Invoicing with Military EDI Integration

Promotional video for invoicing through the Military EDI Invoice Integration.

WEBCAST: Revenue Entry Basics Part 1

Order entry, Revenue Entry overview, importing a local work ticket, and basics on administrative setup and the basics of MoversSuite transactions.

WEBCAST: Revenue Entry Basics Part 2

Transaction generation, importing transactions into Microsoft Dynamics GP, posting batches, and more is covered in this second training webcast.

WEBCAST: Reductions

Overview with examples of using reductions to reduce recognized revenue. This webcast provides a user with a complete understanding of what a reduction is and how they are used in the moving industry.

VIDEO: QuickBooks Integration

Overview of the integration between MoversSuite and QuickBooks for financial and accounting services.

Tasks

Listed here are the webcasts and videos to get you on your workflow targets.

VIDEO: Tasks

This video provides an overview of the functionality and usage of the Tasks tab and module.

WEBCAST: Administrating Tasks

Learn the basics of setting up and maintaing tasks.

WEBCAST: Using Tasks

Second in the two-part training on tasks is this webcast on using tasks.

Third Party Applications

VIDEO: Third Party Application Errors

Learn to use the Third Party Application Error Management screen to identify and correct issues that arise from various third party applications that interface with MoversSuite.

UniGroup Quotes to Go

VIDEO: UVL 100 - Quotes to Go Upload

This video provides an overview of the Quotes to Go upload along with all key data needed to upload to the Quotes to Go system.

UniGroup International IBIL Upload

VIDEO: UniGroup International IBIL Upload

NOT IN USE: Reference only

This video provides an overview of the UniGroup International IBIL Interface along with all key data needed to upload to UniGroup International.