Training Center
PAGE UPDATED: 10/10/2024
APPLICATION OVERVIEW
Videos covering basic usage within MoversSuite and its web-based version MSWeb.
- Online Help
- MoversSuite Overview and Order Entry Basics
- MoversSuite Login
- MSWeb Overview and Navigating
- MSWeb Create Order
- MSWeb Local Services
- MSWeb Online Help Tips
GENERAL FUNCTIONALITY
Videos on common functions utilized in several areas within MoversSuite.
- Account Profiles
- BI Tool: Creating a Report
- Document Management
- GDPR: Personal Data Removal
- Order Management: Van Line Orders
- Productivity Pack: Letter Management
- Productivity Pack: MoversSuite Email Service
- Refresh Data Cache
- Security Profiles: Changing a User’s Profile
- Shipper Contact Entry
- Tasks
- Text Messaging
- Third Party Application Error Handling
- User Defined Fields
MOVE MANAGEMENT
Key functional areas and processes of Move Management will be covered in these videos.
- Capacity Planning
- Crew Job Notification
- Container Tracking
- International Orders
- Job Costing
- Local Services and Dispatching Basics
- Long Distance Dispatch
- MSCrew: Information for Crew
- MSCrew: Information for Leads
- Mobile Crew Time: Add Punch Activity through MoversSuite
- Operational Plans
OFFICE & INDUSTRIAL
These videos provide information and training the MoversSuite Office & Industrial module.
- Scope of Work Setup
- Rate Schedule for Labor
- Dispatch Move through Work Ticket and Ready for MSCrew
- New Move through Quote and Booking
- Work Ticket Import for Labor
ACCOUNTING & FINANCIAL
Videos covering key Accounting & Financial areas.
- Advanced Rating: Adding a Rate Matrix
- Avalara Sales Tax Solution
- AR Credit & Collections – Basic Functionality & Usage
- Comdata Advance Processing
- Recurring Billing Full Training
- Recurring Billing Overview
- Recurring Billing Administration
- Recurring Billing Setup
- Recurring Billing Generation
- Revenue Entry Overview
CLAIMS
Videos covering key Claims areas.
ELECTRIC & ONLINE PAYMENTS
Videos on setting up and making Electronic and Online Payments through MoversSuite.
- 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
PAYMENT MANAGEMENT
Videos covering key Cash Receipts and Payment Management areas. Refer to the Electronic and Online Payments section for additional, related videos.
- Entering and Processing Cash Receipts
- Entering Cash Receipts through Payment Management
- Generic File (Statement) Import
- Importing a Generic Statement
- Payment Application Functions
- Payment Application Navigation
REVENUE ENTRY
Videos covering key Revenue Entry areas.
