MoversSuiteGetting the Most Out Of Your

Investment

Our Website

Online Help and Release Notes

• www.ewsgroup.com

• Online Help

• Current Release Information

• Past Versions Information

Training Available For New Employees

• MoversSuite videos are available for new and/or existing employees.

• Several videos include a quiz for employees to take.

Provide Feedback

• feedback.moverssuite.com

• The opportunity for all users to enter their product suggestions

• Vote and comment on existing suggestions

• Directly notifies the Product

• When we update the status, you get notified

Upgrades

• MoversSuite Upgrades are generally available every two weeks

• Our customers can upgrade themselves

• Scheduling can be done online

• This will ensure you have the latest and greatest our product has to offer

E-Mail Options

E-Mail Options

• Automated Emails can be sent to various personnel associated to the order .

• Automated emails can be sent when the actual load or actual delivery date is set or changed on an order.

• Send email available under shipper name and as a right click option in Account Profile, AR Credit & Collections and Claims.

• Ability to Email reports.

Shipment Status

Shipment Status

• Automatically downloads from the vanline.

• When set on own authority orders, users can be prompted to enter key pieces of information.

• Easily accessible in Dispatch (Local and Long Distance) with a Right Click option.

• Changing Order Status can update Shipment Status (cancelled orders)

PAYMENT MANAGEMENT – CSV

IMPORT

CSV IMPORT

• ComData imports can automatically chargeback drivers.

• Credit Card statements can be imported.

• Minimal time spent on setup to use this functionality.

BookMarking

Bookmarking Word Documents

• Bookmarks are predefined programmed fields in MoversSuite that transfer into a Word Document.

• Bookmarked letters and forms can be created by the company without MoversSuite assistance.

• Because the documents are created in Word they can be edited.

• Bookmarks only function with Word and not Excel.

Safety for Personnel and

Equipment

Safety

• Allows the user to track safety information for Equipment and Personnel.

• The information displays in both Local and Long Distance Dispatch.

• Safety Events can be added in both Dispatch modules.

• Reports are available for planning and results.

Safety Indicators

Personnel and Equipment have a Safety Indicator field. The fields are color coded:

Clear - No Safety Date exists

Green - All Safety Dates are beyond 30 days from expiring

Yellow - One or More Safety Dates is nearing expiration (within 30 Days).

Red - A safety violation is in effect. One or more Safety Date has expired.

Black – Administrative hold is effect. Users will not be able to assign these personnel or equipment to a service.

Quotes

Quotes

• The rates that have been tabled in MoversSuite can be

used to create a Quote

• Several Quotes can exist for a single order• One Quote in an Order can be copied to another Quote

• The standard Quote report can be attached to estimate package sent to a customer

• The Quotes for an order can be viewed in the Order Entry Modules and Revenue Entry

• Accepted Quotes can be imported into Revenue Entry

Tasks

Tasks

• An easy and efficient way to keep track of items that need to be completed for a successful move.

• Tasks can be edited to postpone the due date or set a manual due date.

• Notes can be added to a Task and automatically hidden or displayed.

• Tasks can be easily copied.

• When adding a Task to a definition, it can be assigned to a specific person versus a responsible role.

• Faster and more efficient.

Full Function Grids

• Result Grid displays can be exported to Excel or HTML in:

• Claims

• AR Credit and Collections

• Local Dispatch

• Long Distance Dispatch

• Dynamics GP Order Inquiry

Features of a Full Function Grid• Setting Visible Data Columns• Arranging Data Columns• Sorting Data • Grouping Data• Filtering Data• Display Settings are

Automatically Saved• Default display settings can

be restored• Custom Searches.

Document Management

Document Viewer

• All documents relating to and order are centrally located.

• Any type of document can be attached as well as saved emails.

• Documents can be grouped/organized based on how your organization wants to see them in the Document Viewer.

Administration

Administration Tool

• Not everyone should be an Administrator but the Administrator doesn’t have to do it all.

• Specific Admin profiles can be setup giving users access to very specific information within the Administration tool.

• Opened directly from the application.

Hints, Tips, & New Features

Hints, Tips & New Features• Quick Find and Previous Find

• Reports by Group

• Hot Keys

• Labels can be centrally located

• Multiple Labor Types can be assigned to a single personel record.

• Refresh Button in Revenue

Coming Soon

Coming Soon

• Quickfind being added to Claims

• Attach multiple documents in Document Management

• See more information on local services in Revenue Entry

• Cash Receipt improvements

Thank you for attending!