Sales guides
Every guide for the Sales part of MovePlnr.
▶ Video · 3:27 Build and send estimates
Plan the stops, price the move as an hourly range or a fixed rate range, email the estimate, follow it in your pipeline and book on-site estimates. For sales reps and the office.
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▶ Video · 3:28 Build contracts and collect signatures
Set up contract templates with placeholders, initials, attachments and reminders, send them at booking or later, add waivers, and handle paper-signed contracts. For office admins, sales reps and owners.
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▶ Video · 3:33 Work your sales pipeline
Claim new leads, schedule follow-ups, see what is urgent, send pricing and close out lost or invalid leads from New Business. For sales reps and owners, with a video.
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▶ Video · 3:01 Send a self-serve estimate
Send a customer a private link by email or text so they list their rooms, photos, access and move date themselves, then review what comes back. For sales reps and estimators.
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▶ Video · 3:35 Set up pipeline follow-ups
Build the follow-up sequence every lead runs through, set timers and cooldowns, send leads back to the pool when they go quiet, close them as lost when the sequence ends, and reply to new leads automatically. For owners and office admins, with a video.
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▶ Video · 5:57 Quote and run a long-distance move
Set up a branch for long-distance pricing, start or convert a long-distance job, apply a quote to its services, set the final pallet count, collect documents, plan the legs and share tracking. For sales reps, dispatchers and office admins.
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▶ Video · 3:56 Work with partners and referrals
Add referral partners, find the ones you own with My Partners, credit moves to a partner, pay out commission, and see what partners send you through their own portal. For sales reps and office admins, with a video.
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▶ Video · 4:26 Build, send and track waivers
Set up waiver templates with options, crew notes, customer fields and photos, copy them to other locations, then send them from the job or the move chat and see who has signed. For office admins, dispatchers, sales reps and crews.
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▶ Video · 3:33 Find and merge duplicate customers
Scan for customers that share a phone, email or name, merge two records into one, undo a merge, split a web request off the wrong customer, and tag customer files. For office admins, dispatchers and sales reps, with a video.
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▶ Video · 2:57 Coach your sales team with Sales Coaching
Use Sales Coaching to see how each rep sells, open the calls behind a score, run a weekly review with goals, manage coaching credits, and set up mentorship sales targets. For owners and the sales managers who coach, with a video.
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▶ Video · 2:26 Book packing and moving days as one bundle
Sell a packing day, the move and an unpacking day as one booking with one estimate, one agreement and one statement. Add a packing or unpacking day to a move, read the Days section, and see what dispatch and the crew get. For sales, office admins, dispatchers and crews.
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▶ Video · 3:55 Send quote pages customers sign and pay
Turn on quote pages, set up booking journeys, test with your own team, then send customers one page where they review the price, sign and pay a deposit. For owners, office admins and sales reps.
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▶ Video · 2:23 Sell supply packages on estimates
Build priced packages of boxes and packing supplies in Admin, add one to an estimate in a single pick, and close the move with it. For owners, office admins, sales reps and dispatchers, with a video.
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