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Set up your company

These are the steps Compass walks you through inside MovePlnr. Work down the list: each step opens the part of a guide that does it, and the video starts at the right moment.

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1. The basics

What MovePlnr needs before you can quote a move.

  1. Set up your first location Set up your company basics · video 3:43
    Guide
  2. Add your company's contact details Set up your company basics · video 3:43
    Guide
  3. Add the services you offer Set up your company basics · video 3:43
    Guide
  4. Set your move rates Set up your company basics · video 3:43
    Guide
  5. Add your trucks Set up your company basics · video 3:43
    Guide
  6. Invite your team Add and manage your team › Add a team member · video from 1:18
    Guide
  7. Set up your move stages Set up move stages and their steps › Your stages · video from 0:28
    Guide
  8. Add your sales taxes Set up your company basics · video 3:43
    Guide
  9. Choose the payment methods you accept Take payments and close a move › Set up payment methods · video from 0:25
    Guide

2. Connect your tools

Not required. These are the steps that save the most time later.

  1. Take card payments with Stripe Take payments and close a move › Take card payments with Stripe · video from 2:24
    Guide
  2. Connect your phone system Calls, texts and email in the Inbox › Connect your phone line · video from 0:52
    Guide
  3. Connect your email Calls, texts and email in the Inbox › Connect your email · video from 1:41
    Guide
  4. Connect your calendar Connect your integrations and add-ons › Connect an integration · video from 1:16
    Guide

3. Run your first move

Quote, book and invoice one real customer.

  1. Add your first customer Guide on the way: Your first move, start to finish.
    On the way
  2. Set up quote pages Send quote pages customers sign and pay › Get each branch ready · video from 1:28
    Guide
  3. Review the agreement customers sign Guide on the way: Review the agreement customers sign.
    On the way
  4. Send your first quote Build and send estimates › Price and send the estimate · video from 1:18
    Guide
  5. Book your first move Build contracts and collect signatures › Send the contract when you book · video from 1:39
    Guide
  6. Close your first move and invoice it Take payments and close a move › Close a finished move · video from 1:15
    Guide
  7. Add your other branches Guide on the way: Set up your branches.
    On the way
  8. Turn on Multi-Location to add your other branches Connect your integrations and add-ons › Turn add-ons on and off · video from 2:27
    Guide

Step 20 shows only for a company with more than one branch: first as turning on Multi-Location, then as adding the branches.