Training
MoveRight Training Hub
Get the most out of MoveRight with step-by-step guides for every core workflow — from your first lead to your final invoice.
Step 1
How to Create a New Opportunity in MoveRight
Step-by-step guide to creating a new lead opportunity in MoveRight — capturing contact info, move details, and getting the job into your pipeline.
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Step 2
How to Book an On-Site Estimate in MoveRight
Schedule an on-site visit for a customer's home, assign the estimator, and set up the pre-visit communication sequence — all within the MoveRight opportunity.
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Step 3
How to Create an Estimate in MoveRight
Build a professional, itemized moving estimate in MoveRight — including the AI Pricing Engine for Business plan users — and send it to the customer for review.
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Step 4
How to Sign an Estimate in MoveRight
Once a customer accepts their moving quote, they can e-sign it directly in MoveRight. Here's how the signing flow works from both the customer and operator side.
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Step 5
How to Record a Deposit for an Estimate in MoveRight
Collect and record deposit payments within MoveRight to secure a job booking — including partial deposits, payment methods, and how the deposit applies to the final invoice.
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Step 6
How to Book a Move in MoveRight
Once the estimate is signed and the deposit is collected, book the move — assigning crew, truck, date, and time — and confirm everything with the customer automatically.
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Step 7
How to Send & Sign Invoices in MoveRight
After the move is complete, generate the final invoice in MoveRight, apply any deposits, and send it to the customer for digital signature and payment.
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Step 8
How to Record Payments for Invoices in MoveRight
Record final invoice payments in MoveRight — whether paid through the platform or collected in person — and reconcile your revenue tracking accurately.
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