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
Your First Move — End to End
Walk through a complete job in MoveRight from first phone call to final payment. This is the fastest way to understand how MoveRight works.
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Step 2
Setting Up Your Company Profile
Configure your company name, logo, branding, service area, and default terms in MoveRight — the first thing every new account needs.
Read guide → Step 2
Day in the Life: Owner / Operator
Walk through a typical day as a MoveRight owner — from morning numbers check to afternoon team coaching.
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Step 3
Adding Your Team and Setting Roles
Create user accounts, assign roles, and control what each team member can see and do in MoveRight.
Read guide → Step 3
Day in the Life: Sales Agent
Walk through a typical day as a MoveRight sales agent — from morning callbacks to closing deals and building estimates.
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Step 4
Day in the Life: Dispatcher
Walk through a typical day as a MoveRight dispatcher — from the morning crew assignment to end-of-day wrap-up.
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How Leads Enter MoveRight
Understand every way a lead can enter MoveRight — web forms, phone calls, ads, referrals, and manual entry — and how AI handles after-hours leads automatically.
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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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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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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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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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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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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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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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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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Using the Drag-and-Drop Dispatch Board
Assign crews and trucks to jobs visually — drag, drop, done. MoveRight shows availability, prevents double-booking, and auto-texts your crew.
Read guide →Step 20
The 15-Minute Morning Dispatch Routine
Start every day with a consistent routine — review today's jobs, assign crews, send notifications, and spot problems before they become emergencies.
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How to Add and Manage Crew Members
Add new crew members from the Dispatch page, edit their profiles, set pay rates and capabilities, and manage their availability and time off.
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Auto Crew Notifications
MoveRight texts your crew their job details automatically. Learn what gets sent, when, and how to customize the message.
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How to Use the Crew Optimizer
Let MoveRight's AI automatically assign the most cost-efficient crew to every job — then manually adjust as needed.
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How to Manage Crew Assignments
Add, move, and remove crew members from jobs using drag-and-drop or the edit form — for when the optimizer needs manual fine-tuning.
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The Live Map and Job Tracking
Watch your crews and jobs in real time — see who's en route, who's on-site, and who's falling behind.
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Same-Day Dispatch Changes
Handle crew no-shows, reschedules, and last-minute bookings without losing your mind — reassign, notify, and keep the day on track.
Read guide →Step 24
How to Send and Export the Dispatch Schedule
Email the daily schedule directly to your crew, copy it for a group chat, or export it to a spreadsheet for payroll and analysis.
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How to Generate the Daily Operations Report
Generate and print a one-page snapshot of fleet status, crew availability, and financial performance for the day — perfect for morning huddles.
Read guide →Step 30
AI Lead Follow-Up — How It Works
MoveRight's AI contacts your leads automatically when you can't. Learn how to set it up, what it says, and when it hands off to you.
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Managing Your Lead Pipeline
Learn to read, sort, and work your pipeline in MoveRight — from hot leads ready to close to stale leads that need a nudge.
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The Morning Callback Queue
Your most important 30 minutes — work through warm callbacks, prioritize who to call, and fill your day with closable deals.
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Speed-to-Lead: The 5-Minute Rule
Leads called within 5 minutes are 21x more likely to close. Here's why speed matters, how MoveRight helps, and what to do when you can't call fast enough.
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On-Site Estimate Walkthrough
From pulling into the driveway to sending the quote — how to run a professional in-home estimate that wins the job.
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Virtual Estimates via Video Call
Run a professional estimate without leaving your desk — set up a video call, walk through the home remotely, and send an accurate quote.
Read guide →Step 43
AI-Powered Virtual Estimating (Yembo)
Send a Yembo link, the customer walks their home with their phone, and AI builds the inventory. You review, price, and send — no video call needed.
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Room-by-Room Inventory Guide
A cheat sheet for estimating every room in the house — common items, box counts, specialty triggers, and what customers always forget.
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Specialty Items and Add-On Triggers
Know when to add surcharges and extra services — pianos, stairs, long carry, packing, appliance disconnect, and more.
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Pricing Strategies: Hourly, Flat-Rate, and Long-Distance
When to use each pricing model, how to configure rate cards in MoveRight, and how to price long-distance moves by weight and tariff.
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Deposit Strategies: What to Charge and When
How much deposit to collect, when to collect it, and why it's the single most important step for reducing no-shows and protecting revenue.
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Follow-Up Cadence for Unsigned Estimates
The systematic follow-up sequence that turns unsigned estimates into signed jobs — timing, messaging, and when to let go.
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Handling Change Orders and Extra Charges
When the job changes mid-move — extra time, added items, customer requests — document it, get approval, and update the estimate.
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Cancellations and Rescheduling
How to handle cancelled and rescheduled moves in MoveRight — update the job, manage deposits, and keep your calendar clean.
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Handling Disputes and Partial Payments
When a customer disputes a charge or can't pay in full — document, communicate, and resolve without voiding the invoice.
Read guide →Step 63
QuickBooks Sync and Reconciliation
How MoveRight auto-syncs with QuickBooks, what syncs and what doesn't, and how to keep your books clean.
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Stripe and Square Payment Setup
Connect Stripe or Square to MoveRight so customers can pay by card — setup, testing, fee structures, and payout timing.
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Crew Collecting Payment On-Site
What the crew lead sees in the app, how to record cash and check payments, and the confirmation flow when money changes hands on the job.
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Automated Review Request Sequences
Set up timed review requests that go out after every job — 1 day, 7 days, and 30 days — to build your online reputation on autopilot.
Read guide →Step 80
Reading Your Marketing Dashboard
Understand where your money goes and what comes back — revenue by source, cost per booked job, funnel analysis, and period comparison.
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Job Profitability Reports
See how much money each job actually made — revenue, labor cost, truck cost, and margin per job, crew, and date range.
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Company Settings Walkthrough
Configure your MoveRight company profile — business info, branding, service area, default terms, and the settings that affect every job.
Read guide →Step 91
User Roles and Permissions
What each role can see and do in MoveRight — creating users, assigning roles, and understanding permission levels.
Read guide →Step 92
Pricing Rule Configuration
Set up your hourly rates, minimums, travel fees, specialty surcharges, and long-distance tariffs in MoveRight.
Read guide →Step 93
Payment Gateway Configuration
Configure Stripe or Square in MoveRight's settings — connect your account, test transactions, and manage fee pass-through.
Read guide →Step 100
Setting Up Your Phone Integration
Connect your phone system to MoveRight so every call automatically creates a lead, records the conversation, and feeds the AI follow-up.
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Unified Inbox: Calls, Texts, and Email in One Place
See every customer conversation — calls, texts, and emails — inside MoveRight. Read the feed, reply, check recordings, and @mention teammates.
Read guide →Step 102
QuickBooks Integration Guide
Connect QuickBooks Online to MoveRight — setup steps, sync behavior, what maps where, and how to troubleshoot sync issues.
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Our team is available via in-app chat, email, and video call. We're your "guy in the chair" — not a ticket queue.