MoveRight Training Hub

Walk through a complete job in MoveRight from first phone call to final payment. This is the fastest way to understand how MoveRight works.

Walk through a typical day as a MoveRight owner — from morning numbers check to afternoon team coaching.

Walk through a typical day as a MoveRight sales agent — from morning callbacks to closing deals and building estimates.

Walk through a typical day as a MoveRight dispatcher — from the morning crew assignment to end-of-day wrap-up.

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.

Step-by-step guide to creating a new lead opportunity in MoveRight — capturing contact info, move details, and getting the job into your pipeline.

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.

Learn to read, sort, and work your pipeline in MoveRight — from hot leads ready to close to stale leads that need a nudge.

Your most important 30 minutes — work through warm callbacks, prioritize who to call, and fill your day with closable deals.

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.

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.

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.

From pulling into the driveway to sending the quote — how to run a professional in-home estimate that wins the job.

Run a professional estimate without leaving your desk — set up a video call, walk through the home remotely, and send an accurate quote.

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.

A cheat sheet for estimating every room in the house — common items, box counts, specialty triggers, and what customers always forget.

Know when to add surcharges and extra services — pianos, stairs, long carry, packing, appliance disconnect, and more.

When to use each pricing model, how to configure rate cards in MoveRight, and how to price long-distance moves by weight and tariff.

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.

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.

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.

The systematic follow-up sequence that turns unsigned estimates into signed jobs — timing, messaging, and when to let go.

When the job changes mid-move — extra time, added items, customer requests — document it, get approval, and update the estimate.

How to handle cancelled and rescheduled moves in MoveRight — update the job, manage deposits, and keep your calendar clean.

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.

Assign crews and trucks to jobs visually — drag, drop, done. MoveRight shows availability, prevents double-booking, and auto-texts your crew.

Start every day with a consistent routine — review today's jobs, assign crews, send notifications, and spot problems before they become emergencies.

Add new crew members from the Dispatch page, edit their profiles, set pay rates and capabilities, and manage their availability and time off.

MoveRight texts your crew their job details automatically. Learn what gets sent, when, and how to customize the message.

Let MoveRight's AI automatically assign the most cost-efficient crew to every job — then manually adjust as needed.

Add, move, and remove crew members from jobs using drag-and-drop or the edit form — for when the optimizer needs manual fine-tuning.

Watch your crews and jobs in real time — see who's en route, who's on-site, and who's falling behind.

Handle crew no-shows, reschedules, and last-minute bookings without losing your mind — reassign, notify, and keep the day on track.

Email the daily schedule directly to your crew, copy it for a group chat, or export it to a spreadsheet for payroll and analysis.

Generate and print a one-page snapshot of fleet status, crew availability, and financial performance for the day — perfect for morning huddles.

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.

Record final invoice payments in MoveRight — whether paid through the platform or collected in person — and reconcile your revenue tracking accurately.

When a customer disputes a charge or can't pay in full — document, communicate, and resolve without voiding the invoice.

How MoveRight auto-syncs with QuickBooks, what syncs and what doesn't, and how to keep your books clean.

Connect Stripe or Square to MoveRight so customers can pay by card — setup, testing, fee structures, and payout timing.

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.

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.

Understand where your money goes and what comes back — revenue by source, cost per booked job, funnel analysis, and period comparison.

See how much money each job actually made — revenue, labor cost, truck cost, and margin per job, crew, and date range.

Configure your company name, logo, branding, service area, and default terms in MoveRight — the first thing every new account needs.

Create user accounts, assign roles, and control what each team member can see and do in MoveRight.

Configure your MoveRight company profile — business info, branding, service area, default terms, and the settings that affect every job.

What each role can see and do in MoveRight — creating users, assigning roles, and understanding permission levels.

Set up your hourly rates, minimums, travel fees, specialty surcharges, and long-distance tariffs in MoveRight.

Configure Stripe or Square in MoveRight's settings — connect your account, test transactions, and manage fee pass-through.

Connect your phone system to MoveRight so every call automatically creates a lead, records the conversation, and feeds the AI follow-up.

See every customer conversation — calls, texts, and emails — inside MoveRight. Read the feed, reply, check recordings, and @mention teammates.

Connect QuickBooks Online to MoveRight — setup steps, sync behavior, what maps where, and how to troubleshoot sync issues.