- Download the app | iOS - Android
- Tap the Refresh button on the top right corner.
- Create a new survey by tapping the "+Add survey".
- The mandatory fields when creating a new file are the phone number and the email. You can leave the rest empty if you wish. Tap the "Done" button when all the information is in place.
- You will need an address anyway, so you might as well add it now.
- Once a new file is created, you are prompted to the Overview of the file.
- Walkthrough question. At the top of the overview. These are control questions or reminders for the surveyor. Is there anything that should always be checked or discussed with the client? Let's add it here. How to add questions?
- Information. If you created this file through the app, this section will be empty. Here you can find family, payment and allowance details. This section can be prefilled through the MoveCloud; our PC companion app.
- Addresses. You can add multiple addresses for origin and destination. This section can be prefilled through the MoveCloud; our PC companion app. Tap the edit button to see all the addresses or the pen button to add an origin and destination address directly.
- Inventory. Here you can choose Quick Add or Advanced Add.
- Quick Add: To add items in bulk or room by room. Select the origin, destination, floor, mode of transport and room. For each room selected, you'll see different items and boxes on your screen. How to add rooms?
- Advanced Add: To add items one by one. Select the origin, floor, and room. Tap "Select items" to pop up the keyboard. Type the item you need and the system will offer you a suggested item.
- Planning. Select a date or range of dates for the packing, loading, pre-shipment, and unloading.
- Services. In this section, we added some extra services by default. Think of this page as additional services like "Storage service", "Shuttle service", etc. We can add new services on this page. In order to do this, you can contact firstname.lastname@example.org or try to do it yourself by following this guide on How to add services.
- Email Summary. On this page, you can add an email address. The system will send a summary to the email address after you have tapped the "Finalize survey" button. More about this section, here.
- Here you can choose the language of the file.
- Decide if the summary will show or hide the inventory volume.
- To add more summary recipients, tap the button "Add recipient".
- Once you are done adding recipients, tap "Done".
- Signature. Get your client's signature if that is required from you. Then tap "Done".
- Finalize survey. Once you finalize the survey and go back online, the information below will be generated. More information about this section, here.
- The Cloud will create the documentation automatically.
- The recipients added in the Email Summary section will receive a copy of the summary.
- On the device, the Survey will disappear from the Dashboard.
- To see previous surveys, tap "Previous surveys" on the Dashboard.
Done - This button will save your progress and prompt you to the Overview page.
Next item - Save your progress and add a new item or room. You will remain on the page.
Back - Prompts you to the previous page without saving any of your progress.
App dashboard - This is the page where you see all your move files.
Overview - This is the page where you see the move information (client details, inventory, planning, etc.)