Creating Documents and Making them Available in the Crew App

Overview

The Supermove platform gives you the ability to create and build your own customer documents that can be made accessible for your customers to view and sign on Move Day. These signed documents can then be emailed, saved, and preserved in your Supermove account. 

Navigating to the Document Creation Feature

To begin the process of building a brand new document in Supermove, please visit your Office App account and navigate to Settings >> View/Edit Document Library. You'll then land on a screen that looks like this:

Proceed with clicking the + Create Template button to begin building your document.

Creating a Document

The document creation page looks like this:

You'll be required to select and modify the needed inputs -- or Document Items -- from the lefthand toolbar to create and customize your document. For example, selecting the Document Header input will generate a header that displays your logo and business information, such as:

As you proceed with different Document Items, you'll notice that some of them will allow you to type in text and give you access to dynamic variables. By copying and pasting the needed dynamic variable into your text, your document will automatically display that correct personalized language in the final document. For example, this is how a dynamic variable for the Customer's Name could be applied:

Continue to format and add-in different fields and items to generate a document that best reflects your desired file. Once you have a completed document, click the Publish button in the top right corner:

Understanding the Different Document Items Available

The document builder feature has a number of different inputs at your disposal to use. While you may have a clear understanding of many of them, here is a deeper explanation of some unique ones:

• Business Signature: This item will automatically display a personalized company signature. You may find this helpful to include at the very end of the documents
  
• Billing Information: This will display the total bills and line-item fees generated from the move
  
• Valuation Options Table: This will display the valuation options available to your customer
  
• Job Timesheet: This displays the hours worked and events that took place over the course of the move
  
• Field Inputs/Multi-Line Field Inputs: This is applicable for situations where the customer needs to manually input information
  
• Radio Buttons: This is applicable for situations where the customer needs to indicate Yes/No choices, such as the following:

Note: The Add Input toggle would prompt the customer to manually enter a comment if he or she makes that selection.

• Grid Input: For situations where you need to display a table of information. In addition, you can use the Grid Input feature to format information for a customer to easily view and interact with. The following example displays a grid where the customer can enter free-from responses to different services:
  
• Signature Input: This item will prompt the customer to sign the form. You may find this helpful to include at the very end of documents
  

Revising or Copying Documents

Once you have Published a document, you can either edit it or make copies anytime by clicking the three vertical dots in the Document Library:

Understanding the Different Variable Items Available

You'll find there are many dynamic variables available for you to use throughout the document, such as these:

Most of these variables pull information directly from the customer's Job Page in Supermove. Here are a few explanations for some of the more common ones you may want to use:

• {BILL_TOTAL}
  This dynamic variable will automatically display the grand total of the move. This is helpful if you want to create a custom receipt document  that displays the total charges of the move. 
  
  
• {JOB_IDENTIFIER}
  This represents the Job ID that is generated upon creation of a job in Supermove. 
  
  
• {JOB_MILEAGE}
  Total distance of the move as calculated from the Supermove job page
  
  
• {CUSTOMER_NAME}
  Customer's first and last name
  
  
• {CUSTOMER_EMAIL}
  Customer's email address
  
  
• {CUSTOMER_PHONE_NUMBER}
  Customer's phone number
  
  
• {MOVE_DATE}
  The date of the customer's move
  
  
• {MOVE_ORIGIN_ADDRESS}
  The customer's original/starting address
• {MOVE_DESTINATION_ADDRESS}
  The customer's destination/final address
  
  
• {SALESPERSON_FULL_NAME} 
  The name of the salesperson who booked the job in Supermove

Any document section type that shows the list of variables are able to be used in any part of the document!

Making Documents Available on the Crew App

Now that you have a document created, you can then configure your crew tablet experience so that the form is triggered and displayed at the correct time. To do this, navigate to the following steps:

1. On your Office app, click Settings
2. Click View/Edit Project Types
3. Click the specific Project Type you want to configure
4. Then click the Job Type you want to configure
5. Then click Crew Steps

You'll land on a page that looks like this:

You'll see three sections where you can interact and configure documents: Pre-Move Documents, Post Move Documents, and Optional Documents. Simply click into the appropriate section, and you can then select a document that you want to appear:

All of your created documents will appear in that drop-down menu for you to select and apply. You can do this for all of your job and project-types, so that the document experience is correctly tailored to your customers. 

Note: A document can be viewed before it's signed if it's added an an optional document in the crew steps. The crew can then click "new" on the tablet to view the document before the customer signs it