Conducting a Survey

Overview

This article is intended to cover the steps to access and conduct a Survey from the Supermove Office App. In this article, we will cover:

• Collecting Inventory
• Creating a Move after a Survey

Note: For a video walkthrough on how to use this Survey Tool, we highly recommend watching our Completing a Survey in the Office App video

Collecting Inventory

Please review the steps below on how you can indicate the inventory items involved in your customer's move:

1. Navigate to your Project page and click on the Survey tab on the left menu bar

2. You'll then be taken to the Survey Page. To begin processing inventory information, first select the customer Room on the right-hand side

3. You can then select and indicate the customer's inventory items on the left-hand side, and then increase or decrease the amount as seen here

4. Click on + Custom Item to add specific items to the room. Items can be customized for description, cubic feet, weight, and price

Note: If you need to add or update items in your Inventory, please reference our Updating Inventory & Survey Items article

Creating a Move after a Survey

Once the Survey is completed, Office Users will want to follow the steps below to set up a Move job

Important: This step should be completed prior to sending out any quotes or documents to your customer, to ensure billing items populate as expected

1. Start by accessing the Job Page where you first started, and select +Add New Job

2. Select the appropriate Job Type (anything aside from Survey again) and fill out all remaining details

3. Once done, select Save Changes and the new job should appear

4. To confirm all changes went through, you should now see two jobs in the top banner

Congratulations! You've successfully set up a Move job after conducting a Survey

Note: For assistance with sending a Quote or Confirmation, please reference our How to Send a Quote & Confirmation article