Updating a Survey to a Move

Overview

This article outlines the steps to update a Survey Appointment into a Move. This process is useful for finalizing Quotes and Confirmations or ensuring the job appears on your calendar for scheduling and tracking.

Please follow these articles in order for a step-by-step guide:

1. Create a Lead/Appointment
2. Conducting a Survey
3. Updating a Survey into a Move (Adding a Move to the Project)

Video Walkthrough