Project, Job & Sales Status Overview

Overview

Statuses in Supermove can help you track the progress of your sales pipeline and your move projects. These statuses are available by default on your account. Go to the sections below for a list of statuses and what they refer to. 

Sales Status

Status Name	Description
New	New jobs manually created through Supermove will have this status. NOTE: When a customer fills out a request form linked on the website, the request will first go to the "request tab" on the Projects section of Supermove. From there, you're able to view the request and then create the request into a job for the sales status to display "new"
Quote Pending	The quote has been emailed to the customer for approval
Quote Accepted	The customer has accepted the quote via email by clicking on "view the quote" and then "request availability"
Confirmation Pending	The customer has accepted the quote and the confirmation has been sent to the customer for approval

Note: Once the confirmation has been accepted by the customer, there will be no sales status associated with the job. It will be a booked move on the calendar.

Project Status 

Status Name	Description
Lead	A quote has been created in Supermove. The status will remain the same until the customer clicks on "Request Availability" on the quote form emailed to them.
Hold	The confirmation has been sent to the customer and we are waiting for approval
Booked	The customer has signed the confirmation letter and is ready to proceed forward with the scheduled move
Completed	The movers have finished their job AND a full payment has been collected. Keep in mind: If the movers finish the job but no payment has been collected, the status will not change to completed If there is only a partial payment on the job and the movers are done, the status will not change to completed The Office Staff is able to manually mark the job as "complete" even if a full payment has not been collected
Canceled	The job has been manually put into a "canceled status" due to any circumstance from the customer or the mover side

Note: For more information about Quotes and Confirmation letters, refer to the Quotes vs Confirmation article.

Job Status 

Status Name	Description
Dispatch not done	Crew members and trucks have not been assigned to the job
Dispatch Done	Crew members and Trucks have been successfully assigned
In Progress	The crew members have arrived at the origin location and have initiated the job
Report not final	The job has been marked complete but payment has not been collected
Report Final	The Office team has clicked "Finalize" on the Edit Report section
Cancelled	The customer has decided to not continue with the move

Note: If you have any additional questions, be sure to contact Supermove Support at [e-mail]