Jobs – Details Fields

Field	Description

Field	Description
Client	Name Of Client. The checkbox to the right of the Client Name, when checked, reveals fields for Title, Firstname, and Lastname. Uncheck the box for situations where one line will suffice, for instance, if the client is a business, not a person. The checkbox is controlled by a System Parameter called “Use First Name / Last Name in Removals Management”. If it is enabled (= set to Y) the toggle will be checked by default.
Origin Code	Origin Address Code. Used for analytical reporting purposes.
Address	Uplift Address Line 1.
Address Line 2	Uplift Address Line 2. This field has no label, but is below Address.
Suburb/State	Uplift Suburb and State. This field has no label but is below the Uplift Address Line 2. If you enter a suburb which is in the Postcodes list in Moveware and press Tab, the postcode will automatically be entered.
Post	Uplift Postcode.
Access	Uplift Access. Notes regarding access to the Uplift address. Double click to choose from a list to save some typing.
Map Ref	Map Reference of Uplift Address. Because Map Coordinates are not widely used anymore, Moveware has some options for re-purposing this field. The System Parameters "Change the Map Ref field to Floor" and "Show Contact in Removals Instead of Map Ref" allow you to use it to record the floor number of the building, or the contact person at the address.
Distance	Distance to Uplift Address.
Port	Port at Origin.
Phone	Uplift Phone and Client Contact Numbers. This is a text field, the entry does not need to be only numeric. It could say "111-222-3333, call only after 5pm".
Mobile	Uplift Mobile/Cell Number. Double click to send an SMS to this number, if SMS functionality is used by your company.
Comments	Comments About Uplift Address. Double-click for expanded entry.
Bill To	Name of the entity who Is Paying for this Job. Double-click to choose from your list of Customers/Debtors. If you know the Customer Code, enter it and hit Enter to quickly add the Customer.
Address	Billing Address. Automatically completed from Billing Customer record.
Attention	Biller Contact Name.
Pay	Biller Payment Code. How the Account is to be settled. (ACC for On Account, or COD for Cash on Delivery, etc.)
Email	Email address of the Bill To entity.
Internal Notes	Your own notes that are internal only.
Delivery	Name of the client, if different than at Uplift. Leave blank if same as Uplift.
Destination Code	Destination Address Code. Used for analytical reporting purposes.
Address	Delivery Address line 1, 2, Suburb, and Post Code.
Access	Delivery Access Notes.
Map Ref	Map Reference of Delivery Address.
Distance	Distance to Delivery Address.
Port	Port at Destination.
Phone	Delivery Phone and Contact Numbers. This is a text field, the entry does not need to be only numeric. It could say "111-222-3333, call only after 5pm".
Mobile	Mobile phone number at destination.
Agent Inst	Comments regarding the destination address.
Corporate	The Corporate Account involved in the move.
Corporate Contact	The Contact person of the Corporate Account involved in the move.
Corporate Email	The email address of the Corporate Account involved in the move.
Booker	Booking Agent.
Booker Contact	Contact of the Booking Agent.
Booker Email	Email of the Booking Agent. There is no label for this field. It is to the right of the Contact field for Booker.
Origin Agent	Origin Agent.
Origin Agent Contact	Contact of the Origin Agent.
Origin Agent Email	Email of the Origin Agent.
Dest Agent	Destination Agent.
Dest Agent Contact	Contact of the Destination Agent.
Dest Agent Email	Email of the Destination Agent.
Crew Notes	Special Instructions to Crew. Double Click for Expanded Entry.
Number	Job Number.
Branch	Branch who booked the Job.
Brand	The brand/display branch, if multiple brands exist.
Type	Type Of Job (e.g. EXM, IMM, STG, etc.)
Status	Job Status. E = Entry I = Inspection/Survey is scheduled P = Pending (Quoting) W = Won/Booked C = Cancelled L = Lost
Revenue	Sales Revenue For Analysis Purposes.
File	File Number / Consignment Note.
Order	Purchase Order Number.
Rate Request ID	ID of the Rate Request that this Job was created from.
Priority	Priority of Client.
Provisional	Set to Yes if the Job is not set in stone. A popup will occur every time the Job is accessed.
Web Access	Set to Yes if this Job should appear on MoveClient/MovePartner.
Overall Distance	Overall Distance of the Job.
Net Feet	The Net Feet being moved.
Net Meters	The Net Meters being moved.
Volume Change	Variation between estimated and actual volume.
Net Lbs	The Net Lbs of the move.
Net Kgs	The Net Kgs of the move.
No. Items	Number of Items/Packages.
Gross Feet	The Gross Feet of the move.
Gross Kgs	The Gross Kgs of the move.
Gross Lbs	The Gross Lbs of the move.
Gross Meters	The Gross Meters of the move.
Size	1 Bedroom, 2 Bedroom, Apartment, etc.
Date Entered	Date the Job was entered.
Analysis (Date)	Date the Move Analysis (DSP).
Survey	Date Salesperson is to do the Survey/Inspection.
Survey Time	Time Salesperson is to do the Survey/Inspection.
Survey Hours	The number of hours scheduled to complete the survey.
Follow Up	The date the Salesperson should follow up with the client after quoting them.
Packing Date	Packing Date.
Uplift From	Uplift/Load Spread Start date.
Uplift To	Uplift/Load Spread Finish date.
Uplift Date	Uplift Date.
Delivery Date	Delivery Date.
Delivery From	Delivery Spread Start date.
Delivery To	Delivery Spread Finish date.
Load Preferred	The client's preferred load date.
Date Won	The date the Job was won/booked.
Date Arrival	The arrival date for international shipments.
Date Departure	The departure date for international shipments.
Date Carton Delivery	The carton delivery date.
Entered By	The user who initially entered the Job.
Sales Rep	The salesperson who is credited with the Job or is performing the Inspection/Survey.
Move Manager	The Move Manager/Coordinator who is managing the Job.
Account Manager	The Account Manager of the Customer.
Corp Acct Manager	The Account Manager of the Corporate Account.
Referral/Source	How did the client hear about you?
Referral/Source Details	Extra detail regarding the Referral/Source.
Customer Type	Company, Private, Agent, etc.
(Customer) Group	The Customer Group (set in Customer Management)
Confidential To	To be used if the Job is confidential to a particular party.
Quote To	Who are you quoting for this file - Agent, Client, Bill To, Spouse, etc.
Partner	Client’s Spouse/Partner's Name.
Language	The primary language of the Client.
Inquiry Type	Was the Job received by email, phone, online, etc.
Competitors	Known Competitors quoting on Job.
Marketing	Set to Yes if this Job should appear in future Marketing material.
Nationality	The Nationality of the client.
Allowance	The allowance the client has for this Job.
Registered As
Service	Service Description (FCL, LCL, 2 Men and a Truck, etc.)
Method	Method of Transportation (Road, Sea, Air, etc.)
Transportation Type	Door to door, Door to port, port to door, etc.
Shipment Status	Shipped, not shipped, loaded, etc.
Shipment Details	Comments about the shipment (useful for the Destination Summary screen)
Load Type	Loose or Cased.
Insured By	Who Insured the Contents of the Job.
Policy	Insurance Policy.
Insured Value	Declared Insurance Value.
Insurance Cover	Type of Insurance Coverage .
Storage	Storage Required. IN – into store; OUT – out of store; NO – none.
Storage ID	Existing Storage Account.
Storage Volume	Volume going into Storage.
Est Storage Period	Estimated length of time in storage.

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Jobs – Details Fields

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