This page describes the standard Moveware reports available in the Sales tab of the Reports module, in the Documents and Letters section. These reports can also be run from the quick-print dropdown menu in the Jobs module.

Booking Confirmation

A letter to the client confirming booking and details of move.

1. The logo for the branch of the Job. This comes from Administration > Branches > Setup tab > Report Header Logo
2. The address for the branch of the Job. This comes Administration > Branches > Details tab > Postal Address
3. Today’s Date
4. Client name and address from the Job Details (top left section)

5. Reference No: Job number
6. Client name from Jobs Details (top left)

7. Collection Address: Origin address lines, Phone, Mobile and Email from Jobs Details

8. Delivery Address: Destination address lines, Phone, Mobile, and Email from Jobs Details

9. Schedule and Date: All Operational diary actions on the Job and their dates.

10. Details of the user printing the report. Name, Role, Emai (W) and Branch from Employee Management > Details.

1. Client name and destination address from Jobs > Details.

2. Reference, Branch, Printed: Job number, Job branch, and today’s date.

3. Questions and answer options from Jobs > Review. “Office” displays as a heading because it is set in Codes Management with a Type = Rating and Control Type = Y. The answer options (Yes, No) are set in the Answers field in Codes Management for each question.

4. The name of the Move Manager of the Job.

1. The logo for the branch of the Job. This comes from Administration > Branches > Setup tab > Report Header Logo

2. The address for the branch of the Job. This comes Administration > Branches > Details tab > Postal Address
   3-4. Fields from Jobs > Details:
   Client Name: Client full name
   Email: Client email
   Consultant: Sales Rep full name
   Inspection: Survey date and time
   Company: Corporate
   Competition: Competitors
   Referral: Referral/Source
   Fields from Jobs > Details:
   R/Plan: Job number
   Type: Cost Centre
   Status: Job Status
   Volume: Volume
   Insurance:
   Insured by: Insured By
   Service: Service
   Est Move Date: Est Move Date
   Storage: Storage Required
   Est Storage Period: Est Storage Period

3. From: Origin client name, address, etc (top left of Jobs > Details)

4. To: Destination client name, addres etc (top right of Jobs > Details)

5. Internal Notes, Special Notes: Internal Notes and Crew Notes from Jobs > Details

6. Date and Time of Carton Delivery, Pack, Uplift and Delivery from Jobs > Details/Diary. The Req/Firm, Veh, Lab and Details are left blank for the Sales person to write the requirements for each operational date

7. Billing information from Jobs > Details > Bill To section. “Account” is the “Pay” field in the Bill To section. File and Order number pull from the Jobs > Details. The rest of the section is for hand-writing the customer’s payment information.