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MoveSurvey – Client Summary

MoveSurvey – Client Summary

Owned by Michelle Russell
Sept 04, 2024

The Summary screen allows you to view the surveyed inventory list with the Client and receive their signoff.  This screen displays:

  • Inventory: The inventory for the job is listed in this screen, as a summary of each destination.

  • Client Review: Any questions asked to the client in the Review window will display here along with the answers.

  • Client / RepComments: Any comments can be added here.

  • Client / Rep Signature: Signatures for the selected diary action are displayed here. Tapping the username (Under Rep Signature) will allow the user to change from the default user, to record the signature.

  • Save: Hit the Save button to save the Comments and Signatures.

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