MoveIT – The Complete Moving Service

MoveIT Removals

Overview

MoveIT now supports Removals as a referral product. Estate agencies can refer customers to removals companies directly from MoveIT, and removals suppliers can receive and manage those referrals through the same pipeline they use for other products.

For Agencies

Making a Removals Referral

Open the customer record and go to their move.
Click the Removals button to start a new referral.
Work through the four-step form:
- Customer Details — confirm the customer’s contact information.
- From Property — the address the customer is moving from.
- To Property — the address the customer is moving to.
- Removals Details — move date, number of bedrooms, and the move distance. MoveIT will automatically calculate the driving distance between the two postcodes using Google Maps. You can override this manually if needed.
Submit the form. MoveIT creates the referral and takes you to the quotes view.

Sending the Referral

Once the referral is created, click Proceed and confirm to send it to your chosen removals suppliers. You can send to multiple suppliers at once — each supplier will contact the customer directly to discuss their requirements and provide a quote. The referral moves to Sent status for each supplier it is sent to.

Tracking Progress

Removals referrals follow the same pipeline structure as other products, with one extra stage:

Status	What it means
Sent	The referral has been passed to the supplier(s).
Acknowledged	The supplier has accepted the lead and will contact the customer to discuss their requirements and provide a quote.
Live	The customer has booked the supplier and the referral has been instructed.
Declined	The supplier could not proceed with this lead.

You will receive the usual MoveIT email notifications as the referral moves through these stages.

Commission

Commission is earned once the referral completes. Removals referrals earn a single commission (not split by sale/purchase), reflecting the nature of the product.

For Removals Suppliers

Getting Set Up

To receive Removals referrals through MoveIT, complete the supplier onboarding wizard:

Create your account — register as a supplier and accept the terms.
Confirm your email — verify your address via the link sent to you.
Account details — enter your name.
Supplier information — select Removals Supplier as your supplier type, add your contacts (account, billing, and primary referral contacts), and upload your logo.
Pricing — optionally set up your pricing (see below).
Case handlers — add at least one case handler who will manage incoming referrals.
Billing — enter your billing address, VAT status, and agree on a commission rate.
Referral agreement — sign the agreement electronically via the embedded signing flow.

Once your account is active (enabled by a MoveIT administrator), agencies can add you to their panel and start sending you referrals.

Setting Up Pricing

Pricing is optional. If you do provide pricing, MoveIT will display “from” prices to agencies based on the customer’s move distance and number of bedrooms. These are shown as indicative starting prices only — agents and customers are always informed that you will contact the customer directly to discuss their requirements and provide a full quote.

The current pricing form uses a distance × bedrooms matrix:

Define distance brackets (e.g. 0–50 miles, 50–100 miles, etc.).
Within each distance bracket, set a price per number of bedrooms, plus a catch-all “price over X bedrooms” figure.

If the distance × bedrooms structure does not suit your pricing model, please contact us to discuss your requirements.

If you choose not to provide pricing, referrals will still be sent to you and customers will still be told to expect to hear from you — agencies just won’t see indicative prices alongside your listing.

Receiving and Managing Referrals

When an agency proceeds with a referral for you, it appears in your Pending pipeline tab. You will also receive a notification email.

To accept a lead:
Click Accept on the referral. This moves it to Acknowledged status, signalling to the agency that you are in contact with the customer.

To instruct (confirm the booking):
Once the customer has booked with you, click Instruct. This moves the referral to Live status and notifies the agency that the job is confirmed.

If you cannot take the job:
Click Decline and provide a reason. The agency will be notified.

Completion and Aged Referrals

Where a Removals instruction is linked to a property sale or purchase on MoveIT, the referral will auto-complete when that transaction completes.

Where there is no linked transaction — for example a standalone move — the referral will be picked up by the aged process. If it has been in Live status for more than two weeks without completing, it will be flagged as aged, a reminder will be sent, and it will auto-complete through the aged process shortly after.

FAQs

Can multiple suppliers receive the same referral?
Yes. Unlike some other products, Removals allows more than one supplier to move forward from the same referral at the same time.

Does a Removals referral complete automatically when a property sale completes?
Yes, if the instruction is linked to a sale or purchase on MoveIT. If there is no linked transaction, the referral is completed through the aged process instead.

What if the distance shown is wrong?
The distance is calculated automatically from the postcodes, but you or the agent can override it manually in the form before submitting.

MoveIT Billing

This article applies to the following roles:

Administrator
Agency Administrator
Supplier

Summary

This article describes the billing processes and timelines in MoveIT so that you and your organisation can effectively understand when you will be billed for referral fees or when referral fees will be paid out to your organisation.

There are two key billing processes:

Supplier Billing: when suppliers are issued with notices and invoices for referral fees for instructions that have been completed.
Agency Payout: when agencies a paid their share of referral fees that have been received from suppliers for completed instructions.

Supplier Billing

The following table lists the key dates in the billing process and what happens at each stage:

Date	Stage	Description
20th of Each Month	Billing Notifications	At midnight at the start of the 20th of each month is the cut-off for instructions to be completed for the coming billing cycle. During the day of the 20th, MoveIT will automatically identify all instructions that have been completed and create a draft invoice for each supplier with instructions ready to be billed. Each supplier will be issued with a Billing Notification, which will be sent to any billing contacts listed on the supplier’s account. At this stage, Billing Notifications will also include any relevant credits that have been created for the supplier. Important: the Billing Notification is not intended to be an invoice, it is simply an advance notice to suppliers listing the instructions that they can expect to be billed for.
20th – 27th of Each Month	Billing Notification Review	During this period, suppliers can review their billing notification to ensure that they agree that all the instructions listed are in fact ready to be billed. In the rare occasions where an instruction has been incorrectly added to the Billing Notification, suppliers can use the relevant actions to raise a query with the referring agency or request a cancellation of the instruction. For details on the actions possible, please see the “Invoiced” section of this article.
27th of Each Month	Invoices & Direct Debit Requests	On the 27th of each month, suppliers will be issued with an invoice for all instructions that are ready to be billed. NB. any instructions that have been queried with the raising agency that have not yet be responded to will be automatically removed from the invoice and may be billed the following month depending on the specific case. Suppliers registered to pay via Direct Debit will have payments requested automatically at this time.

Agency Payout

The following table lists the key dates in the payout process and what happens at each stage:

Date	Stage	Description
1st of Each Month	Self-Bill Invoice Generation	On the first day of every month, MoveIT will automatically identify all the instructions that are ready to be paid out. This will include all instructions whose referral fees have been paid to MoveIT by the relevant suppliers no later than midnight on the 1st of the month. MoveIT will then generate a Self-Bill Invoice, that is, an invoice to MoveIT on behalf of the relevant agency. i.e. to represent the agency billing MoveIT for referral fees that are due. Self-Bill Invoices may also include reversals that are deducted from the total in rare cases where an instruction was billed to a supplier incorrectly and the referral fees have already been paid out to the agency.
1st – 7th of Each Month	Self-Bill Invoice Payment	MoveIT will make BACS payments to each agency who is due a pay out of referral fees, which will also be recorded in the invoices section of MoveIT.

Tasks and Follow-Ups

This article applies to users with one of the following roles:

Administrator
Agency Administrator
Branch Manager
Agent
Supplier

What are tasks?

Tasks can be created in MoveIT in order to help users and their teams manage activities related to their referrals and instructions in the system.

How can I create a task?

At present, the only type of task that can be created is a “follow up”. Follow-ups can be created by clicking on the Actions dropdown on any applicable item in the Referral Pipeline, Task Manager or another view where this menu is available.

When you create a follow-up task, you are able to give a description to help remind you and others the purpose of the follow-up. You can also set a due date which will be used to determine if a task is overdue.

Users with the role of Agency Administrator or Branch Manager can also create follow-ups on behalf of other users in their agency or branch respectively. In this case, the user who the task is assigned to will be notified that a new task has been created for them.

Where can I view my tasks?

You can view tasks in the Referral Pipeline, Task Manager or anywhere else where the tasks icon is visible. The Icon will appear green if there are any tasks associated with the item being viewed.

The Task Manager page also has a specific Tasks tab where all tasks can be viewed and filtered. When opening in this view, it’s also useful to be able to use the View Related Item button to view the relevant referral or instruction.

You can also filter other lists of referrals or instructions by whether they currently have tasks or not, and whether they have overdue tasks attached to them.

How can I complete or clear tasks?

You can complete a task simply by viewing it and clicking the Complete Task button. Additionally, when taking an action on a referral or instruction, if you currently have an open task on that item, MoveIT will ask if you would like to complete your outstanding tasks automatically.

Task Manager & Exceptions

Applies to: Administrator · Agency Administrator · Branch Manager · Agent · Supplier

What Are Exceptions?

Most of your transactions will move through the pipeline smoothly — but not all of them. MoveIT proactively identifies instructions that may need your attention and surfaces them in the Task Manager, so your team can act quickly and maximise successful referrals.

This article explains every exception scenario and how to manage them.

The Task Manager

The Task Manager gives both agency and supplier users a clear view of instructions that need attention. It mirrors the layout of the Referral Pipeline and contains four tabs:

Aged
Cancel Requested
Queried
Tasks (contains manually created tasks only)

Exceptions Summary

At the top of the Task Manager you’ll see a summary table showing how many items your organisation has in each tab, how many have tasks assigned, and how many of those tasks are overdue.

You can click any number in the table to automatically filter the tabs below — for example, clicking the count of queried instructions with no tasks assigned gives you an instant view of what’s new and needs attention.

Exception Categories

Pending Quote Follow-Ups

When a referral is sent to a customer, and they haven’t proceeded after 3 days, MoveIT automatically sends them a follow-up reminder. This applies to all product types (Conveyancing, Financial Services, Property Services, and Surveys).

MoveIT will continue to send reminders periodically until the customer proceeds or the referral is otherwise resolved.

Purchase Fall Through

When an agent’s CRM is connected to MoveIT, purchases can be linked to quotes and referrals. This autopopulates the referral form and lets MoveIT track the transaction automatically.

If MoveIT detects that the linked purchase has fallen through, it will automatically unlink the CRM record and mark the instruction as Queried, moving it into the Queried tab.

Agents can then check whether the customer is still looking to purchase — either the same or another property. If they are, the instruction can be updated and left in progress, or re-linked to a new CRM record. If not, the instruction can be cancelled.

Sale Withdrawal

When an agent’s CRM is connected to MoveIT, sales can be linked to referrals and instructions. If MoveIT detects that the linked sale or property has been withdrawn, it will automatically unlink the CRM record and mark the instruction as Queried.

Agents can then confirm whether the customer is still intending to sell — perhaps through another agent — and update the instruction accordingly, or cancel it if the sale is no longer proceeding.

Purchase / Sale Auto-Linking

MoveIT monitors live instructions that aren’t yet linked to a sale or purchase in the CRM — this can happen if the records weren’t available when the referral was created, or following a fall through or withdrawal.

When a new matching sale or purchase appears in the CRM, MoveIT will automatically link it to the relevant in-progress instructions, allowing the transaction to be tracked going forward.

Additionally, if an instruction is linked to an offer, and that offer is superceded by a sale, or a purchase falls through and a customer makes an offer on a new property, MoveIT will automatically unlink the offer and link it to the most recent record, updating the purchase property address if this has changed.

Supplier Change

If MoveIT detects that the conveyancer assigned to a transaction in the CRM has changed, it will mark the instruction as Queried.

The agent can then confirm whether the instruction is still valid — i.e. whether the customer is still using the assigned supplier. If so, they can provide an update and leave it in progress. If not, the instruction can be cancelled and a new referral created if required.

Aged Instructions

Aged instructions are live instructions that MoveIT cannot confirm are still in progress, and that haven’t been updated recently. The definition of “aged” varies by product:

Product	Aged when…	And not updated in…
Conveyancing	Instruction is older than 16 weeks	4 weeks
Property Services	Instruction is older than 2 weeks	2 weeks
Surveys	Instruction is older than 2 weeks	2 weeks
Financial Services (CRM-linked)	More than 16 weeks since the linked sale or purchase completed	4 weeks
Financial Services (unlinked)	Instruction is older than 16 weeks	4 weeks

MoveIT checks instructions against these thresholds daily. For conveyancing, property services, and surveys, an instruction can only be determined to be in progress if it is linked to an active record in the CRM — without that link, MoveIT cannot confirm it’s still live. For Financial Services, both linked and unlinked instructions are assessed, with linked instructions using the property completion date as the starting point.

What happens when an instruction becomes aged:

It appears in the Aged tab in the Task Manager for both the agency and the relevant supplier.
Weekly: Suppliers receive an email report listing their currently aged instructions, asking them to either complete the instruction, provide an update, or request cancellation. Agents also receive a weekly report listing aged instructions associated with their referrals.
Monthly (1st of each month): Any aged instructions that still have not been updated are automatically completed and added to the supplier’s next invoice. These will be clearly highlighted on the invoice and can still be queried or cancelled afterwards.

Instruction Completed Early

If a supplier believes an instruction has been completed too early and is still in progress, they can use the Query Instruction action to raise this with the agency.

The agency is notified and can view the query in the Task Manager. They can then confirm the instruction is complete or return it to the live pipeline. If the instruction has already been remunerated, a credit is generated automatically.

NB: If no action is taken by the agency within 7 days, the instruction is automatically returned to the Live Pipeline and a credit is created if applicable.

Supplier No Longer Acting

If a supplier is no longer acting for a customer, they can request a cancellation.

The agency is notified and can view the request in the Task Manager. They can confirm the instruction as complete, cancel it, or — if it has already been remunerated — create a credit instead.

NB: If no action is taken by the agency within 7 days, the instruction is automatically cancelled or a credit is created if applicable.

Auto-Completions

In addition to the aged instruction process above, MoveIT can automatically complete certain instructions based on events detected in a connected CRM.

Specifically: when a property sale is marked as completed in the CRM, MoveIT will automatically complete any linked conveyancing and survey instructions. This includes:

A sale instruction linked to that property
A purchase instruction linked to a sale of the same property

Financial Services and Property Services instructions are not automatically completed based on CRM completion events.

Referral Pipeline

This article applies to users with one of the following roles:

Administrator
Agency Administrator
Branch Manager
Agent
Supplier

What is the Referral Pipeline?

The Referral Pipeline is the central point of MoveIT where all users are able to view any quotes, referrals and instructions that have been created. Items are organised into separate tabs depending on their status.

Items that are not on the “happy path”, e.g. have been declined or cancelled cannot be viewed in the Referral Pipeline. These items are only viewable by searching for and viewing a single customer.

Suppliers cannot currently view single customer records.

Navigating the Referral Pipeline

Here is a snapshot of the Referral Pipeline.

Some pipeline elements may appear slightly differently depending on the current tab and the level of the user viewing them.

The following is a description of each of the tabs:

Quoted

When creating new quotes or preparing new referrals, items will appear in this tab. For example, if you have created Conveyancing or Survey quotes for a customer but have not yet proceeded to create a referral, their quotes will be listed here and you can search by customer.

NB. Even though some products, such as FS, do not generate “quotes”, if you do not proceed to send a referral for a customer, these records will still appear here.

Since these items have not been sent to a supplier yet, this tab is not visible to suppliers.

Available Actions

Action	Description
Reject	This action will simply updated the status of the Quote Set to “Rejected” and remove it from the pipeline. Once a Quote Set is rejected, none of the attached quotes can be sent as referrals by agents or customers.

Pending

Referrals that have been sent to a supplier but have not yet been accepted or declined by that supplier will appear in this tab. Referrals in this tab may represent multiple instructions, e.g. a sale and purchase for Conveancing or any number of Financial Services.

Available Actions

Action	Description
Resend	Allows an agency user to resend a referral to the relevant supplier.
Reject	Allows an agency user to reject a referral if it is no longer required. A supplier will no longer be able to accept or decline the referral.
Review Quote	Allows a supplier to view the details of a referral before accepting or declining it.

Acknowledged

NB. This tab is only applicable to Financel Services referrals, and is therefore only visible to agencies and FS suppliers.

When a Financial Services referral is initially accepted, it moves to the Acknowledged tab. This is to indicate that the supplier has received the record but has potentially not yet made contact with the customer or the customer has not agreed to go ahead with the purchase of any financial services. Once the supplier has agreed with the customer which services they will go ahead with, this information can be captured on the referral and then instructed by the supplier.

Available Actions

Action	Description
Provide Update	Allows an agent or a supplier to provide an update on a referral.
Request Update	Allows an agency user to request an update on a referral from the supplier or the agent who created it.
Instruct	Allows FS Suppliers to instruct referrals and create instructions in the Live Pipeline.
Decline	Allows FS Suppliers to decline previously acknowledged referrals.
Reject	Allows agency users to reject / cancel a referral.
Follow Up	Allows any user to create a follow up task attached to the referral.

Live

This tab holds all of the instructions that are currently in progress, that is to say, the relevant supplier has accepted the referral and will provide the relevant service to the customer, but the process has not yet been completed.

Available Actions

Action	Description
Complete	Allows a user to move an instruction to the Completed pipeline when it is ready for billing.
Request Update	Allows an agency user to request an update on a referral from the supplier or the agent who created it.
Provide Update	Allows an agent or a supplier to provide an update on an instruction.
Request Cancel	Allows a supplier user to request the cancellation of an instruction.
Cancel	Allows an agency user to cancel an instruction. NB. Supplier users must use Request Cancel.
Confirm Live	Allows an agency user to confirm that an instruction a supplier has requested a cancellation for is actually still in progress.
Follow Up	Allows any user to create a follow up task attached to the instruction.

Completed

The referred service has been provided to the customer and the referral fee for the instruction is now ready to be billed. Note that this may be at a different point depending on the product. For example, Conveyancing referral fees are due once a sale or purchase has been completed, Surveys and Property Service instructions are due once the customer has paid for those services and Financial Services referral fees are due once the FS supplier has received their commission from the sale.

Available Actions

Action	Description
Request Cancel	Allows a supplier user to request the cancellation of an instruction.
Cancel	Allows an agency user to cancel an instruction. NB. Supplier users must use Request Cancel.
Confirm Complete	Allows an agency user to confirm that an instruction a supplier has queried or requested a cancellation for is actually correctly completed.
Query Instruction	Allows a supplier user to query why an instruction has been completed if they believe it is still in progress.
Reset to Live	Allows an agency user to reset a completed instruction to the Live pipeline. NB. Supplier users must use Query Instruction.
Request Update	Allows an agency user to request an update on an instrction from a supplier or the agent assigned to the instruction if it has been queried or cancel requested by the supplier.
Follow Up	Allows any user to create a follow up task attached to the instruction.

Invoiced

This tab contains all the instructions that have been added to an invoice for a supplier to pay for the relevant referral fees, but the fee has not yet been paid to MoveIT.

Available Actions

Action	Description
Request Cancel	Allows a supplier user to request the cancellation of an instruction.
Cancel	Allows an agency user to cancel an instruction. NB. Supplier users must use Request Cancel. NB. this action can only be taken before an invoice is paid or a direct debit payment has been requested, after this point, the Credit action will be available.
Credit	Creates a credit for the instruction in the Complete pipeline which will be applied to a future invoice.
Query Instruction	Allows a supplier user to query why an instruction has been completed if they believe it is still in progress.
Reset to Live	Allows an agency user to reset a completed instruction to the Live pipeline. NB. Supplier users must use Query Instruction. NB. If the invoice has been paid or direct debit payment has been requested, this action will create a credit in the Complete pipeline tab as well as a duplicate instruction in Live so that it can be completed and billed again in future.
Confirm Complete	Allows an agency user to confirm that an instruction a supplier has queried or requested a cancellation for is actually correctly completed.
Request Update	Allows an agency user to request an update on an instrction from a supplier or the agent assigned to the instruction if it has been queried or cancel requested by the supplier.
Follow Up	Allows any user to create a follow up task attached to the instruction.

Unbillable

Any instructions that cannot be billed for one reason or another will appear here.

Available Actions

None.

Remunerated

Once the referral fees for an instruction have been paid to MoveIT the instruction will appear in this tab.

Available Actions

Action	Description
Request Cancel	Allows a supplier user to request the cancellation of an instruction.
Credit	Creates a credit for the instruction in the Complete pipeline which will be applied to a future invoice.
Confirm Complete	Allows an agency user to confirm that an instruction a supplier has queried or requested a cancellation for is actually correctly completed.
Query Instruction	Allows a supplier user to query why an instruction has been completed if they believe it is still in progress.
Reset to Live	Allows an agency user to reset a completed instruction to the Live pipeline. NB. Supplier users must use Query Instruction. NB. this action will create a credit in the Complete pipeline tab as well as a duplicate instruction in Live so that it can be completed and billed again in future.
Follow Up	Allows any user to create a follow up task attached to the instruction.

Billed

After a supplier has paid MoveIT the relevant referral fees, MoveIT will create a self-bill on behalf of each agency that created the referrals that a supplier paid for. i.e. an invoice from the agency to MoveIT for the agency’s share of the referral fee. All instructions currently attached to an agency self-bill that has not yet been paid to the agency will appear here.

NB. this tab is not visible to suppliers.

Available Actions

Action	Description
Request Cancel	Allows a supplier user to request the cancellation of an instruction.
Credit	Creates a credit for the instruction in the Complete pipeline which will be applied to a future invoice.
Confirm Complete	Allows an agency user to confirm that an instruction a supplier has queried or requested a cancellation for is actually correctly completed.
Query Instruction	Allows a supplier user to query why an instruction has been completed if they believe it is still in progress.
Reset to Live	Allows an agency user to reset a completed instruction to the Live pipeline. NB. Supplier users must use Query Instruction. NB. this action will create a credit in the Complete pipeline tab as well as a duplicate instruction in Live so that it can be completed and billed again in future.
Follow Up	Allows any user to create a follow up task attached to the instruction.

Paid

The final destination for instructions. Once MoveIT has paid an agency their share of the refferal fees received from a supplier the paid instructions will appear in this tab.

NB. this tab is not visible to suppliers.

Available Actions

Action	Description
Request Cancel	Allows a supplier user to request the cancellation of an instruction.
Credit	Creates a credit for the instruction in the Complete pipeline which will be applied to a future invoice.
Confirm Complete	Allows an agency user to confirm that an instruction a supplier has queried or requested a cancellation for is actually correctly completed.
Query Instruction	Allows a supplier user to query why an instruction has been completed if they believe it is still in progress.
Reset to Live	Allows an agency user to reset a completed instruction to the Live pipeline. NB. Supplier users must use Query Instruction. NB. this action will create a credit in the Complete pipeline tab as well as a duplicate instruction in Live so that it can be completed and billed again in future.
Follow Up	Allows any user to create a follow up task attached to the instruction.

Invoices

This tab displays all invoices and self-bills that have been generated for your organisation. This is only visible to Agency Administrators and Suppliers. Each invoice will detail the applicable charges and commission, allow users to download PDF invoices as well as view all of the instructions that were billed as part of that invoice.

Supplier Contact Types

This article applies to users with one of the following roles:

Suppliers

As of MoveIT 0.16.0 suppliers are able to specify a number of different contacts for their organisation as well as what those contact details should be used for.

What Type of Contacts Can be Listed?

At time of writing there are three different types of contacts that a supplier can have on file, it is possible to have one or more of ay type:

Primary Referral Contact: this is an email address that will be used to send new referral information or referral updates for a referral or instruction where either a) the assigned supplier individual has no contact information, or b) a customer sent a referral themselves, e.g. through the quotes email and therefore a supplier individual was not selected. This email address will also be used to notify suppliers about aged instructions.
Billing: this is an email address that all billing related emails will be sent to.
Customer Contact: this is an email address and / or phone number that may be shown to a customer to enable them to contact a supplier directly.

How Can I Add Supplier Contacts?

At time of writing, to add new contacts you will need to contact the MoveIT team directly to request new or updated contacts.

In the near future, the MoveIT screens provided to suppliers to manage their organisations will be getting an overhaul, at which point you will be able to manage contacts easily within MoveIT.

MoveIT Internal Communications

This article applies to users with one of the following roles:

Administrators
Agent Administrators
Branch Managers
Agents
Suppliers

In MoveIT 0.16.0 we have improved the ability for Agent Administrators to communicate with Agents in their organisation via MoveIT, to assist with the management of referrals and instructions.

How Does the Internal Communications Process Work?

Agent Administrators have the ability to request an update from a supplier about an open referral instruction via the Referral Pipeline by using the Request Update pipeline action button.

As of MoveIT V0.16.0 there is the additional option to choose to request an update from a supplier, the agent who created the referral or instruction or both:

Doing so will send an email as well as a notification to the users in question along with any notes that you added to the update request.

The agent or supplier, to whom the request was sent is then able to use the Provide Update pipeline action in order to respond to the request. Doing so will send a response to the requestor.

Important: all request and update notes are visible to all relevant parties, i.e. agents and suppliers, and so we encourage all to keep dialogue as professional as possible.

MoveIT Notifications

This article applies to users with one of the following roles:

Administrators
Agent Administrators
Branch Managers
Agents
Suppliers

What’s New?

We recently launched a new notifications functionality in MoveIT with the initial functionality allowing users to be notified of new Help Content that had been posted so that user’s were aware of new functionality available in MoveIT as well as other generally helpful information.

The use of notifications has now been extended so that user’s are notified when updates are made to their referrals and instructions within the MoveIT system.

What Notifications Will I Receive?

Currently when a referral or instruction is updated either by a user or the system an event is added to the item, and these can be viewed by clicking the notes icon in the pipeline area. Agents will also receive some of these updates via email.

As of MoveIT V0.16.0 all of these events will also be posted to the agent that created the referral or instruction at the same time.

The aim of these notifications is help to keep you in the loop with what is happening with your own referrals and instructions and allow you to take action to keep things on track.

How Many Notifications Will I Receive?

Depending on how many instructions and referrals you have created in the system, you may receive a high number of notifications. We will welcome feedback if you find that the number of notifications you receive is too high or you’re getting notifications that you don’t feel are helpful to you.

How Can I Manage My Notifications

You can manage your notifications in two places. Firstly, the little bell in the top corner of MoveIT will show the number of unread notifications you have, clicking the bell will show you up to the latest 5 notifications you have received and allow you to mark them as read / unread.

Clicking the View All button will take you to the Notifications page where you can manage all the notifications you have received.

Branch Supplier Panel Management

This article applies to users with one of the following roles:

Administrators
Agent Administrators
Branch Managers

As of MoveIT V0.16.0 it is possible to manage the supplier panel of a branch via the MoveIT UI.

What is a Branch Supplier Panel?

When generating quotes or creating referrals in MoveIT the choice of supplier that is offered to the agent and customer will depend on two things:

The type of supplier, e.g. when generating Conveyancing quotes you only see suppliers who offer Conveyancing.
The choices are limited to those suppliers who are linked to the agent’s branch, i.e. that are on their panel.
NB. If a branch doesn’t have any suppliers of a particular type assigned to their panel, all of the registered, active suppliers in the system of the relevant type will be offered.

How to Manage a Branch Supplier Panel

Prior to MoveIT V0.16.0 updating a branch’s supplier panel required a request to the MoveIT development team. From V0.16.0 onwards, Branch Manages and Agency Administrators can manage their Branch Supplier Panel any time via the MoveIT UI.

To manage a panel, simply navigate the the User Management page, click on the Branches tab and then click the Panel button against the branch you wish to manage.

NB. you will only be able to view and manage branches you have permission to manage. For Branch Managers this will be the branch they are assigned to. For Agency Administrators this will be any Branch in your organisation.

The panel management popup allows you yo easily drag and drop suppliers from the available pool to the panel list. You can also filter suppliers by type and search for them by name, add all and removal all. NB. adding all and removing all when the list is filtered only affects those currently visible.

Click Save to save your panel.

Customer Screen and MoveIT “Moves”

This article describes important changes to the way that quotes and referrals are generated in MoveIT.

This article applies to users with one of the following roles:

Administrators
Agent Administrators
Branch Managers
Agents

The primary entry point to MoveIT and to create quotes and referrals is changing. All quotes and referrals will be created directly from a customer’s profile and will be linked to individual Moves.

Let’s see how it works…

Lookup an existing customer record

Looking up existing customer records is straightforward and will allow you to find both customers that have been imported from your CRM / property management system as well as those that have been created in MoveIT:

Create a new customer record

For agencies that do not import customer records, or for scenarios where you need to refer a customer who will not be registered in your CRM / property management system for some reason, you can create a new customer record:

Edit a customer record

Customer records that have been created in MoveIT can be edited in MoveIT. If you need to update the details of a customer that was imported from your CRM / property management system, you will need to update their details in that system and the changes will be synced with MoveIT automatically:

What is a “Move“?

A Move is a new concept that helps visualise the purchases and sales being made by a customer and what services have been referred for each. For example a typical customer may be selling one property and buying another. This is one Move and the sale and purchase will be linked to it. The customer can then be referred for services relating to the sale and purchase at once.

If the customer moves again, their new sale and purchase will be linked to a new Move.

In other cases, perhaps less common, a customer may be selling multiple properties, here each would be linked to it’s own move and services can be referred for each of the Moves in turn.

Create, Close and Re-open Moves

Creating a Move is a one click task. A Move can be closed if necessary, this has no effect other than to archive the Move and display it on the Closed tab rather than the Open tab and can be used to help keep a customer’s page tidy if required:

Create a Quote and / or Referral

Now that we have our customer record and our Move created we can start referring the customer for services.

To start you simply click on the button for the relevant product. This will display a small window containing the current details saved to the Move as well as any quotes, referrals and instructions (where applicable) that already exist for this product for the customer.

To create a new quote or referral, click the New Quote or New Referral button as appropriate. You will then be presented with a form with one or more sections to complete in order to proceed.

The form will be pre-populated with information that has already been collected, so if you’ve already entered information about a property for conveyancing for example, when referring the customer for financial services, you’ll only need to add the extra information required for that product.

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Be sure to complete any required information, but if you miss anything the form will let you know which section needs your attention and highlight any missing information in red.

View Existing Quotes, Referrals and Instructions

You are able to view existing / past quotes, referrals and instructions for a customer in two places:

At the bottom of the customer page, these will show all items regardless of product and Move.
By clicking on a product button on any Move you will see any items related to that Move.

Once you have started interacting with a product on a Move the product button will display a traffic light colour depending on it’s status:

Colour	Description
Green	A referral for the product has been sent and no action on behalf of the agent is required.
Amber	The process of referring a customer for a product has been started but some action may be required, e.g. quotes have been generated for conveyancing but no referral has been sent.
Red	The process of referring a customer for a product has been start but action is required, e.g. a referral was sent but was declined by the supplier.

FAQs

Will quotes, referrals and instructions I created be visible on the new customer screens?

Quotes, referrals and instructions that were linked to a customer record from your CRM / property management software will be visible on the customer screen but they will not be linked to a Move. Any items created using the old Create New Customer button will not be linked to a customer. These items will still be visible in the Referral Pipeline as normal.