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 …
Author archives: MoveIT Support
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 …
Task Manager & Exceptions
This article applies to users with one of the following roles: Administrator Agency Administrator Branch Manager Agent Supplier What are Exceptions? Whilst most of your transactions will seamlessly move through your pipeline, you will get some exceptions. MoveIT will proactively identify items that may require your attention and display them in the Task Manager. You …
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 …
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 …
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 …
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 …
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 …
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 …
Managing Users
This article describes how you can manage users for your agency or branch using the MoveIT interface. This article applies to users with one of the following roles: Administrators Agent Administrators Branch Managers You can access the user management interface here. When you load the page you will be presented with a table of users …