Schedule

Schedule

Staff availability and job scheduling is a powerful feature of the MoverBase system.  This allows you to manage multiple staff schedules and ensures that only available movers are assigned to upcoming jobs.  Once assigned, Movers can log in and view their own schedules and have all the information they need to be prepared for their assigned jobs.

If a Mover is available on the Job date they can be assigned to the moving crew or as an estimator.  Other users can be assigned to Estimate a Job if they are available on the Estimate Date.  You can view and select from a list of available movers in the Job Create or Job Edit view once you have selected a move date.

For new Jobs:

  1. Select New Job from the Home view or the Job Section
  2. Set a date for the Job
  3. In the Movers section (section 5 in the shortcut link), set the number of the crew and select from a list of available Movers to the right.
  4. In the Estimate section (section 6 in the shortcut link), set the date for the estimate and select from a list of available Estimators in the dropdown list.

For current Jobs:

  1. Select the Job from the Job or Schedule Section, or from the Home view if the Job is scheduled in the next two days.
  2. Select Edit
  3. In the Movers section (section 5 in the shortcut link), set the number of the crew and select from a list of available Movers to the right.
  4. In the Estimate section (section 6 in the shortcut link), set the date for the estimate and select from a list of available Estimators in the dropdown list.

If a Mover is available on upcoming date, but not assigned to specific jobs, they can be set on call to fill any last minute jobs or provide extra help on a move.  You can view movers on call for the upcoming two days on the home page.

  1. Select a mover from the staff list
  2. Select view availability
  3. Select a date
  4. Select Set on Call

Movers will see their on call status when they log in to view their schedule.

MoverBase provides multiple ways to track and access Jobs once they are created:

  • Home view: Jobs and Movers for the current and following day display in the dashboard
  • Client section:  Job displays in the Job History for the Client
  • Jobs section list view
  • Staff section: Job displays in the Availability view and the Job History view for the assigned Staff.
  • Schedule: Job displays in the calendar and can be viewed by Movers by 3pm the previous day.

Note:  Movers can view their availability schedule two weeks out, but will only be able to view their assigned jobs for the upcoming day after 3pm the previous day.  This allows dispatchers and estimators to make final confirmations for jobs before they appear on the Movers’ schedules.  Editors and Admin users can view all Jobs at any time.