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Lead Summary
Stage
New Lead
Quoted
Booked
In Progress
Completed
Lost
Estimate Total ($)
Internal Notes
Entry: Origin
Customer full name
*
SNAME
Street address line 1
SADD1
Street address line 2
SADD2
Location type
SLEVEL
Select…
House
Townhouse
Apartment
Condo
Dormitory
Storage
Mobile Home
Garage
Warehouse
Office
Port
Military Base
Access level
SSUBLEVEL
Select…
Ground
Elevator
Stairs
Basement
Pod
Floor number
SFLOOR
Apartment number
SAPT
City
SCITY
State
SSTATE
ZIP code
*
SZIP
Primary phone
*
STELH
Secondary phone
STELO
Email address
*
EMAIL
Proxy contact name
SPROXY
Entry: Dest
Destination customer name
RNAME
Destination address line 1
RADD1
Destination address line 2
RADD2
Destination location type
RLEVEL
Select…
House
Townhouse
Apartment
Condo
Dormitory
Storage
Mobile Home
Garage
Warehouse
Office
Port
Military Base
Destination access level
RSUBLEVEL
Select…
Ground
Elevator
Stairs
Basement
Pod
Destination floor
RFLOOR
Destination apt number
RAPT
Destination city
RCITY
Destination state
RSTATE
Destination ZIP
*
RZIP
Destination phone
RTELO
Destination alt phone
RTELH
Fax number
SFAX
Destination proxy
RPROXY
Move Details
Expected move date
*
LBOOKDTE
Expected move time
LBOOKTME
Lead source / How heard
REF
Select…
Ask First
BLUE
DIAMOND - CI
GREEN
LOCAL - REF
ORANGE
PURPLE
RED
REFERENCE
TEAL
VALUE B - CI
VALUEADDEDMOVING.COM
VALUEB
YELLOW
Move size
ROOMID
Select…
Few Items
Studio
One Bedroom
Two Bedrooms
Three Bedrooms
Four Bedrooms
Five Bedrooms
Six Bedrooms
Seven Bedrooms
20 ft. Container
40 ft. Container
Office Move
Location type classification
RC
Select…
Residential
Commercial
Military
Obstacle
LD Charges
Total cubic feet
CFLBS
Rate per cubic foot
I1PERCFLBS
Lock rate per CF
Initial price
I1TOTAL
Fuel surcharge percentage
DIESELP
Other charge 1 label
OTHERS
Other charge 1 amount
OTHERSAMT
Other charge 2 label
OTHERS1
Other charge 2 amount
OTHERS1AMT
Other charge 3 label
OTHERS2
Other charge 3 amount
OTHERS2AMT
Enable coupon discount
Coupon discount percentage
COUPONP
Enable senior discount
Senior discount %
SENIORP
Valuation/insurance charge
INSAMT0
Extra charge 1 label
EXTRA1
Extra charge 1 amount
EXTRA1AMT
Extra charge 2 label
EXTRA2
Extra charge 2 amount
EXTRA2AMT
Extra charge 3 label
EXTRA3
Extra charge 3 amount
EXTRA3AMT
Packing materials total
MATTOTAL
Packers
PMEN
Packing hours
PHRS
Packing rate/hr
PPERHRS
Unpackers
UMEN
Unpacking hours
UHRS
Unpacking rate/hr
UPERHRS
Discount label
DISCTXT
Discount amount
DISCOUNT
Monthly storage fee
SPERMONTH
Local Charges
Number of vans
LVAN
Number of workers
LMEN
Labor hours
LHRS
Labor rate per hour
LPERHRS
Number of vans
FTVAN
Number of workers
FTMEN
Travel hours
FTHRS
Travel rate per hour
FTPERHRS
Fuel & mileage
OTOTAL
Liability description label
INS
Liability/valuation charge
INSAMT
Show flat rate view
NOTE
NOTE
Job Mgmt
Binding type
BINDING
Select…
None
Binding
Non-Binding
Storage needed
Order reference number
ORDREF
Next follow-up date
NEXTFU
Follow-up time
FUTME
Pick-up date
PUDTE
Pick-up time
PUTME
Delivery date
DLVDTE
Delivery date
DLVDTE1
Deliver immediately
Actual delivery date
D1DTE
Actual delivery time
D1TME
Confirmation status
Signature received
Job documents received
Requested delivery date
LBOOKDTE1
Visual estimate type
VISUALTYPE
Select…
On Site
Virtual
Waived
Photos
Box delivery date
BXDTE
Box delivery time
BXTME
Pack day date
PKDTE
Pack day time
PKTME
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