Getting started with MoveHelm

Welcome aboard. Most movers are taking leads in MoveHelm on day one. Open Getting started in the menu (bottom left) and do the steps from top to bottom. Each one ticks itself off when it's really done.

1. Company profile. Go to Settings › Company profile & team. Add your phone, email, address, USDOT, MC and license numbers, time zone, logo, brand color and opening hours. Customers see these on every quote, invoice and email. There is no Save button: changes save by themselves.
2. Invite your team. On the same page, under Team, type a person's email, pick a role and press Add to team.
3. Add your crew and trucks. Add movers and drivers in Crew, and trucks in Fleet.
4. Set your prices. In Settings › Pricing, fill in your hourly rates, travel, materials and deposits. Every quote uses them.
5. Take card payments. In Settings › Payments, connect your own Stripe, Square or Authorize.net account.
6. Bring in your customers. Use Import to load a spreadsheet, or your old MovingSys database.
7. Get leads in by themselves. Put the quote form on your website, and forward lead emails to your MoveHelm address (Settings › Leads by email).

Stuck anywhere? Press the ? at the top of any screen for the help on that screen, ask Skipper, or write to support@movehelm.com.