surveyapp-faqs - QuickMove

Frequently Asked Question’s

1. How to add multiple addresses in the move Survey Quote Pro.

To add multiple addresses in the Move Survey Quote Pro app, follow these steps:

  • Open the Survey App.
  • Go to Customer.
  • Select Destination Address.
  • In the destination address section, look for the Multi Address option.
  • Click on the icon next to Multi Address to add multiple addresses.

By doing this, you can input more than one address for the customer and set them for the survey quote               

To add a default article in Move Survey Quote Pro, follow these steps:

  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings.
  • Select Article.
  • Click on Articles.
  • Enter the Article Name and Volume for the item.
  • Click on the Add (+) button to save the article.

            This will add the article as a default item in your survey quote.               

Click on the 3 horizontal lines (menu icon).

  • Go to Settings.
  • Click on Article.
  • Mention the Item Name and the corresponding Article Volume.

  Whenever an item is selected while adding articles, the corresponding volume for that item will automatically be linked.

   Yes, it does.

  • Under the Customer Page, go to Survey Details.
  • Select the Vehicle and Pet checkboxes as shown.
  • In the Article Page, scroll to the bottom and select Vehicle and Pet.
  • Add the vehicle and pet details and save.

Yes, it does.

  • Under Survey Details, you can select Commercial Goods

Yes, it does.

While adding articles, if an item is not moving, you can mark it as Non-moving

Yes, it does.

  • While adding articles, you can mark the item as Tentative.

Yes, it does.

  • Whenever you are adding an article as a plant, select the marked icon for Plant.
  • In the Article Page, while adding articles, click on the camera icon.
  • Take the photo and click on OK to save the image.

Yes, it is.

  • Click on Material and Manpower.
  • Add the required packing materials and save.
  • Click on Manpower, add the necessary manpower details, and save.

Yes, it does.

  • Click on the 3 Horizontal Lines (menu icon).
  • Go to Configuration.
  • Configure the Header Logo and Footer Logo.
  • Click on the 3 horizontal lines (menu icon).
  • Select Google Drive Backup to save the backup to your Google Drive.
  • Alternatively, click on the 3 horizontal lines again and select Export to Excel to export the data in Excel format.

No, you won’t lose your data.

  • Before changing the device, take a Google Drive backup, and there will be no data loss.
  • Alternatively, you can export the report to Excel and then import the Excel file on the new device.

Yes, you can capture this.

  • If you swipe for the overview, you can mention the Surveyor and Customer requirements there.
  • Swipe for the overview.
  • Select the Allowance checkbox.
  • Mention the volume as needed.

Yes, it is available.             

Yes, you can.

  • Mention the Room Name by clicking on room type dropdown.

Add the required articles for that room.                      

Yes, it does.

  • Take the Customer Summary.
  • Click on the Signature icon to capture the digital signature, including the date and time

Yes, you can change them all at once.

  • Select all the articles.
  • Click on the (change details ) icon.
  • Then, select the Transport Mode, Packing Type, Room, and Address as shown below.
  • For example, you can change the transport mode from Sea to Air Shipment.

While adding articles, you can mention the insurance amount for each article

 No, you cannot change the commodity after adding the items.

  • The commodity field will be disabled once the items are added  

Yes, you can import and export the survey data.

  • Click on the 3 horizontal lines (menu icon).
  • Click on Export to Excel to export the data.
  • To import the survey data, click on the IMPORT FROM EXCEL .
  • Click on Import, then select the Excel file you want to import.

Yes, you can activate the license key without uninstalling the app.

  • Click on the 3 horizontal lines (menu icon).
  • Click on Profile.
  • Scroll to the bottom of the page and enter the license code there to activate it.

Yes, if you enter an invalid license code, you will receive a pop-up message indicating that the license code is invalid.

Yes, you can import and export master articles.

  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings and then select Articles.
  • Click on the kebab icon
    1. To import articles, select Import from Excel.
    2. To export articles, select Export to Excel.

           Yes, you can add multiple transport modes.

  1. Go to the Article section.
  2. While adding each article, you can select the desired transport mode for that article.

Yes, it does.

  • Under Survey Details, you can select Service Type as Storage.

Yes, there is a difference.

  • In the Customer Summary, you can only see the Customer Requirements.
  • In the Survey Summary, you can see both Survey and Customer Requirements.

Yes, there is a filter option.

  • Click on the filter icon in top of the page.
  • Based on the Status (e.g., Active, Completed), you can filter the survey details.

Yes, you can filter by date.

  • You can sort by date but there is no option to filter by time specifically

Yes, you can select them.

  1. Once the Estimation is completed, click on the Quotation (Q icon).
  2. Select the Cover Letter and Terms and Conditions from the dropdown menu.               

Once the Survey is completed, go to the Estimations Page.

  • Select the Shipment Type and set the Status to Active.
  • If you want to include a header, select the Header option and click on add.
  • After adding the header, you can start adding Breakdown Charges.
    1. Select the Header Checkbox.
    2. Add the Particulars (breakdown charges), mention the amount, and click on Add.
  • While adding articles, for each activity, you can mention the Margin Percent.
  • Select the Individual Margin; enter the Activity Name, Cost, and the Margin Percent.
  • The system will automatically calculate and provide the Total Cost based on the margin.

Yes, it does.

  • After adding the vehicle details, go to Survey Details.
  • Select the Cost Together

Yes, it does.

  • After adding the pet details, under Survey Details, you do not need to select the Cost Together

Yes, you can do that.

  1. While adding the articles, select the Transport Mode as Both Sea and Air.
  2. This will allow you to create estimation for both transport modes (air and sea).                 

To show the lump sum amount, you need to unselect the activities checkbox.                

  • Select the Header checkbox (e.g., DTD) as shown below.
  • after selecting the header, keep adding the breakdown charges.
  • In the Estimations Page, click on Tap to Add Tax.
  • Select the Tax Checkbox and add the Tax Details.

Yes, you can configure the tariff list for single-click estimation.

  • Click on the 3 horizontal lines (menu icon).
  • Under Settings, go to Costing Profile.
  • When you click on Auto Costing, all the predefined costing details will automatically bind based on Product Type and Shipment Type.

Yes, you can send them via email or WhatsApp.

  1. You can either email the summaries directly or export them as PDF and send through WhatsApp.               

Take a Survey Summary Report.

Click on the Signature icon to capture the customer’s signature.                 

yes, you can hide or show these details.

  1. In the Quotation Page, swipe up to access the filter options.
  2. You can use these filter options to hide or show the details like move, shipment, weight, volume, or breakdown charges.
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings and select Tax.
  • Add the required tax details.
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings and select Quotation Template to configure it.
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings and select Mail Template to configure it.
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings and select Re-register User to update the name, mobile, and email details.
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings, then Configuration.
  • Select Configure Header and Footer Logo to set up the letterhead and footer.
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings, then Configuration.
  • In the Add Multiple Emails field, separate email addresses by commas to configure multiple emails.
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings, then Configuration.
  • Select Default Units to set the volume, weight, and length unit                 
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings, then Configuration.
  • Select Default Transport Mode to set the preferred transport mode.
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings, then Configuration.
  • Select Default Packing Type and Room Type to set your defaults.

Yes, you can.

  • When you are viewing the Survey Summary, swipe up to access the filter options.
  • Select Sort by Room to arrange the articles in alphabetical order by room.

The available page sizes are:

  • A3
  • A4

Yes, you can set it.

  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings, then Configuration.
  • Select Customer Summary Volume Option and choose Both (CFT & CBM).

Yes, you can set it.

  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings, then Configuration.
  • Select Survey Summary Volume Option and choose Both (CFT & CBM).

yes, you can set it.

  1. Click on the 3 horizontal lines (menu icon).
  2. Go to Settings, then Configuration.
  3. Select Customer Summary Weight Option to choose between KG, LBS, or Both.
  1. Yes, you can set it.
  1. Click on the 3 horizontal lines (menu icon).
  2. Go to Settings, then Configuration.
  3. Select Survey Summary Weight Option to choose between KG, LBS, or Both.

The mail attachment size limit is:

  • 5 MB
  • 20 MB

Yes, you can change the background color.

  1. Click on the 3 horizontal lines (menu icon).
  2. Go to Settings, then Configuration.
  3. Select Summary Background Colour to choose your preferred color.
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings, then Configuration.
  • Enable the Old Summary
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings, then Configuration.
  • Enable No Article option to hide articles.
  • Click on the 3 horizontal lines (menu icon).
  • Go to Settings, then Configuration.
  • Enable Hide Surveyed Article Summary Details to hide the surveyor’s details.
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