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17 guides for owners, office staff, and crew. Search a question, get the answer, get back to work.

Wave 1 — the “how do I…?” killers

The tasks that generate the most questions. Start here.

Add a crew member and set their pay rate

Get a new hire into the app and set what they get paid — without showing them anyone else’s pay.

Create a job from a lead in one tap

Turn a new lead into a scheduled job with one tap — no retyping addresses.

Quote a caller in under 2 minutes

Give a caller a price before they hang up — the whole quote in about two minutes.

Send an estimate or Smart Form for signature

Send a Smart Form the shipper can sign on their phone — you fill it out, they only sign.

Your pay: statements and notifications

Your pay for each job lands on your phone, and your statements live in your Money tab — only yours, always.

Clock in, see your jobs, clock out

Your whole workday in three moves: clock in, open your jobs, clock out.

Tag a job photo as a document

Turn a job photo into a tagged document — your damage-claim backup.

Reset your password

Locked out? Reset it yourself in about a minute — as many times as you need.

What to do when the app won’t load

Something looks broken? Run this checklist before anything else.

Payday and labor analytics (Finance System)

Payday in five taps, plus the labor analytics nobody else has — budget meter, estimator accuracy, OT trends, true job cost, cash-flow timing.

Read your weekly P&L

Your Monday-morning money snapshot: revenue, expenses, profit — explained in plain words.

Set up your lead email address

Give every lead source one email address — inbound mail becomes app leads automatically.

Wave 2 — billing and money

The angry-ticket layer: charges, cards, and canceling.

How billing works

One flat price, no per-seat math: $100 a month or $1,000 a year.

Update your card or fix a failed payment

New card, expired card, failed payment — fix it yourself in two minutes.

Cancel anytime

Leaving is as easy as joining: cancel in the app, no call required.

Wave 3 — power features

Roles and system status for growing companies.

Invite an Office user vs a Finance user

Office sees prices but not the money. Finance sees the books but can’t touch billing. Here’s the split.

Check whether MoveClerk is having problems

How to tell if it’s MoveClerk or just your phone — and what to do either way.

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