The closing view

Every booked job has two sides: the sales side (what you quoted and sold) and the closing side (what the crew did and charged on the bill of lading). The closing is what the customer pays, what payroll is built from and what the reports count.

Before you start

You need the Can see closing tab permission. The closing bar only shows on a Booked order that has a closing.

The closing bar

It sits under the truck schedule.

Before the job starts it has two links:

• Bill of lading — opens the job's bill of lading as the crew sees it, in a Foreman Page pop-up.
• Activate Closing — moves the order to its closing early. MoveBoard warns: "This will lock your sales and any future changes would be done in closing." Press Ok to go ahead.

Once the job has started (the first signature on the bill of lading) or closing is active, the bar has:

• the VIEW SALES INFO / VIEW CLOSING INFO switch;
• Close order — or Completed with a tick once closed (see Completed jobs and reopening). A long-distance move has its own buttons for the pickup and the delivery;
• Bill of Lading sent once the crew submitted it — point at it for Resend Bill of Lading;
• on the closing side: INSPECTION (the crew's photos), RELEASE FORMS, Storage Agreement, Bill of lading, Foreman Notes (each only when there is one), DEACTIVATE CLOSING and a refresh button.

What the closing side shows

Switch to VIEW CLOSING INFO. The window then shows the job as it happened:

• the job tracker, with the Profit card beside it;
• Move Details with the closing's labor time, travel, crew, trucks, rate and minimum hours, and the Payroll card under it;
• Quote Details with the rows the job came to — labor and travel (or line haul), fuel, valuation, storage, additional services, other fees, packing, tips, cash discounts, credit card fees, custom fees, discount, taxes, Total Cost, Deposit Received, Payments Made and Total Due;
• the addresses as the bill of lading has them (they can't be changed here).

Total Due is followed by (overpaid) when the customer paid more than the total, or (still owed) when money is still due.

Compare with what was sold

Tick Sales info on Move Details or Quote Details. Every row then shows the closing figure, a percent chip (amber when more than sold, green when less) and the sold figure. Quote Details compares once the job is completed.

Fix the closing

1. 1On the closing side, press the blue label of the row in Quote Details — for example Fuel Surcharge, Discount or Tips.
2. 2Change it in the pop-up and confirm.
3. 3A bar at the foot of the card counts the changes waiting ("1 change waiting"). Press Save to write them all, or Discard.

Changes to Move Details on the closing side (labor time, travel, crew, trucks, rate) go with the window's SAVE, and Quote Details shows their effect before you save. To bring the payroll in line afterwards, use Update payroll from closing on the Payroll card.

The closing follows the crew live: as they move the job along or submit the bill, the closing side reads itself again.

If something goes wrong

• Please save changes. — save the closing (or the order) before Close order.
• Can't deactivate closing for completed job. / Closing can only be deactivated on a one-day order here.
• You do not have the automation rule to send the bill of lading currently set up. Please update this template and try again. — set up the bill of lading template, then resend.
• There is no bill of lading to send yet.
• Close the pickup first. — on a long-distance move, close the pickup before the delivery.