MoveTrak

The VanS MoveTrak system provides a means to schedule, document, and follow up on key tasks which should be performed during the course of a move. It helps agents monitor the customer service side of their business more effectively.

Base Dates

• Use various order dates in VanS (pack, load, deliver, registration date and others) as “base dates“ to define and schedule the tasks that are necessary to complete a move.
• Assign each task a base date and a range of days before and after. The date range assures the tasks are completed on schedule by providing ample lead time.
• Include recurring responsibilities such as daily customer contact, calls to other agents involved in the move, pack day progress, etc.

Categories

• Define separate categories for the sales, dispatch, and customer service departments. MoveTrak prompts each of these departments to perform jobs relevant to that particular move.
• Assign primary responsibility for an order to a specific department coordinator.
• Delegate tasks to individuals within a department.

Action Report

• Select tasks scheduled for action within a specific range of dates.
• Display an ”action list“ or print orders that require processing and immediate action. Complete tasks by entering the date and contact.
• Create memos automatically for completed tasks.
• Use the Memo System to log important conversations for future reference.

Missed Action Report

• Show which tasks were not completed by the scheduled date.
• Use as a management tool to monitor and follow up on incomplete tasks.
• Designed to help managers improve efficiency.