Moves can be added to all orders, but sometimes you need to submit an order ONLY to move a device. For this scenario, simply use the "Move" Order Type.
Create a Proposal
Set the Order Type to "Move"
Add Pickups
If charging the customer, add a third-party item for the move fee (if a move fee was requested once approved it will populate the move fee automatically)
a. Receive customer signature
Submit for Review
Handling On-Site Connectivity Requests After a Move
If a representative requires on-site connectivity following a move, they should follow one of these two options:
Option 1: Include in Move Request Notes Add a note in the move request specifying the need for on-site connectivity. Clearly state that this service should be included in the overall move fee.
Option 2: Add as an Additional Expense Item Alternatively, the on-site connectivity can be listed separately as an additional expense item in the request.
Important: PREO does not automatically calculate on-site connectivity fees for moves. These must be manually added using one of the methods above. This is especially important to note on Production Moves where Connectivity may be needed.
By default, it is assumed that any connectivity service required during a move will be handled remotely, and no charge applies for remote installations.