How to use the platform

In the below section we show you the basics on how to sign-up, customize and use the platform. We think it’s easy, but if you disagree, please contact us and we’ll improve it!

Table of Contents

How to use the platform

Our software will support you on each step of the move process

Sign-up

Register your company

Customize

Upload your logo

Requests

Add a move

Planning

Manage like a pro

Create Company

First you can go to the sign-up page to register your company.

https://portal.umzugs-rechner.de/partner_signup

Customize (logo)

You can upload your logo to customize the platform. From then on the navigation bar on the left will show your logo. Any offers or invoices that you create will also have your logo.

Add trucks

You can add your fleet or trucks easily.

Add workers

Next we add our team and explain the difference in roles and their viewing permissions.

Add move manually

If you want to use the platform to keep track of revenue and to assign your team and trucks, you can add any move manually. 

Task Center

Workers that are planned for a move will see all details in the task center. Here we show you how it works and how the workers will view the task center.

Dashboard

Here we show you how to keep track of the revenue. 

Marketplace

In the last section we will show you how to use the marketplace. This is useful if you want a partner company to help you with certain tasks for your move.