Configuring jobs in MoverMate CRM allows you to streamline your job setup process, ensuring your team is aligned on job types, categories, and job numbers. Follow this guide to efficiently set up job configurations.
Access Job Configuration Settings
Log in to your MoverMate CRM account.
From the left sidebar, navigate to Settings.
Under the Jobs section, click on Job Configuration.
Add New Job Categories and Types
To add a new job category or subcategory:
Click on the + Add Item button.
Enter the necessary details for the new job:
Job Type: This defines the overall category of the job.
Example: commercial moving, local moving.
Job Category: Specifies the general category the job falls under.
Example: Moving, Packing, Unpacking.
Select Pricing Type: Choose the appropriate pricing model for the job.
Available options include:
Hourly Moving
Hourly Packing
Hourly Unpacking
Moving Cubic Meter
Select Job Size: Choose the job sizes that you want to populate when this job type is created. Multiple job sizes can be selected.
Select Furnish Type: Choose the furnish types that you want to populate when this job type is created. Multiple furnish types can be selected.
Save Your Configuration
Once you have entered all the details for the job category, subcategory, and pricing type, click Save to finalise your configuration.
Job Number Configuration
Switch to the Job Number tab to define the numbering format for your jobs.
Job Number Prefix: Choose a prefix for your job numbers (e.g., JOB).
Next Job Number: Set the starting number for your job numbers (e.g., 1461). The system will automatically increment this number for each new job.
By configuring the job numbers, MoverMate will automatically generate unique identifiers for each job, ensuring there are no duplications.
Save Your Configuration
Once you’ve configured the job types, categories, and job numbers, click Save to apply your settings.
Job Size Configuration
Access Job Size Settings
Navigate to the Job Size tab in the Job Configuration section.
Add a New Job Size
Click on the + Add Job Size button.
A Job Size Sheet pop-up will appear.
Enter Job Size Details
Provide the relevant job size information.
Click Save to finalise and store the job size.
Furnish Type Configuration
Access Furnish Type Settings
Navigate to the Furnish Type tab in the Job Configuration section.
Add a New Furnish Type
Click on the + Add Furnish Type button.
A Furnish Type Sheet pop-up will appear.
Enter Furnish Type Details
Provide the necessary furnish type details.
Click Save to store the furnish type.