Custom Line Items in Movermate CRM give you the flexibility to add specific pricing elements—such as unique services or products—directly to your estimates and invoices. Whether you need to charge for specialized equipment, unique service packages, or additional fees, this guide will walk you through the entire process.
Accessing the Custom Line Item Interface
Log In: Begin by signing in to your MoverMate CRM account.
Navigate to the Pricing Area: From the left-hand sidebar, click on Settings.
Locate the Custom Line Items Section: Go to the Pricing tab in your MoverMate CRM settings. Under this tab, you'll find a dedicated section labeled Custom Line Items . Select this option to access and manage your custom line items.
Creating a New Custom Line Item
Initiate the Creation Process: Click on the + Add New Item button. This will open a form where you can input the details for your new line item.
Form Layout: The form is designed to capture all necessary information that defines the line item for your pricing structure.
Entering Custom Line Item Details
Fill out the form with the following details:
Item Name: Provide a clear and descriptive name for the line item (e.g., “Fragile Box Kit” or “Special Equipment Fee”).
Job Types: Select one or more job types to which this line item applies (e.g., “Local Moving,” “Commercial Moving”). This ensures that the pricing option is available where needed.
Unit of Measurement: Choose the appropriate unit (e.g., “Per Item,” “Per Hour,” or “Flat Rate”) that best fits how the charge is applied.
Price: Enter the cost associated with the line item.
Description (Optional): Add any additional information or context that will appear on estimates or invoices. This helps clarify the charge for both your team and your clients.
Configuring Automation for the Custom Line Item (Concise)
Enable Automation:
Activate automation in your MoverMate CRM settings to apply the line item automatically based on job parameters.
Define Trigger Conditions:
Job Types: Select applicable job types (e.g., Local Moving, Commercial Moving).
CBM Range: Set a minimum and maximum CBM (e.g., 5–10 CBM) to control when the item is triggered.
Job Size & Furnishing Type: Specify job size and furnishing type criteria to further refine the trigger.
Additional Conditions: Use the “Add or Condition” button to add extra criteria if needed.
Saving and Verifying the Line Item
Save Your Work: Once all the required fields have been filled in, click the Save button to add the line item to your system.
Confirmation: After saving, the new line item should appear in your list. Verify that the details are correct and that it’s available for selection in your pricing interface.
Using Custom Line Items in Estimates and Invoices
Navigate to Estimates/Invoicing: Open the Estimate or Invoice section within MoverMate CRM.
Select the Line Item: When building an estimate or invoice, locate your new custom line item from the pricing options.
Configure as Needed: Adjust the quantity or add any extra details specific to the job at hand.
Review and Finalize: Ensure the line item appears correctly and that the pricing reflects accurately before finalizing the document.
Editing or Deleting a Custom Line Item
Editing: To update an existing line item, return to the Custom Line Items interface. Click the Edit (pencil) icon next to the item you wish to modify, make your changes, and then save.
Deleting: If a line item is no longer needed, click the Delete (trash bin) icon. Note that deleting an item will remove it from future use but will not alter past estimates or invoices where it was applied.
