Creating a job in MoverMate allows you to schedule work, capture job details, generate estimates, and manage the job through to completion. Follow the steps below to create a job efficiently.
1. Navigate to the Jobs Section
From the left-hand navigation menu, click Jobs.
Click Create Job at the top-right corner.
A job creation form will open where you can begin entering job details.
Note: You can save and close the job at any time and return later to add or update information.
2. Enter Job Details
Start by adding the customer and job-related information:
Customer Details
First Name & Last Name – Enter the customer’s full name
Email Address – Customer’s email for communication and documents
Phone Number – Primary contact number
Company Name – Optional, if the customer represents a business
Job Information
Source – Select where the job originated (e.g. Website, Google Ads, Referral)
Job Type – Choose the job type (Moving, Packing, Unpacking, Interstate, etc.)
Preferred Time Slot – Morning, Afternoon, or All Day
Preferred Date – Select the scheduled job date
Move Size – Specify the move size (e.g. 2 Bedroom, 3 Bedroom)
Furnished Type – Lightly Furnished, Moderately Furnished, Fully Furnished
Heavy Items – Indicate if heavy or specialised items are included
Inventory (Optional) – Add or attach an inventory list if available
Once completed, click Next to continue.
3. Enter Property Details
Add location and access information required to complete the job:
Address Details
Pickup & Drop-off Address – Required for moving jobs
Job Address – Used for packing or unpacking jobs
Property & Access Details
Property Type – House, Apartment, Office
Access Conditions – Select any that apply:
Stairs
Elevator
No Parking
Steep Driveway
Additional Information
Number of stair flights (if applicable)
Walking distance from truck to property
Additional Stops – Add multiple stops if required
Click Next to proceed to pricing.
4. Quote Estimation
This step allows you to generate an estimate, apply automation rules, or manually add line items.
Option 1: Auto-Generate Estimate
Click Auto-Generate Estimate to automatically calculate pricing based on:
Job Type
Move Size
Inventory Volume
Pricing rules configured in Pricing Settings
All required fields (dates, locations, and size) must be completed for auto-pricing to work accurately.
Option 2: Manual Entry of Line Items
YYou can manually add charges in two ways:
Search Existing Line Items
Start typing the Item Name
Select a saved line item from the dropdown
Create a Custom Line Item
If the item does not exist, enter:
Rate – Cost per unit
Quantity – Number of hours, movers, or items
Unit Type – Hourly, Per Unit, or Fixed Price
Tax – Apply applicable tax (e.g. GST)
Total Amount – Calculated automatically or entered manually
Note:
Fixed Price items are ideal for callout fees or one-time charges
Hourly (HR) items will calculate based on job time recorded in the Jobsheet or Crew App
Once all job and pricing details are reviewed:
Click Submit Job to finalise and create the job
The job will now appear in the Jobs Table, where you can manage scheduling, crew assignments, finances, inventory, and completion.
Creating jobs in MoverMate ensures accurate scheduling, transparent pricing, and smooth job management from booking to completion. You can update or refine job details at any stage as the job progresses.
If you need help setting up pricing rules or job automation, the MoverMate support team is always available to assist.
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!