The Jobs section in Movermate allows you to manage existing jobs by editing details, duplicating jobs for similar bookings, or deleting jobs that are no longer required. Follow the steps below for each action.
How to Edit a Job
Open the Jobs Table:
From the main navigation menu, click Jobs to open the Jobs Table.
Locate the Job:
Find the job you want to update using search, filters, or scrolling.
Edit the Job:
Click the three dots (•••) next to the job.
Select Edit from the dropdown menu.
Update the Necessary Fields:
You can modify details such as:
Job Type
Job Date
Sales Representative
Move Size
Property Type
Location and access details
Any additional job information
Save Changes:
Click Save to apply and update the job.
How to Duplicate a Job
Open the Jobs Table:
Navigate to Jobs from the main menu.
Locate the Job:
Find the job you want to duplicate.
Duplicate the Job:
Click the three dots (•••) next to the job.
Select Duplicate from the dropdown menu.
Adjust the Duplicated Job:
A new job will be created with the same details.
Update fields such as:
Job Date
Sales Representative
Move Size
Any other required details
Save the Duplicated Job:
Click Duplicate Job to finalise and save the new job.
How to Delete a Job
Open the Jobs Table:
Go to the Jobs section from the main menu.
Locate the Job to Delete:
Find the job you want to delete.
Delete the Job:
Click the three dots (•••) next to the job.
Select Delete from the dropdown menu.
Confirm the Deletion:
Confirm when prompted.
Managing jobs efficiently ensures accurate scheduling, reporting, and financial tracking in Movermate. Use edit and duplicate options whenever possible to avoid accidental data loss.
Note: Deleting a job is permanent and cannot be undone. Ensure the job is no longer required before confirming.
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!