Follow these steps to begin creating a lead in Movermate.
Navigate to the Leads Section
From the left-side menu, click Leads to open the Leads Table.
(This is where all leads are displayed in table view or kanban view based on status.)
In the top-right corner of the Leads Table, click Create Lead to start a new entry.
Note: You can Save & Close at any stage. Once the lead is saved, you can send emails, create estimates, or update details from the Lead Summary page.
Fill in Personal Details
Begin by entering the customer’s basic personal and job-related information.
First Name & Last Name
Email Address (You can add multiple email addresses)
Phone Number (Multiple phone numbers can be added)
Company Name (this field is optional for individual clients)
Source (e.g., Website, Facebook, Referral, Google Ads)
Branch (If your business has multiple locations)
Job Type (e.g., Moving, Packing, Unpacking)
Tags (e.g., Corporate Client, Premium Move)
Job Date (You can also use Check Availability)
Time Slot (e.g., Morning, Afternoon, All Day)
Inventory (Add inventory items if needed
Once all the details are entered, proceed to the Location Details section by clicking Next.
Enter Property Details
Pickup Address: Full address along with property details, access level, and location notes
Drop-off Address: Destination address with property details, access level, and location notes.
Job Address (For packing and unpacking leads)
Property Type – Choose from options such as House, Apartment, Office.
Access Details – Select applicable options such as:
Ground Floor
Stairs
Elevator
Narrow Street
Height Restrictions
No Parking
Steep Driveway
Additional Details:
Number of flights (if applicable)
Walking distance from the exact location(if applicable)
Additional Stops (if applicable): Click Add Stop if the job includes additional pickup or drop-off points.
Once completed, click Next to proceed to the quote estimation.
Quote Estimation
The Quote Estimation stage allows you to generate a detailed price estimate for the job. You can either let the system calculate the charges automatically or manually add and customise each line item based on your requirements.
Auto-Generate Estimate
If your account has pricing automation configured, you can click Auto-Generate Estimate to automatically populate the estimate with pre-defined charges.
This feature uses your Pricing Settings and Automation Rules to calculate costs based on factors such as:
Job Type
Move Size
Inventory Volume
Branch-specific pricing
Any custom rules you have created
This helps speed up the quoting process and ensures consistent pricing across your organisation.
Manual Entry of Line Items
If you prefer more control, you can manually add, edit, or remove line items in the estimate.
Search for an Existing Line Item: Start typing in the Item Name field, and a dropdown will appear with predefined line items from settings. Select one to automatically load its saved details.
Create a Custom Line Item: If the item doesn’t exist, you can enter a new name and fill in the details manually:
Category / Description: Name of the charge
Rate: Set the cost per unit.
Quantity: Define how many units the service is being charged for.
Unit Type: Choose HR (Hourly), Fixed Price, or Per Unit
Tax: Apply tax (e.g., GST) if applicable.
Total Amount: Auto-calculated, but can be adjusted manually if required.
Note: When the HR (Hourly) unit is used, the system will later pull the total job duration from the Job Sheet or Crew App to calculate the final charge accurately.
Once all line items are added, click Submit & Close to finalize the estimate.
Completing the Estimate
After adding the required services, choose how you want to proceed:
Submit & Close → The system saves the estimate and redirects you to the Lead Summary Page.
Save & Send Estimate → A side pop-up appears for sending an estimate email to the customer.
Sending the Estimate
When you select Save & Send Estimate, a side pop-up opens with:
Booking Confirmation Steps: These can be rearranged via drag-and-drop before sending (if configured).
Estimate Email Template: The system automatically selects your default estimate template, but you can choose another if needed.
Note: If Booking Confirmation Steps are enabled, they appear at the top, followed by the estimate email.
Reordering Confirmation Steps
Users can drag and reorder the booking confirmation steps before sending the estimate.
Note: The confirmation steps will appear in the same order the customer will see them when booking.
Customising Confirmation Details
In the Confirmation Steps panel, you can choose exactly what information you want to request or display to the customer during booking confirmation.
By clicking on Details, you can select multiple fields such as pickup address, drop-off address, access details, job date and time, move size, furnished type, notes, and more. This allows you to tailor the confirmation process based on the information you need from the customer.
You can also change the order of the confirmation steps. To do this, simply click and hold the three-line (drag) icon next to a section and rearrange the panels into your preferred order. This gives you full control over how the confirmation flow appears to the customer.
This flexibility ensures customers only see relevant fields, while your team collects the right information every time.
Selecting a Different Email Template
If needed, users can change the email template before sending the estimate.
Click "Send" to Send the Estimate
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!