Adding a new customer in MoverMate is a simple process that allows you to store, manage, and reuse customer information efficiently across jobs, quotes, and invoices.
Follow this guide to add a customer, including contact details, company information, and multiple email or phone numbers.
Access the Customer Section
From the left-hand sidebar in your MoverMate dashboard, click Customers.
In the top-right corner, click + Add Customer.
This will open a side panel where you can enter the customer’s details.
Enter Customer Details
A side panel will appear where you can input the customer’s information:
Basic Details
First Name (Required) & Last Name
Enter the customer’s full name.Company Name (Optional)
If the customer represents a business, enter the company name. For individual customers, this field can be left blank.
Contact Information
Email Address
Enter the customer’s primary email address.
Click + Add another email address if the customer has multiple email addresses.
This is useful when sending estimates, invoices, or booking confirmations to more than one contact.
Phone Number
Enter the customer’s primary phone number.
Click + Add another phone number to add additional contact numbers.
This ensures your team can easily reach the customer when needed.
Billing Address
Enter the customer’s Billing Address.
The billing address is used on:
Invoices
Payment receipts
Financial records and reporting
Adding the billing address at the customer level helps ensure accurate documentation and reduces the need for manual entry later.
Save the Customer
Once all required details have been entered:
Click Add Customer in the top-right corner of the panel.
The customer will be saved and will immediately appear in the Customer List.
The customer will now be saved and appear in the Customer List.
Manage Customer Records
After a customer has been added, you can manage their information directly from the Customer List.
Available Actions
Edit Customer Details
Click the pencil icon next to a customer to update their name, contact information, or company details.
Delete a Customer
Click the trash icon to remove a customer from the list.
Note: Deleting a customer may affect jobs or invoices linked to that customer. It’s recommended to edit details instead of deleting where possible.
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!