Adding a new customer in Movermate is a simple process that allows you to store and manage customer information efficiently. Follow this guide to add a customer, including their contact details, company information, and multiple email or phone numbers.
Access the Customer Section
Navigate to the Customers section from the left sidebar in the MoverMate dashboard.
Click on the + Add Customer button at the top-right corner.
Enter Customer Details
A side panel will appear where you can input the customer’s information:
Basic Details
First Name & Last Name (Required) – Enter the customer's full name.
Company Name (Optional) – If the customer represents a business, enter the company name. If it's an individual, leave it blank.
Contact Information
Email Address – Enter the customer’s email.
Click + Add another email address if the customer has multiple email addresses.
Phone Number – Enter the primary phone number.
Click + Add another phone number to add multiple contact numbers.
Save the Customer
After filling in the necessary details, click Add Customer at the top-right of the panel.
The customer will now be saved and appear in the Customer List.
Manage Customer Records
Once added, the customer will be displayed in the Customer List where you can:
Edit Details – Click the pencil icon next to a customer to modify their information.
Delete a Customer – Click the trash icon to remove a customer from the list.
