The MoverMate Crew App allows users to add or modify estimates directly within a job. Follow these steps to efficiently update job pricing and charges.
1. Accessing the Estimate Tab
Open the MoverMate Crew App and log in.
Navigate to the Home tab and select the job you want to edit.
Tap on the Estimate tab to view the existing estimate details.
2. Adding a New Item to the Estimate
Click on the + Add Item button at the bottom of the screen.
Start typing in the Category field.
If the item exists in the database, select it from the dropdown.
If manually entered (not suggested from the dropdown), details will need to be filled in manually.
Enter the Rate, Unit, and Quantity.
Select the applicable Tax Type (e.g., GST).
If necessary, add a Description for the charge.
Tap Save to add the item to the estimate.
3. Editing an Existing Estimate Item
In the Estimate Tab, locate the item you want to modify.
Tap the Edit (Pencil) icon next to the item.
Adjust the Rate, Quantity, Tax, or Description as needed.
Tap Save to update the estimate.
4. Deleting an Estimate Item
Locate the item in the Estimate Tab.
Tap the Delete (Trash Bin) icon next to the item.
Confirm the deletion when prompted.
5. Finalizing the Estimate
Review all estimate details to ensure accuracy.
The estimate will automatically update the job’s total cost.
Any changes will be reflected in the invoice summary at the end of the job.