The Job Summary page in Movermate provides a comprehensive overview of a job, including customer details, job specifics, financials, inventory, and key actions required to manage the job effectively. Here’s a breakdown of each section:
Personal Details Section
This section contains:
Customer Name
Email Address (If multiple emails are added, it will display as (+quantity))
Phone Number (If multiple phone numbers are added, it will display as (+quantity))
Status
All personal details can be edited by clicking the Edit icon.
Job Details Section
This section displays:
Job Type (Moving, Packing, or Unpacking)
Preferred Time Slot (Morning, Afternoon, or All Day)
Moving Date (if applicable)
Lead Source (e.g., Google Ads, Referral)
Move Size (e.g., 1-bedroom, 2-bedroom)
Furnish Type (Lightly Furnished, Fully Furnished)
Every detail in this section can be edited.
Location Details Section
This section provides:
Pickup Address
Drop-off Address
Job Address (For packing and unpacking Job)
You can edit the pickup and drop-off locations as required.
Activity Log
The Activity Log records all job-related activities, including:
Job status updates
Internal notes
SMS & email communication
Payment updates
Crew assignments
You can filter logs to quickly find specific actions.
Inventory Section
This section includes:
Total items added
Total volume (in cubic meters)
Itemized inventory breakdown (e.g., Queen Mattress, Boxes)
Users can add or modify inventory as needed.
Estimate Section
This section provides:
Estimated charges
Minimum time required
Breakdown of estimated costs
Downloadable estimate file
It ensures transparency in job pricing.
Job Schedule
This section outlines:
Location Details
Schedule Details (Shift Slot, Arrival Slot, Start Time, End Time, Additional Note)
Assigned Crew Members/ Subcontractor (Drivers, Movers)
Movers and trucks can be updated or reassigned.
Finance Section
The Finance tab includes:
Invoices – Displays invoice details, including status, amount, and due date.
Payments – Tracks received payments, method, status, and remaining balance.
Expenses – Records job-related costs such as Employee wages and fuel expenses.
All financial transactions related to the job are recorded here.
Files & Photos
This section allows:
Uploading & managing documents
Pre-move & post-move photo storage for reference
This ensures proper documentation for dispute resolution and customer records. The photos uploaded by crew from crew app will be recorded in this section as well.
Actions & Suggested Actions
Actions Button: Allows performing key actions like sending notifications, updating details, or closing the job.
Suggested Actions Panel: Provides recommendations based on job progress (e.g., Mark Job Closed when all tasks are completed).
Invoice & Payment Records
This section maintains:
Invoice Details (Due date, Amount, Status)
Payment Records (Received & Pending Amounts)
Users can track payments and manage outstanding balances efficiently.
