The Job Summary page in Movermate provides a complete, centralised view of a job. It brings together customer information, job details, scheduling, inventory, financials, and activity tracking, allowing you to manage every aspect of a job efficiently from one place.
Below is an overview of each section available on the Job Summary page.
Personal Details Section
This section contains:
Personal Details
This section displays the customer’s core contact information:
Customer Name
Email Address
If multiple email addresses are saved, this will appear as (+number)Phone Number
If multiple phone numbers are saved, this will appear as (+number)Job Status
All personal details can be updated at any time by clicking the Edit icon.
Job Details Section
This section displays:
Job Details
The Job Details section outlines the key information related to the move:
Job Type (Moving, Packing, or Unpacking)
Preferred Time Slot (Morning, Afternoon, or All Day)
Moving Date (if applicable)
Lead Source (for example, Google Ads or Referral)
Move Size (for example, 1-bedroom, 2-bedroom)
Furnished Type (Lightly Furnished, Fully Furnished)
All fields in this section are fully editable.
Location Details Section
This section shows the addresses associated with the job:
Pickup Address
Drop-off Address
Job Address (used for Packing and Unpacking jobs)
Pickup and drop-off locations can be edited as needed.
Activity Log
The Activity Log keeps a record of all job-related actions and updates, including:
Job status changes
Internal notes
SMS and email communications
Payment updates
Crew assignments and changes
You can filter the Activity Log to quickly locate specific actions or updates.
Inventory Section
The Inventory section provides a clear view of all items associated with the job:
Total Items added
Total Volume (displayed in cubic metres)
Itemised inventory list (for example, Queen Mattress, Boxes)
Inventory items can be added, edited, or updated as required.
Estimate Section
The Estimate section helps you understand and manage job pricing by showing:
Estimated charges
Minimum time requirements
Detailed cost breakdown
Downloadable estimate document
This ensures pricing transparency before and during the job.
Job Schedule
The Job Schedule section outlines when and how the job will be carried out:
Location details
Schedule details, including:
Shift slot
Arrival slot
Start and end time
Additional notes
Assigned crew members or subcontractors, including drivers and movers
Crew members and vehicles can be updated or reassigned as required.
Finance Section
The Finance section records all financial activity related to the job:
Invoices – View invoice status, amounts, and due dates
Payments – Track received payments, methods, and outstanding balances
Expenses – Record job-related costs such as wages, fuel, or other expenses
All financial transactions are stored here for accurate tracking and reporting.
Files & Photos
This section allows you to manage job-related documentation:
Upload and store important files
View pre-move and post-move photos for reference
Photos uploaded by the crew through the Crew App are also saved here, ensuring complete documentation for records or dispute resolution.
Actions & Suggested Actions
Actions Button
Perform key actions such as sending notifications, updating job details, or closing the job.
Suggested Actions Panel
Displays system-recommended next steps based on job progress, such as marking a job as closed once all tasks are completed.
Invoice & Payment Records
This section provides a clear overview of billing and payments:
Invoice details, including due date, amount, and status
Payment records showing received and pending amounts
This helps you monitor outstanding balances and manage payments efficiently.
The Job Summary page acts as the central workspace for managing jobs in Movermate, helping your team stay organised, informed, and in control throughout the entire job lifecycle.
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!