The Lead Summary page in Movermate provides a comprehensive overview of a lead, including customer details, lead specifics, financials, communication history, and key actions required to manage and convert the lead efficiently. 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))
Lead Status (e.g., New, Contacted, Follow-Up, Converted – Can be updated)
All personal details can be edited by clicking the Edit icon.
Lead Details Section
This section displays:
Job Type (Moving, Packing, or Unpacking)
Preferred Time Slot (Morning, Afternoon, or All Day)
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 leads)
You can edit the pickup and drop-off locations as required.
Activity Log
The Activity Log records all lead-related activities, including:
Lead status updates
Internal notes
SMS & email communication
Follow-up reminders
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
This helps in quoting potential customers accurately.
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 lead-related costs such as advertising or operational expenses.
All financial transactions related to the lead are recorded here.
Files & Photos
This section allows:
Uploading & managing documents
Pre-move & post-move photo storage for reference
This ensures proper documentation for customer records and disputes. Photos uploaded by the crew via the Crew App will also appear here.
Actions & Suggested Actions
Actions Button: Allows key actions like sending notifications, updating details, or converting the lead into a job.
Suggested Actions Panel: Provides recommendations based on lead progress (e.g., "Convert to Job" when the lead is ready).
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.