Lead Summary Overview

Customer Name

Company Name (this field is optional for individual clients)

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 (Displays the current lead status, such as New, Contacted, Follow-Up, or Quoted.)

Job Type: Indicates whether the service is Moving, Packing, or Unpacking.

Moving Date: The scheduled date of the move.

Preferred Time Slot: Specifies the client’s preferred time window, such as Morning, Afternoon, or All Day.

Lead ID: A unique identifier automatically generated for each lead.

Branch: The job’s designated location.

Representative: The team member assigned to manage the lead.

Lead Source: Indicates where the lead originated from (e.g., Website, Google Ads, Referral).

Move Size: The size of the move, such as 1 Bedroom, 2 Bedrooms, etc.

Furnish Type: Describes the level of furnishing, such as Lightly Furnished or Fully Furnished.

Tags: Additional labels used to categorise the lead (e.g., Corporate Client).

Every detail in this section is fully editable, allowing updates or corrections at any time.

Pickup Address: Full address along with property details, access level, and location notes.

Drop-off Address: Destination address with property details, access level, and location notes.

Job Address (For packing and unpacking leads)

Lead status updates

Internal notes added by team members

SMS and email communication

Follow-up reminders and scheduled tasks

Estimate additions or modifications

Location or job detail updates

Any automated system-generated actions

Total Items: A complete count of all inventory items.

Total Volume: The combined volume of the items, displayed in cubic meters (m³).

Room-by-Room Breakdown: An organised list of items grouped by areas such as Bedroom, Garage, Boxes, Bathroom, and more.

Lock the Inventory: Once locked, the customer can no longer edit the inventory, but CRM users can still make changes.

This provides transparency and helps resolve disputes or track adjustments made during the quoting and booking process.

Download Inventory: Users can download the inventory as a CSV or PDF using the Download button.

Add boxes, wrapping materials, and consumables

Track quantities and associated costs

Include packing materials in quotes and invoices

Users can add, edit, or remove inventory items as and when required, ensuring the list always reflects the most accurate details.

Estimated Charges: A breakdown of all job-related costs.

Minimum Time Required: The minimum number of hours estimated for the job.

Breakdown of Estimated Costs: This section provides a detailed breakdown of the estimated charges, including categories such as Toll, Parking Fee, and others. Each category is displayed with the following details:

Downloadable Estimate File: Users can also download the estimate for easy sharing with customers.

Pickup Address

Drop-off Address

Shift Slot: The time period allocated for the move (e.g., Afternoon (pm))

Arrival Slot: (e.g., 01:00 PM - 02:00 PM)

Start Time: The scheduled start time for the job (e.g., 01:00 PM)

End Time: The expected end time for the move (e.g., 06:00 PM)

Booking Notes: Any additional notes for the schedule (e.g., "Special instructions for access")

Trucks: Displays the trucks allocated for the move, including the truck identifier.

Movers: The team assigned to the job.

Notify: A notification button to alert crew or relevant parties about the schedule details.

This section ensures that the job is accurately scheduled, with all necessary resources and details accounted for.

The Crew Details section is available only in the Job view, whereas in the Lead view, scheduling details are managed without crew assignments.

Invoices: Displays detailed information for each invoice, including the invoice number, its current status(such as paid or overdue), the total amount, and the due date.

Payments: Tracks payments made for the job, including the payment method (such as card, bank or cash), payment status (such as paid or pending), the amount paid, and any remaining balance.

Expenses: Records any costs associated with the lead/job, including advertising costs and operational expenses.

Pre-move and Post-move Photos

Invoices, Estimates, and Other Documents

Photos uploaded by the crew via the Crew App (for reference, and resolving potential disputes)

The Actions dropdown gives you quick access to important lead-related functions. From here, you can perform tasks such as:

This menu is designed to streamline updates and communication without navigating away from the lead page.

The Suggested Actions section displays smart recommendations based on the current progress of the lead.
For example:

Displays the invoice number, status (e.g., Paid), invoice date, and due date.

Includes a detailed item breakdown, showing: each item with its category, rate/unit, quantity, tax, and amount.

At the bottom, users can see the subtotal, tax, discounts, total amount, and any deposits or processing fees.

Shows all payments linked to the invoice.

Displays the payment amount, status, date, description, and payment type.

Allows users to add new payments using the “Add Payment” button.