MoverMate allows you to customise the Job Sheet Terms and Conditions that customers sign on the day of the move, either on-site or digitally. These terms are separate from the Booking Confirmation terms and are managed in the Job Configuration settings.
Purpose of the Job Sheet Terms and Conditions
Job Sheet Terms and Conditions outline the rules and responsibilities that apply on the moving day.
These usually cover things like:
Liability and damage policies
Access requirements (stairs, lifts, parking, etc.)
Payment expectations
Customer responsibilities on the day of the move
These terms are shown to the customer and must be signed on the job day.
Steps to Edit the Job Sheet Terms and Conditions
Navigate to Settings
From the left-hand navigation menu, click on Settings (gear icon).
Scroll down to the Jobs section.
Click on Jobs Configuration.
Open the Terms Editor
In the Job Configuration screen, go to the Job Number tab.
Locate the section titled Jobsheet Terms and Conditions.
Click the Edit icon (pencil) on the right.
Customise the Content
A rich text editor will appear where you can enter or modify your terms.
You may:
Add or edit clauses (e.g., access requirements, damage liability, insurance notes).
Use formatting options such as headings, bold, bullets, and numbered lists.
Include merge tags if needed (e.g.,
{{Customer_Name}},{{Job_ID}}).
Ensure your language is clear, professional, and legally compliant.
Save the Changes
Once editing is complete, click Save at the bottom right.
These terms will now appear in the Job Sheet that the customer is required to sign on the day of the move (either digitally or in printed form).
Note: Job Sheet Terms are different from Booking Confirmation Terms.
Booking Terms apply before the job is confirmed.
Job Sheet Terms apply on the moving day.
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!