The Survey Calendar in MoverMate allows you to schedule and manage pre-move surveys efficiently.
It provides a visual timeline of all surveys assigned to surveyors, helping you:
Allocate surveyors
Monitor survey workload
Avoid double bookings
Track virtual and onsite surveys
Manage surveys across multiple branches
How to Access the Survey Calendar
From the left-hand menu:
Left Menu → Calendar → Survey
1. Understanding the Layout
The Survey Calendar is structured into three main sections:
1. Surveyor Panel (Left Side)
This displays all active surveyors in your system.
Each surveyor row includes:
Surveyor name
Role (Surveyor)
This allows you to clearly see which surveys are assigned to which team member.
2. Timeline View (Center Section)
The center panel displays:
Dates across the top
AM / PM sections
Survey time blocks
A vertical red line indicating current time (in Week view)
Each survey appears as a block in the timeline under the assigned surveyor.
Survey blocks typically display:
Customer name
Survey type (Virtual / Onsite)
Time duration
This visual layout helps you easily review availability and workload.
3. Branch Filter (Top Right)
Click the Branch button to filter surveys by location.
You can:
Search branch name
Select one or multiple branches (e.g., Brisbane, Perth, Melbourne)
The calendar updates automatically based on your selection.
2. Date Navigation
At the top of the page, you’ll see:
Current month (e.g., March 2026)
Navigation arrows (← →)
Current date range (e.g., Mar 1 – Mar 7, 2026)
You can switch between weeks or days using navigation arrows.
3. Calendar View Options
The Survey Calendar allows you to toggle between:
Day View
Week View
These icons are located near the top right of the screen.
4. Calendar Settings (⚙️)
Click the Settings (Gear icon) to configure display preferences.
Available settings include:
Display Options
Use dot badge
Use 24-hour format
Default View
Day
Week
Adjust these settings to match your operational preferences.
5. Refresh Button
Click Refresh to reload survey scheduling data.
This is helpful when:
Another team member updates assignments
New surveys are created
You want to ensure the calendar reflects current changes
6. Survey Blocks (Understanding Survey Details)
Each survey block shows:
Customer reference
Survey timing
Survey type
In some cases, you may also see:
Virtual survey indicator
Onsite survey label
This helps differentiate between:
In-person surveys
Remote/video surveys
7. Identifying Survey Availability
Because surveys are arranged under each surveyor:
You can instantly identify free time slots
You can prevent double booking
You can balance survey workload among team members
The clean grid layout ensures clear operational visibility.
8. Red Time Indicator (Week View)
In Week View:
A vertical red line shows the current time.
This helps monitor real-time survey activity.
9. When to Use the Survey Calendar
The Survey Calendar is ideal for:
Planning pre-move surveys
Allocating surveyors efficiently
Managing survey workload across branches
Monitoring virtual survey scheduling
Preventing scheduling conflicts
Quick Comparison Table
Job Calendar | Scheduling Calendar | Survey Calendar |
View booked jobs by date | Assign trucks & crew to jobs | Schedule and assign surveys |
Best for booking visibility | Best for operational planning | Best for survey management |
Organized by date | Organized by resource | Organized by surveyor |
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!