Scheduling a survey allows you to assess a customer’s move before finalising pricing, resources, and planning. In Movermate, surveys can be created directly from both Leads and Jobs, giving you flexibility at any stage of your workflow.
Where to Find the “Schedule a Survey” Option
The option is located inside the Suggested Actions panel on the right-hand side of the screen.
Navigation Path:
Open a Lead or Job
Look to the right-hand side panel
Locate Suggested Actions
Click Actions
Select Schedule a survey
Step-by-Step: Schedule a Survey
Step 1: Open a Lead or Job
Go to Leads or Jobs from the main menu
Click on the relevant record
Step 2: Locate Suggested Actions Panel
On the right-hand side of the screen, you will see the Suggested Actions panel
This panel contains key actions related to the lead/job
Step 3: Click “Actions”
Inside the Suggested Actions panel
Click on the Actions dropdown button
Step 4: Select “Schedule a Survey”
From the dropdown list
Click Schedule a survey
A survey setup panel will open on the right
Click on Schedule a survey
Step 5: Enter Survey Details
Fill in the required fields:
Date & Time
Select when the survey will take place
Duration (minutes)
Default is 60 minutes
Adjust based on job size or complexity
Surveyor
Assign a team member responsible for the survey
Type
Choose:
Virtual
On-site
Description (Optional)
Add notes such as:
Access instructions
Parking details
Special requirements
Status
By default, the survey is set to Pending
You can update the status based on progress (e.g., Completed, Cancelled)
This helps track survey progress and visibility across your team
Step 6: Save the Survey
Click Save Changes
The survey will be successfully scheduled
Viewing Scheduled Surveys
Once a survey is created, you can view it directly within the lead or job.
Where to Find It
Open the Lead or Job
On the right-hand side panel, open the Actions dropdown and locate the Scheduled Surveys section
What You Can See
Each scheduled survey displays:
Survey Type (Virtual / On-site)
Status (e.g., Pending, Completed)
Date & Time
Duration
Assigned Surveyor
Description / Notes
Managing a Survey
From this section, you can:
Edit the survey
Delete the survey
What Happens After Scheduling
The survey is added to your Survey Calendar
The assigned surveyor can view it
It remains linked to the lead/job
You can edit or reschedule anytime
Learn more about managing surveys in the Survey Calendar:
Survey Calendar in MoverMate – Complete Guide
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!