Accessing Storage Configuration Settings
Log in to your MoverMate CRM account.
From the left sidebar, navigate to Settings
Under the Jobs section, click on Storage Configuration.
Storage Unit Statuses Configuration
Access Storage Unit Statuses settings
Navigate to the Storage Unit Statuses tab in the Storage Configuration section.
Search Bar
The search bar allows you to quickly find a specific storage unit status by name.
Add a new Storage Unit Status
Click on the + Add Storage Unit Status
A Storage Unit status sheet pop-up will appear
Enter Storage Unit Status Details
Name – The name of the storage unit status (e.g., Available, Booked, Maintenance)
Is Default – Indicates whether the status is set as the default for new storage units
Edit or Delete Storage Unit Status
Navigate to Actions and click on three-dot menu (⋮)
Edit to make Storage Unit Status as default
Delete to remove Storage unit status
Storage Job Statuses Configuration
Access Storage Job Statuses settings
Navigate to the Storage Job Statuses tab in the Storage Configuration section.
Search Bar
The search bar allows you to quickly find a specific storage job status by name.
Add a new Storage Job Status
Click on the + Add Storage Job Status
A Storage Job status sheet pop-up will appear
Enter Storage Job Status Details
Name – The name of the storage job status (e.g., In Progress, Active,Completed, Cancelled)
Is Default – Indicates whether the status is set as the default for new storage jobs
Edit or Delete Storage Job Status
Navigate to Actions and click on three-dot menu (⋮)
Edit to make Storage Job Status as default
Delete to remove Storage job status
Warehouse Configuration
The Warehouses section allows you to manage all storage locations within your system.
Access Warehouse settings
Navigate to the Warehouse tab in the Storage Configuration section.
Search Bar
The search bar allows you to quickly find a specific warehouse by name.
Add a new Warehouse
Click on the + Add Warehouse
A Warehouse sheet pop-up will appear
Enter Warehouse Details
Name – The name of the warehouse
Edit or Delete Warehouse
Navigate to Actions and click on three-dot menu (⋮)
Edit to change the name of the Warehouse
Delete to remove the Warehouse from the system
Materials & Equipment Configuration
This section allows you to manage the materials and equipment used in storage operations.
Access Materials & Equipment settings
Navigate to the Materials & Equipment tab in the Storage Configuration section.
Search Bar
The search bar allows you to quickly find a specific Materials & Equipment by name.
Add a new Material
Click on the + Add Material
A Materials sheet pop-up will appear
Enter Materials Details
Name – The name of the Material (e.g. Plastic wrap, Furniture pads, Paper, etc)
Edit or Delete Materials
Navigate to Actions and click on three-dot menu (⋮)
Edit to change the name of the Material
Delete to remove the Material from the system
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!