What Is the Customer Portal?
Every lead and job in Movermate has its own Customer Portal link. When a customer opens it, they see their booking at a glance, with their name, job number and service date at the top.
What Customers Can Do in the Portal
Review their job details, addresses and access
View and download their estimate
Book the job and complete the booking confirmation steps
Pay the deposit and invoices online
Add or edit their inventory
Upload photos and files
View signed documents
Follow job progress on service day
Request changes to their booking
How the Portal Works with the CRM
The portal is linked to the job in the CRM. Anything your team adds in the CRM, such as estimate items, inventory, invoices and documents, appears in the portal automatically. Anything the customer adds in the portal, such as inventory items and photos, appears in the CRM.
Important Reminders
Set up the portal under Settings → Customise → Customer Portal before sharing links.
Turn on only the sections you want customers to see.
Add the Customer Portal link merge field to your email and SMS templates.
Photos and files uploaded in the portal can only be deleted from the CRM.
For any enquiries, contact the Movermate Product Experts at 📧 [email protected] We’re here to help.