Open the Customer Portal Settings
In the CRM, go to Settings.
Select Customise, then Customer Portal.
A live preview appears on the right. Select Hide preview if you need more room.
Choose the Portal Sections
Under Portal sections, use the toggle beside each section to turn it on or off:
Job Details
Estimate
Inventory
Photos
Signed documents
Invoice & payment
Job status
To change the order of the tabs, drag the handle (☰) on the left of a section.
Choose the Estimate Design
Under Estimate design, select one of the three cards:
Classic table – a traditional layout with item, quantity and total columns
Modern cards – each line item in its own card, easy to read on mobile
Minimal – a clean, compact list
Under Estimate content, tick the checkboxes for the details you want shown:
Estimate number
Description
Quantity
Unit rate
Tax column
Subtotal
Grand total
You can also change the Estimate heading, Total amount label, Notice heading and Notice message.
Customise the Booking Prompt
Under Booking & confirmation, edit the text customers see beside their estimate:
Heading
Button label (e.g. Book Now)
Description
Steps heading (e.g. Your confirmation steps)
Set Up Inventory Options
Under Inventory, turn these toggles on or off:
Allow customers to edit inventory – customers can update items and quantities until your staff lock the inventory
Allow custom items – customers can add items that are not in your standard list
Show item search – shows a search bar above inventory items
Show estimated volume – shows the live calculated move volume
Set Up Photos and Documents
Under Photos & documents, turn these toggles on or off:
Allow photo uploads – customers can upload move-related photos
Allow document uploads – customers can upload documents your team requests
Show signed documents – signed agreements stay available for customers to view
Set Up Invoices and Payments
Under Invoice & payments, turn these toggles on or off:
Show invoice balance – shows the outstanding amount
Allow online payment – shows the payment button when a payment method is set up
Show paid invoices – customers can see past paid invoices
You can also change the Payment button label (e.g. Pay Now) and choose Receipt access (e.g. Show after payment).
Important Reminders
Check the live preview before sharing portal links with customers.
Online payment only shows when an eligible payment method is set up.
Customers can only edit inventory until your staff lock it.
For any enquiries, contact the Movermate Product Experts at 📧 [email protected] We’re here to help.