Overview
Shows the service date, time slot, job address, estimate summary and the customer’s next action, such as Book Now. Customers can also select Download here to download their estimate. After booking, it shows the customer’s progress: Booking confirmed → Prepare for your service → Service day.
Job Details
Shows contact details, service date, time slot, job size, furnishing, addresses and access, and the services booked. Customers can select Request change to ask for updates.
Estimate
Shows every item your team adds to the estimate in the CRM, with rate, quantity, tax, subtotal and estimated total. To download the estimate, customers use the Download option on the Overview tab.
Inventory
Shows the total number of items and each item with its quantity.
Customers can add or edit items from the portal (if turned on in settings).
Your team can also add items from the CRM.
Both stay in sync.
Photos
Shows photos and files linked to the booking. Customers can select Upload Photo or Upload File.
Customers can add photos and files, but cannot delete them.
Photos and files can only be deleted by your team from the CRM.
Signed Documents
Shows every document the customer signed during the booking confirmation steps, such as the Booking Confirmation.
Invoice & Payment
Shows invoices raised in the CRM, including invoice number, invoice date, due date, line items, payments received and outstanding balance. Customers can select Pay Now to pay online.
Job Status
Shows live updates from your crew’s jobsheet on service day, such as Job started and Job completed.
Important Reminders
Customers only see the tabs you turn on in settings.
A Get help button is shown on every page so customers can contact your team.
Any deposit paid is shown in payments received and deducted from the balance.
For any enquiries, contact the Movermate Product Experts at 📧 [email protected] We’re here to help.