Book the Job
The customer opens their portal link and reviews the estimate.
They select Book Now.
They complete each step under Your confirmation steps, for example:
Deposit – pay the deposit to secure the booking
Contact details – confirm email address and phone number
Booking confirmation – review and sign the document
Each step is ticked when completed, and the counter updates, e.g. 3/3.
Booking Confirmed
Once all steps are done, the Overview shows a Booking confirmed card with every step ticked. The customer can select View booking summary at any time.
The progress bar at the top shows: Booking confirmed → Prepare for your service → Service day.
Prepare for Service Day
The customer then completes the Prepare for your service checklist:
Check your inventory – make sure all items are listed, including anything added since booking.
Confirm location and access details – check parking, stairs, lift bookings and any access restrictions.
Review your service requirements – label each box with its destination room and mark fragile items.
Keep your essentials with you – set aside keys, medications, documents and anything needed on the day.
When all four items are ticked, the customer selects Finish preparing.
The portal then shows You’re ready for your service day, with the service date and time slot. On service day, the Overview automatically shows job progress from your crew.
Request a Change
After booking, customers cannot edit details directly. Instead, they send a change request:
In Job Details, under Addresses & access, select Request change.
Enter only the values that need changing. Customers can request changes to:
Contact details – first name, last name, email address, phone number
Booking details – service date, time slot, move size, furnished type
Pickup and dropoff – address, property type, access, notes and an additional stop
Submit the request.
Your team reviews the request in the CRM before anything is updated.
Important Reminders
The booking steps customers see are the ones you set up in Booking confirmation steps.
Any deposit paid is deducted from the invoice balance.
Customers should request changes before their scheduled service.
Review and action change requests in the CRM promptly.
For any enquiries, contact the Movermate Product Experts at 📧 [email protected] We’re here to help.