Movermate lets you control who can use your account and exactly what they can do. Everyone who works in Movermate is added as an employee, and each employee has three settings that work together:
Licence: CRM for office staff, or Crew App for movers and drivers.
Role: decides what they can see and do.
Branch: sorts your team and helps assign jobs, if you work from more than one location.
Because these settings work together, this guide is split into groups, so you can go straight to the part that's relevant to your task.
Adding & Managing Employees
Everything you need to set up and look after your team members:
Controlling Access
Choose what each person can see and do:
Subcontractors
Work with people outside your team:
Account Security
Keep your account safe:
Not sure where to start?
If you're adding someone new to your team, start with Adding an Employee (CRM).
If you're not sure which licence or role to give someone, go to Understanding CRM & Crew Licences.
If you want to secure your login, go to Enabling Two-Factor Authentication (2FA).
If you use outside crews or contractors, go to Adding & Managing Subcontractors (CRM).
For further questions, contact the Movermate Product Experts at [email protected].