Overview
Movermate has two kinds of licence. Each employee gets the one that matches how they work. This article explains the difference and how to give or change a licence.
1. Know the difference
| CRM licence | Crew licence |
Who it's for | Your office team: sales, dispatch, admin and managers | Movers and drivers in the field |
Where they use it | Movermate on a computer or browser | The Movermate Crew App on a phone |
What they do | Manage leads, estimates, bookings, scheduling and invoices | See their jobs, complete checklists and record work on site |
In short: the CRM runs the business. The Crew App runs the job.
2. Choose the right licence
Works at a desk, quotes customers or schedules jobs? Give them a CRM licence.
Moves furniture or drives the truck? Give them a Crew App licence.
Needs both? You can give them both, depending on what they do.
3. Give or change a licence
Go to Resources → Employees.
Click the three dots next to the employee, then Edit.
Open User Access and click Edit.
Choose the CRM and/or Crew App licence the employee needs.
Save.
You also choose a licence when you first add an employee. See Adding an Employee (CRM).
For further questions, contact the Movermate Product Experts at [email protected].