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Auto-Populating an ICR from CRM Inventory

Add a customer’s inventory once in the CRM and it fills the ICR in the Crew App automatically. Your crew doesn’t need to type every item again. They can check each item and carry on.

1. Add the Inventory in the CRM

  1. Open the Lead or Job Summary in the CRM.

  2. Click the Inventory tab.

  3. Click + Add Inventory.

  4. Add the customer’s items. You can also click Generate with AI to build the list for you.

  5. Check the list. It shows Total Items, Total Volume and the items in each room.

To change the list later, click Edit. To save a copy, click Download.

2. Find the Items in the Crew App

You don’t need to do anything else. The items are added to the ICR for you.

  1. Open the assigned job in the Movermate Crew App.

  2. Go to the Job Summary.

  3. Tap the ICR tab.

  4. Your items are already in the list, sorted by room.

3. What the Crew Does Next

When the crew opens the ICR, they can:

  1. Check each item against what is being collected.

  2. Change the quantity if it’s different.

  3. Add the condition, photos or notes to each item.

  4. Add any extra item that isn’t on the list.

When they’ve finished, they review and submit the Uplift ICR as usual.

Tip: Add the inventory before the job day, so the items are ready when the crew opens the ICR. If you don’t add any inventory, the crew can still add items by hand in the ICR.

Next article: Adding Items During Uplift


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For further questions, contact the Movermate Product Experts at [email protected].

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