Overview: Add the customer’s items to a lead or job so everyone knows what is being moved. The list gives you the total items and total volume, and it can be shared with your crew in the Crew App.
1. Open the Inventory Tab
Go to the job or lead.
Open the Job Summary.
Click the Inventory tab.
If nothing has been added yet, you’ll see No Inventory Added, with the options + Add Inventory and Generate with AI.
2. Click Add Inventory
Click + Add Inventory. The Add Inventory page opens, with your inventory items and a Consolidated Items summary on the right.
3. Choose a Category
Your categories show across the top, for example Bedrooms/Study, Store Room, Kitchen, Lounge, Family, Garage, Boxes, Outside and Office.
Click a category to see its items.
Use the arrows at either end to scroll through more categories.
Use the Search bar to find an item by name.
4. Add Items
Each item shows its name, its picture and its volume.
Find the item you need.
Click + to add one, or type the quantity in the box.
Click − to reduce the quantity.
To take an item off the list, click the red bin icon beside it, or set the quantity back to 0. The bin shows once an item has been added.
Repeat for every category until all items are added.
Can’t find an item? Click + Add Custom Item to add it yourself. See Adding Custom Inventory Items.
5. Check the Consolidated Items Summary
The Consolidated Items panel on the right updates as you go. It shows:
Each category with the items you’ve added and their count.
Total Items.
Total Volume (m³).
Click the arrow beside a category to expand or collapse it.
To clear everything and start again, click Reset List.
6. Save the List
Click Save. To leave without saving, click Cancel.
7. View the Saved Inventory
Back on the Inventory tab, you’ll see:
Total Items and Total Volume at the top.
Your items grouped by category, each with its number of items and volume.
The quantity for each item.
Click the arrow beside a category to expand or collapse it. Use Inventory and Packing Material to switch between the two lists.
8. What You Can Do Next
On the Inventory tab:
Edit: Change the list.
Generate with AI: Build the list with AI.
Download: Save a copy of the list.
Three-dot menu: More options.
On the Add Inventory page:
Send Link: Send the list to your customer. See Sending the Inventory Link to a Customer.
Export: Export the list.
Tip: Once the inventory is added, it fills the ICR in the Crew App automatically. See Auto-Populating an ICR from CRM Inventory.
Next article: Sending the Inventory Link to a Customer
Related articles
Sending the Inventory Link to a Customer
Adding Custom Inventory Items
Editing an Inventory Item’s Volume
Removing an Item from Live Inventory
Managing System Inventory
Auto-Populating an ICR from CRM Inventory
For further questions, contact the Movermate Product Experts at [email protected].