Settings Configuration | Movermate | Help Center

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Settings Configuration

Settings Configuration

41 articles

General Settings

How to Edit Your Business Details in Movermate CRM

How to Edit Your Profile Details in Movermate CRM

How to Set Shift Slots in Movermate CRM

How to Add a Depot in Movermate CRM

How to Create and Manage Automation in Movermate

Roles and Permissions

Quick Guide to Configuring Roles and Permissions in Movermate

Step-by-Step Guide to Configuring App Roles in MoverMate

How to Configure Jobs in MoverMate CRM

Job Sources Configuration

Steps for Configuring Booking Confirmation

How to Create a Custom line item in Movermate CRM

How to Add Moving Hourly Rate Items in Movermate CRM

How to Add Packing Hourly Rate Items in Movermate CRM

How to Add Unpacking Hourly Rate Items in Movermate CRM

How to Configure Packing Materials in Movermate

Finance Settings

Configuring Invoice Settings in Movermate

Configuring Estimate Settings in Movermate

Configuring Payment Settings in Movermate

Configuring Tax Settings in Movermate

Email Template Settings in Movermate

Creating an Email Template with the Visual Editor

How to Connect and Configure Gmail for Email Integration in MoverMate

Enable SMS Service

How to Buy SMS Credits and Set Auto Top-Up in Movermate CRM

Creating an SMS Template

Enable SMS Service

Inventory Settings

System Inventory Management in Movermate

Managing ICR Inventory in MoverMate

Movermate Onsite Safety Risk Assessment: Comprehensive Guide for Setup and Use

How to Create a Pre-Move Checklist in Movermate CRM

How to Create a Post-Move Checklist in Movermate CRM

How to Connect Stripe with MoverMate

How to Connect Google Maps in Movermate

How to Connect Gmail for Email Integration in Movermate

How to Automatically Create Leads or Jobs in Movermate from Any Online Form Using Zapier

How to Automatically Create Leads or Jobs in MoverMate Using Integrately

How to Automatically Create Leads or Jobs in Movermate Using Pabbly Connect

Pabbly Integration

Zapier Integration

How to Connect Xero with Movermate

Configure Templates

Customising Document Templates in MoverMate