Customers
9 articles
- Customer Portal: OverviewThe Customer Portal gives your customers one secure place to view their booking details, review estimates, confirm bookings, make payments and track their service progress, all without needing to contact…
- Setting Up the Customer PortalChoose what your customers see in the Customer Portal and how it looks, using simple toggles, cards and checkboxes.
- What Customers See in the Customer PortalLearn what customers can view and do in the Movermate Customer Portal, including booking details, estimates, inventory, photos, signed documents, invoices, payments and job progress.
- Sharing the Customer Portal Link with CustomersEach lead and job in Movermate has its own unique Customer Portal link. You can add the portal link merge tag to your email and SMS templates so customers receive…
- Setting Up Booking Confirmation Steps in the Customer PortalLearn how to set up and customise booking confirmation steps in Movermate Customer Portal, including deposit payments, customer details, document signing and step ordering.
- How Customers Book, Prepare and Request Changes in the PortalLearn how customers confirm bookings, complete deposit payments and document signing, prepare for service day, track job progress and request booking changes through the Movermate Customer Portal.
- Customer Portal: Troubleshooting & FAQsHaving trouble with the Movermate Customer Portal? This guide covers common issues with portal access, booking confirmations, payments, inventory, uploaded files, signed documents and booking changes.