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Getting Started

Last Update 3 months ago

Quick Start Guide for MoversMate Basic Account Setup Understanding the Dashboard Basic Navigation

Basic Account Setup

Set up your MoversMate account in a few simple steps for a smooth experience.

Clinton Harrison

Last Update 3 months ago

1. Accessing Account Settings

  1. Login – Go to the MoversMate Login Page and enter your credentials.

  2. Navigate to Settings – Click on your profile icon and select Company Configuration.

2. Updating Business Information

  1. Add Business Details – Enter your company name, contact information, and business address.

  2. Upload Your Logo – Helps personalize your quotes and emails.

  3. Set Default Preferences – Configure currency, measurement units, and default pricing.

3. Managing Users & Permissions

  1. Add Team Members – Go to User Access Control and invite staff members.

  2. Assign Roles – Define permissions based on roles (e.g., Admin, Sales, Operations).

4. Configuring Notifications

  1. Enable Email & SMS Alerts – Get notifications for new bookings and customer updates.

  2. Customize Notifications – Choose what updates you want to receive.


✅ Once these steps are complete, your account is set up and ready to use! You can now create quotes, manage bookings, and optimize operations.


Need help? Visit our Support Page.

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