Optional Services Configuration

Customize MoversMate quotes by adding extra services to meet customer needs.

Clinton Harrison

Last Update 3 months ago

1. Adding Optional Services
  1. Go to Quotes and select a new or existing quote.

  2. Click Add Optional Services and choose from the list.

  3. Adjust pricing if needed and confirm selection.

  4. Save changes to include them in the quote.

2. Managing Optional Services
  • Edit or Remove Services – Modify added services as needed.

  • Create Service Bundles – Combine multiple services for package deals.

  • Use Defaults – Set frequently used services as standard options.

3. Best Practices

✅ Offer relevant add-ons to increase customer value. ✅ Keep pricing clear and transparent for each service. ✅ Regularly update service options based on customer demand.


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