Quick Start Guide for MoversMate

1. Sign Up & Login – Visit MoversMate Login Page and create your account.

2. Set Up Your Profile – Go to Settings > Company Configuration to add your business details.

3. Explore the Dashboard – Get familiar with key sections: Quotes, Bookings, and Customers.

1. Go to Quote Management – Click Create New Quote.

2. Enter Customer & Move Details – Add pickup and drop-off locations.

3. Add Inventory – List items being moved for accurate pricing.

4. Review & Send – Check details and send the quote to the customer.

1. Convert Accepted Quotes – Turn confirmed quotes into bookings.

2. Schedule Jobs – Assign staff and set move dates.

3. Track Status – Monitor upcoming jobs from the Bookings section.

4. Add to Personal Calendar – Export bookings to Google Calendar, Outlook, or Apple Calendar for easy tracking.

5. Convert Accepted Quotes – Turn confirmed quotes into bookings.

6. Schedule Jobs – Assign staff and set move dates.

7. Track Status – Monitor upcoming jobs from the Bookings section.

• Use Templates for quick quoting.

• Keep Customer Records up to date.

• Check the Calendar for upcoming moves.

Need help? Visit our Support Page.