This Is an overview of the Customer Portal 2.0!
Starting at the top, we have cleaned everything up and made the main info for the job Clear and present right at the top.
Black Box - You have the status of the estimate and estimated totals.
Orange Box - Clearly states the date the job is booked
Maroon Box - You have the option to print and sign the estimate. Followed by all of your company info.
Red Box - Has the customer info that they can edit if they ever need to.
Yellow Box - This feature will show who did the estimate and who booked it.
Map and Location
Lime Green Box - Shows the move date, days until the move, arrival timeframe, and booking Number.
Turquoise Box - This map will show the customer where the crew is when they hit en route with the MoveitPro App. **must have ProApp access for tracking to be available for customers**
Purple Box - Clearly shows all stops from the beginning to the end of the job.
Job Details
Blue Box - Will show all of the details and measurements of the job.
Green Box - This is the pricing breakdown section. You can see a full breakdown of charges being applied.
Grey Box - You can also view the inventory with a click of a button. As shown below.
Packing Materials
On the left side of the Portal, Packing materials will be shown as they are above. With the amount and price of each item and the total at the bottom.
Estimates Notes
Finally, we have the estimates note section. This will show all of the notes added by sales reps and it will also show the Deposit that was taken.