Customer

Use the Customer sheet to keep the move’s name, contact information, addresses, dates, and instructions together. Start with the details you know and return to update them as the plan becomes clearer.

Give your move a recognizable title

Use the first field as a move title or reference. It is currently labeled Job Number, but it accepts custom text. You do not need a job number to use it.

Choose something you will recognize when reviewing the move, for example:

• Dave’s Move
• Smith Family Move — October
• Job #1234

Enter the customer’s name separately in Customer Name. The move title identifies the move; the customer name identifies the person it belongs to.

Add contacts and locations

Enter Customer Phone Number and Customer Email Address for the person coordinating the move. Check the spelling and numbers before sharing.

Record each location in its matching field:

• Pickup Address: where the movers collect the items.
• Dropoff Address: where the items are delivered.
• Extra Stop Address: another location involved in the move, such as a storage unit.

If you are still choosing a destination, explain what is known so far. Confirm the actual addresses with your mover before finalizing travel, access, and scheduling.

Explain the timing and special instructions

Your Moving Date Window accepts a date or a useful description of your availability, such as “October 18” or “Any weekday during the last week of October.” Confirm the scheduled date with your mover.

Use Your note to the Movers for details you want them to read. For example: “Please call before arrival,” “Pickup parking is behind the building,” or “The building requires an elevator reservation.” Clear, specific notes help the mover understand what needs attention.

Review what you save and share

Choose the file or report that suits your recipient:

• Normal Save file (JSON) keeps Customer details with the other move fields so you can load your work later.
• Print Summary includes Customer, Room Summary, and Supplies.
• Full report or readable Email report can include Customer details along with inventory, estimates, Billing, and Payroll. Review business figures before sharing.
• Email or Survey submission data file (JSON) excludes Customer sheet fields. Personal details entered in other notes can still be included.

Check each attachment separately. A data file that excludes Customer fields does not mean the accompanying readable report excludes them too.

In the web estimator, Email prepares files and opens your mail app. Review the recipients, attach the downloaded files, and send the message yourself. See Save and share for the steps.

Forward info to Moving Consultant is optional. Select it only when you want the consultant included, and review the recipient list before sending.

Next steps

• Save and share: choose a report and finish sending
• Survey: review the separate after-move submission
• Welcome: understand the estimator’s instruction sheet

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