Save and share your move

A couple reviewing a move on a laptop

Keep your work and share the right view of the move.

Save a data file to continue editing later, or create a readable report for the person who needs it. Choose a full report, summary, inventory, or labels to suit the task.

Save after important changes. Before sending, review the report, recipients, and attachments, then complete the send in your mail app.

Keep a copy you can return to, and share a report the recipient can read. The web estimator provides both, but they do different jobs: Save keeps the move data for later editing; Save Report creates a readable snapshot.

Choose the copy you need

  • To continue working later: use Save and keep the downloaded JSON file. Use Load to restore it.
  • To read or share the plan: open More actions → Save Report for an HTML report, or choose a print report.
  • To send the move by email: use Email, review the prepared files, and finish sending from your mail app.

JSON is the move-data file the estimator can load. HTML is a report you can open in a browser. You do not need to edit either file yourself.

Save work in the web estimator

  1. Select Save on the top bar to download a JSON configuration containing current session fields, including Customer.
  2. Keep it somewhere you can find again. Save a new copy after important changes.
  3. To resume, open the estimator, select Load on the top bar, and choose the saved JSON file.
  4. Check loaded values before continuing. An HTML report is a snapshot; it cannot reload the move.

Desktop Excel users use Excel’s Save or Save As to keep a workbook file. The custom toolbar actions here belong to the browser estimator.

Give saved copies a recognizable name, such as “Smith Move — October 18,” while keeping the .json extension. Before switching devices or closing the working tab, check that the downloaded file is somewhere you can access again.

Choose a readable report

Open More actions for Save Report and the print choices. Save Report downloads the full HTML report. Choose the print view that fits your purpose:

  • Print full report: Customer, Room Summary, Supplies, room inventory, Quick Estimates, Billing, and Payroll.
  • Print Summary: Customer, Room Summary, and Supplies.
  • Print Inventory Only: Room Summary and room inventory.
  • Print Labels: Customer information and inventory labels.

Check contents before sharing. The full report includes business-side figures. Reports do not include every sheet, and report choices do not remove fields from a normal saved JSON configuration.

For example, Print Inventory Only is useful when the recipient needs room contents rather than Billing and Payroll. Print Summary offers a shorter view of the move. Review the opened report, then use the browser’s print options for paper or Save as PDF when available.

Send a move by Email

  1. Select Email and review confirmation and recipient choices.
  2. Keep the downloaded submission JSON and HTML report.
  3. In your mail app, check recipients and the sending account.
  4. Attach both files manually. Opening the mail app does not attach them.
  5. Review the files and message, then send from your mail app.

An opened draft is not a sent message. If the mail app does not open, keep the downloaded files and prepare the message yourself with the intended recipients and attachments.

Submission JSON excludes Customer fields, but the HTML report can contain Customer details. Other notes may contain personal information. Check both files instead of assuming they share the same exclusions.

Recipients can read the HTML report in a browser and use JSON with Load to resume submitted fields. Review contact details after loading a submission because Customer fields were excluded.

Send the separate Survey

Complete Survey after the move, then choose Send Survey in More actions. Follow confirmation and delivery results. If a mail app opens instead, attach the downloaded submission and send it yourself. This action and recipient are separate from ordinary Email.

Refresh and multiple tabs

Save first to keep your work. Refresh warns that unsaved move-state changes will be discarded. Browser-held state is not a substitute for a backup file.

Each estimator tab is a separate session. Keep one working tab per move and Help open separately. Changes in one tab do not update another.

Before finishing, check that you have saved the latest data, chosen the appropriate report, and completed any intended email or Survey send. These are separate actions; completing one does not complete the others.

Next steps