Movepro Docs / Booking

Booking

A quoted job becomes a booked job in one of two ways: the customer accepts and pays a deposit through the online portal, or you book it for them over the phone with the Book service dialog. Either way the service status flips to Booked and the job is ready to schedule.

In this guide

The customer books online

The quote email contains a link to the customer portal. After choosing a quote, the customer lands on a review page: their addresses, pickup date and inventory (all editable), what the service includes, and optional extras they can add: pet transport, vehicle transport, storage, packing, unpacking and packing materials. From there they confirm the booking and pay the deposit; once they do, the job books itself.

Portal review page with editable date, inventory and inclusions
The portal review page: pickup date and inventory with Edit links, plus the service inclusions.
Portal add-on services with request quote buttons
Below the inclusions, the customer can add extras. Here Packing is already quoted at $20.00/box; the rest offer a Request quote button.
See exactly what they see. Open Lead data → Booking shadow in the order's right rail to view the live portal page for that customer. The full step-by-step journey is on the Customer booking form page.

You book it: Book services

Customer rings up and says "let's do it"? Book it on the spot and take the deposit in the same dialog. On a quoted order the green Book services button sits in the top-right corner.

Quoted order with the Book services button in the top right
A fully quoted order (Move, Packing and Packing materials all Quoted) with the Book services button ready in the top-right corner.
  1. Open the order and click Book services. The Update service status dialog opens with the new status set to Booked.
  2. Toggle on the services being booked. For the move, confirm the Uplift window and choose the arrival window: AM or PM. Additional charges on the quote (poor access, extra kms) are listed underneath.
  3. Toggle Send booking confirmation if you want the customer to get an automatic email and SMS.
  4. Toggle Create payment now to take the deposit; the amount fills in automatically, applied to the whole order or a specific service, with the payment method chosen in the same dialog (see Payments).
  5. Click Book now. The status flips to Booked and the job is ready for scheduling.
Update service status dialog with uplift window, service toggles and Book now
Booking: the uplift window and AM arrival at the top, per-service toggles (Packing on its own schedule), additional charges, and the confirmation and payment toggles above Book now.

Booking requests and pending payments

When a customer books online, their deposit can arrive as a payment that sits as Pending in the order's Payments tab until it's processed or marked paid. The banner under the tab keeps score, e.g. "There is a total of $265.00 in payments towards the order total of $808.00", so you always know what's owing before the truck rolls. Marking offline payments as received is covered in Payments & invoicing.

Statuses and the Jobs list

Booked work leaves the sales pipeline and shows up under Jobs in the left menu. The status chip on each service tells you where it sits at a glance:

StatusMeaning
PendingNew lead / not yet quoted, or awaiting a confirmation payment
QuotedQuote sent, waiting on the customer
BookedConfirmed (deposit usually taken), ready to schedule
CompletedWork done, ready for final payment and invoicing
Order with green Booked chips on every service
After booking, every service shows a green Booked chip and the deposit appears in the Payments tab.
Jobs list with status and payment status columns
The Jobs list: status chips, volume, total and a payment-status column (Unpaid, Deposit paid, Balance owing, Overpaid). The Historical toggle reveals past jobs.
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