Movepro Docs / Field crew app & magic links

Field crew app & magic links

The office schedules in the diary; the crew live on their phones. Movepro gives field staff two ways in: the crew app for your regular team, and magic links (no login, no install) for contractors and casuals. This page follows a mover's whole day, and shows what each step looks like back in the CRM. It also covers the app's newest trick: AI that builds inventories and condition reports from a quick video. The Field staff role is deliberately narrow: crews get their own schedule view, job details and forms, and nothing else in the CRM; what each role can access has the full picture.

In this guide

Magic links: the no-login option

Any scheduled task can be shared as a magic link: open the task's ⋮ menu in the diary or a run and choose Copy link, then text or email it to whoever is doing the work. No account, no app store: the link opens the task in any phone browser.

Run view with a task menu open showing the copy link option
Copy link on a task in the run view, the fastest way to brief a contractor.

What they see is the task, complete: a map of the stops, the client's name and phone (with Directions, Call and SMS buttons), every address, the scheduled window, notes; then scrolling down, the pickup and delivery details with access flags, the quote parameters (movers, truck size), and the full room-by-room inventory. They can Start task and complete it from the same link, so even a borrowed crew runs your process.

Magic link task view with stop map, client details, addresses and start task button
The magic link: map, client, stops, window, and Start task.
Magic link scrolled to pickup and delivery details, quote parameters and inventory
Scrolling down: access details, movers and truck size, and the inventory.
Anyone with the link can open it. Share magic links deliberately, and note that whether prices show on them is controlled in Crew settings.

Getting the app: install, update, permissions

The crew app is deliberately unlisted: searching the App Store or Google Play directly won't find it. Install it from the link on the Field & Fleet page of the Movepro website, which opens the right store listing (the app is called Movepro Crew) with its Install button ready.

Movepro website menu with the Field and Fleet section that links to the crew app
The way in: movepro.com, Features, Field & Fleet, then the store link.
Location permission dialog asking to allow Movepro Crew to access the device location
The location prompt: choose Precise, then upgrade to Allow all the time in the phone's settings.

One quirk worth knowing on a fresh install: updates ship over the air, and a just-installed app hasn't fetched them yet. Open the app, sign in, give it half a minute, then close it completely (swipe it away, not just background it) and open it again. That single close-and-reopen pulls the latest version, and the phone is on current software from day one.

Two permissions decide how useful the app is. Allow push notifications, or new assignments and schedule changes arrive silently or not at all. And when the app asks for location, choose Precise and set access to Allow all the time. The app only tracks while someone is clocked in and working a task, but with anything less than all-the-time access the phone stops reporting as soon as the app leaves the screen, and the task's tracking trail ends up with holes in it.

The app: home, jobs, schedule

Regular staff use the Movepro app, signed in with their team login. Home greets them with the date, any daily forms to fill before work, and the Clock in button. The bottom bar covers the rest: Jobs, Notifications, Schedule, and the menu.

App home screen with daily forms, clock in button and bottom navigation
Home: daily forms up top, Clock in at the bottom.
Jobs tab listing assigned jobs with status and payment chips
Jobs: every assigned job with its status and its payment state.

The Jobs tab lists everything assigned to them (order number, volume, route, date) with two chips per card: job status (Booked, Completed) and payment status (Balance owing, Unpaid, even Overpaid). The Schedule tab is a month view with a dot on every working day; tapping a day lists its tasks and day-start forms.

Schedule tab with month calendar and day start forms
Schedule: dots mark assigned days; how far ahead crew can see is set in Crew settings.

Accepting and declining tasks

If your default task acceptance is Pending, a new assignment isn't a done deal until the crew member says so. The app's Notifications tab lists pending tasks with Accept and Decline buttons, with the date, window and route on each card.

Notifications tab with pending tasks and accept and decline buttons
Pending tasks: accept or decline, one tap each.

The office watches the answer land in real time. In the diary's Assign staff dialog, each selected member carries a status chip (Accepted green, Pending yellow), and out on the diary, the avatar rings tell the same story at a glance: green ring, confirmed crew.

Assign staff dialog showing accepted and pending status chips per crew member
The CRM side: Ben has accepted, Gary is still pending; any scheduling conflicts are flagged right here.
Diary list with green rings around staff avatars showing accepted tasks
Green rings in the diary: both crew have accepted both tasks.

The working day: clock in, start, track

The day starts with Clock in: the app suggests the current time, adjustable if someone forgot. Clocking in starts the shift timer that feeds timesheets, and the home screen becomes mission control: jobs, tasks and stops for the day, a Journey overview progress bar, and the Current task card with Start task.

Clock in sheet with time pickers and confirm button
Clock in: confirm the time, start the shift.
Home screen with running shift timer, journey overview and current task card
The day underway: shift timer, journey progress (including a "running late" flag) and the current task.

Start task opens the task detail: map, client, window, the assigned crew and vehicles, and a running task timer pinned to the bottom next to Complete task. Starting a task is also what lights up the customer's tracking and the office's live map.

Task details with map, client, resources and a running task timer
A task in progress: everything about the stop, timer running, Complete task ready.

Daily and pre-job forms

Forms meet the crew at two moments. Daily forms (vehicle checks, JSAs) sit on the home screen before the first task. Pre-job forms pop as a checklist when a task starts (risk assessment, pre-move check), each a tap-to-fill form with ratings, text fields and photo uploads, submitted straight onto the order.

Pre-job checklist with risk assessment and pre move check forms
The pre-job checklist gate: fill, or skip if policy allows.
Risk assessment form with access ratings and control measures
The risk assessment: access ratings, control measures, site factors.

Which forms exist, and which are required, is managed in Forms; completed ones land on the order's Forms tab for the office.

Everything on site: inventory, job, files

The task detail tabs carry what the crew needs mid-job. Inventory shows the room-by-room list (heavy items highlighted in red, like the grand piano below) with Edit to correct it on the spot, and a notes field for anything worth recording. The ⋮ menu jumps to the full job view when the crew needs more than this one task, and Files holds photos they attach on site. And if the job arrives with no inventory at all, the crew can build one from a video of the room; that's the next section.

Task inventory tab with rooms, items and a highlighted grand piano
The inventory on site: the piano is flagged before anyone lifts it.
Task menu with view job option
⋮ → View job: from one task to the whole order.

AI inventory and condition reports

Two jobs used to eat crew time on site: building an inventory that doesn't exist, and writing down the condition of every item going onto the truck. The app now does both from the phone's camera: point it at the room (or the item), let the AI do the typing, review the result.

Scan a room, get an inventory

When a move arrives with no inventory, open the task's Inventory tab, create the list, pick a room and tap Scan with AI. Record a slow pan of the room, or snap a series of photos, then hit Analyze. There's no need to stand around waiting: move to the next room and scan again, because the analysis runs in the background.

Inventory room tab with the Scan with AI button and recommended items
Each room tab carries Scan with AI; the spinner top right means a scan is still processing.
In-app camera recording a video of a room with photo and video modes and an analyze button
Recording the room: photo or video, then Analyze.

A minute later the room is populated: each item recognised from the footage, matched to the catalogue with its cubic volume, and the totals bar keeping score. The scan below picked out the cupboard, desk, chair, suitcase, bed, mini fridge, kettle and three framed artworks, plus a removalist carton for the loose bits. The AI is accurate, but give the list a quick manual once-over before relying on it; it's faster to delete a phantom chair now than to argue about one later.

Item summary listing scanned items with quantities and a totals bar showing 11 items and 4.19 cubic metres
The scanned rooms as an item summary: 11 items, 4.19 m³, and nobody typed a thing.

The AI condition report at pickup

The same camera-first thinking applies to the ICR (inventory condition report). On the task's ICR tab, create a report at Pickup, pick the room, and add items with AI mode switched on: every item added asks for a quick photo or video. The AI watches the footage, finds each bit of damage, names it, notes where it sits on the item, and attaches screenshots of the exact frames where that damage is visible.

ICR pickup screen with room tabs, add to list and add to box options and the AI mode toggle on
Building the pickup ICR with AI mode on; toggle it off to work manually.
Conditions sheet for a chair listing scratched and chipped conditions with images and condition code chips
The chair came back itemised: Scratched (surface) and Chipped (edge), each with images of the exact spot.

Processing runs in the background, and the button beside Done shows what's still analysing. In the demo, the chair returned two conditions with six images (a long scratch across the seat, chipping along the top edge of the backrest) and the desk three, split, soiled and gouged, each with its own evidence shots. Prefer the old school way? Toggle AI mode off and record conditions by hand: packed by removalist, scratched on the front, add another, save. Items can be duplicated for multiples or marked Not going, and every condition carries its location and the stage it was added at.

The bingo sheet and customer sign-off

Tap Done and the report lands on the task's ICR tab in two views: a Summary of rooms, items and condition counts, and a Bingo sheet, a numbered grid for ticking items off as they come off the truck at delivery. Sign off hands the phone to the customer: they review every item and condition, tick the certification statements, sign on screen and can receive a copy of what they signed.

Task ICR tab with summary and bingo views, items per room with condition counts and a sign off button
The ICR on the task: summary by room, the Bingo view a tap away, Sign off at the top.
ICR pickup sign off screen with per-item conditions, certification checkboxes and a signature field
The pickup certification: conditions listed item by item, statements to confirm, signature captured.

That signature is the point of the exercise: a record of what was picked up and what state it was in, agreed on the doorstep before the truck moves. If something is disputed weeks later, the ICR and its photo evidence is the answer. The office sees and edits the same report from the order's ICR tab.

Completing the task and taking payment

The task view keeps the crew honest about money before anything is completed: a Pricing panel shows the service subtotal, any credit applied and what's Outstanding, with See price breakdown for the line-by-line.

Complete task ends more than the timer. The completion sheet asks for the actuals (move hours, boxes packed, whatever the service's pricing runs on), and the crew can add whatever the day added as extra items straight from the catalogue, each with a quantity: the piano nobody mentioned, extra kilometres, an overnight charge. The list totals as they go, the same way the office does it when completing services in the CRM.

Then the doorstep settlement: a Send confirmation toggle emails and SMSes the customer, and the Take payment toggle captures payment alongside completion with the outstanding balance pre-filled. Pick the payment type and how to capture it (Tap to Pay on the crew member's own phone, or keying in the card details); for cards the surcharge for each type is calculated and shown before charging. Cash is recorded as collected; the amount defaults to the balance owing.

Task details with a pricing panel showing services subtotal, outstanding balance and a see price breakdown link
The task's Pricing panel: subtotal, credit, outstanding, breakdown a tap away.
Complete task sheet with extra items and quantities, a total, send confirmation and take payment toggles and the outstanding balance pre-filled
Completing with extras: catalogue items and quantities, then Take payment with the balance pre-filled.
Complete task sheet with move hours, send confirmation toggle, payment type and card surcharges
Completion: actual hours, confirmation toggle, payment, with card surcharges shown up front.

With every stop done, the journey bar fills and the day is wrapped: clock out from the home screen and the shift lands in timesheets.

Home screen showing all stops completed and the shift timer still running
All stops completed: clock out and go home.

What the office sees

Every app action mirrors into the CRM as it happens: task status flips to Completed in the diary, actuals flow into the order's services (see completing services), doorstep payments appear on the payments tab; cash collected shows as owed by the crew member until it's marked returned.

Diary list showing the packing task completed while the move is still to do
The diary keeps score: packing done, whole move still to go.
Notifications matter. The app's settings surface notification permissions (with a shortcut to the phone's own settings); crew who disable them miss new assignments and schedule changes.
App settings showing notification status and pause toggle
App settings: keep notifications enabled so assignments arrive.
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