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Customer Portals

HomeFeatures Customer Portals

Enhance Customer’s Experience with Move Details at their Fingertips

Keep your customer informed every step of the way with their own customer portal. Moverbase’s detailed easy to navigate online customer portals give your customer access to all their information you need them to know. Easily customize the lead, estimate, and job details you share plus collect payments, signatures, move inventory and more from your customers online.

  1. SMS & Chat: Send SMS messages through Twilio and chat for free with Moverbase online messaging. Share job quotes, photos, and answer questions with ease.
  2. View Lead & Job Details: Share lead details, moving quotes, important documents, and payment information all in one easy spot
  3. Update Move Inventory: Send your customer easy online inventory forms they can fill in and send back to update their job quote
  4. Accept and e-Sign Quotes: Moverbase makes it easy to send your customers professional quotes with full job details and terms and conditions they can e-sign and accept online
  5. Share & e-Sign Custom Files: Share and collect signatures on documents like insurance options, moving day checklists and more.
  6. Pay Deposits and Invoices: Create and share invoices plus collect secure online payments with our integrations with PayPal, Stripe, and Square

Related Works

  • Embed Free Quote Form
    Features
    Generate a Quote on MoverBase from Your Website
  • Automatic Lead Response
    Features
    Moverbase saves you time by allowing you to generate automated lead response emails
  • Send Quotes By Email
    Features
    A Convenient Way to Send Quotes to Your Customers
  • Powerful Dashboard
  • Scheduling System
  • Job Management
  • Supplies Calculator
  • Job Price Estimator
  • Capacity Estimator
  • Send Quotes By Email
  • Leads Management
  • Estimator Assignments
  • Reminders
  • Automatic Lead Response
  • Automatic Review Requests
  • Maps & Routes
  • Customer Portals
  • Embed Free Quote Form
  • Staff Management
  • e-Signature
  • Digitize Documents
  • Custom Fields
  • Wireless Payment
  • Square Payments + Moverbase
  • QuickBooks + Moverbase
  • Paypal / Braintree + Moverbase
  • Powerful Reports
  • Client Management
  • Truck Management
  • BCC Email Logs
  • Online & Phone Support
  • Zapier + Moverbase

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