Book a job

An order is Booked when the customer has signed the Order for Service and the deposit (if one is asked) is paid. There are two ways.

The customer books online

On a Can Book Online or Reserved order, the customer opens their portal and presses Book your move. They:

1. 1Agree to use electronic signatures.
2. 2Review your order for service — and your company policies, inside it.
3. 3Adopt your signature, then tap each yellow Sign here in the document.
4. 4Press Save and book my move — or, with a deposit still due, Save and continue to payment and pay it.

Nothing is signed until your deposit goes through. If they leave or the card is declined, their signature isn't kept. Once it goes through they see You're booked! — Your move is confirmed and scheduled.

See Can Book Online and Text the deposit link.

You book it with the customer on the phone

1. 1Open the order's Payments window (the Payment row in Quote Details) and choose the Booking & signing tab.

2. 2It shows the deposit, the documents waiting to be signed and those already signed. Press Open the signing page.
3. 3The signing page is the same page the customer sees. Walk them through it and sign together.

Signing here books the order and is logged against you. In the office you can sign before the deposit is paid; taking a deposit by card here needs the deposit permission.

What happens next

• The order moves to Booked, and your company's Booked messages go to the customer.
• The signed Order for Service is kept on the order: open it from Signed documents on the Payments window's Booking & signing tab.
• The Deposit row in Quote Details shows Signed — hover over it to see who signed and when.

If it can't be booked

• This order is already booked.
• This order has been cancelled. Please contact your moving specialist.
• There is no document to sign on this order yet. — your company has no Order for Service that fits this move. See Order for Service and estimate signing.
• The price is hidden from the customer — they can't sign a price they can't see. See Hiding the price from customers.
• Please pay the $… deposit to book your move. — online, the deposit must be paid to sign.