Customer portal
Packing services in the portal
How a customer asks for full or partial packing and unpacking from their portal, and what they see of the packing, materials and extras on their quote.
- 2 min read
- Checked against MoveBoard
- For sales, owners & admins
On the customer's Home, Add-On Services › Packing Services — Packing help, materials and extras — opens a pop-up where they choose packing for their move.
What they choose
Requested Packing Services — We provide services for packing and unpacking either full or partial depending on your needs:
- Packing: I need Full Packing, I need Partial Packing or I pack Myself.
- Unpacking at your new home: I need Full Unpacking, I need Partial Unpacking or I unpack Myself.
The estimated cost shows beside the choice — Estimated Full Packing, Estimated Partial Packing or Estimated Packing Cost — and they save it. Your packing choice was saved.
What else they see
Below, what you've added to the quote: Packing materials and Additional services, with their prices — the same lines as on the order's quote.
While the quote is still being prepared, it says Your moving specialist is preparing your quote; what packing costs comes with it.
On your side
- The customer's choice is saved on the order and the price is worked out again.
- Your team hears Customer changed their move, if they have it on.
- The order's Quote Details card shows the packing on the next look.
Switch it off
In the client portal designer, Choose packing off shows the packing you set without letting the customer change it — Your moving company arranges packing with you — please contact them. Hiding the Add-ons card hides packing and the protection plan offer from Home.
Which packing prices the customer sees is set in Settings › Customer experience › Quote display.
Related guides
- Estimates & pricingPacking and unpacking pricesHow partial or full packing is priced on a quote, how it lengthens the labor time, and the settings behind both.
- Estimates & pricingMaterials and additional services on a quoteAdd boxes, packing materials and extra services (piano, hoisting…) to a quote, and turn your other fees on or off.
- Customer portalQuote details in the portalHow the customer's price appears in their portal — the Quote Details card, the explanation and tooltips beside it, and the settings that decide when and how the quote shows.
- Customer portalChoosing protection (valuation) in the portalHow a customer picks their protection plan — released value, your third option, or full value protection with a deductible — and what changes on the order.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.