Rates & Booking

Prices, availability and booking

Basic information

Rates tab on the Lead page will allow you to see hourly price for the move, as well as the number of available movers and trucks.

Five days will be shown on the grid with rates, middle one will be the date selected in Move date field.

To see the grid with hourly rates the following must be selected: Move date, Arrival window and Move size.

The system will show suggested number of movers for the selected Move size, e.g. for 2 Bedroom it's 3, 4 or 5 movers. Truck will be by default on 1.

Transaction fee and Cash discount information on the lead is collected from your Company settings at the time of lead creation.

Available movers and trucks

Beneath each date the user will be able to see number of trucks and movers, marked with their respective icons. Numbers here will help you understand how many moves you could book for a given date or suggest a different one.

Numbers here depend on multiple factors, e.g. if the movers are active and don't have a job assigned, if they are unavailable on a given date, if there are already moves booked, if the group is sharing availability, etc. For details and everything related to availability check our Availability page.

Offers

Offers are singles cells in the grid from your Edit Lead page. Offer is an hourly rate that can be suggested to the customer. Important info related to a single offer is:

  • Move date

  • Number of movers

  • Number of trucks

  • Price per hour

  • If the offer was saved

  • If the offer was sent to the customer

Along with this, as per selected Move date, we also know how many available trucks and movers we have, what are Minimum hours are and how much is the Deposit.

Saving offers

To save an offer on a Lead, the user can simply click on a cell where the price is shown. When the cell becomes orange color, the offer is saved.

All offers will remain on the Lead until offer duration expires.

Saving offers is only available if settings for Fixed rate on the Company are set to Yes. More reading about the subject can be found in Company Info section.

Sending offers to Customer

With this option you can select one or more offers and send them directly to the customer.

Sending offers is only available if:

  • Company has Fixed rate set to Yes

  • Booking option for "Send offers to customer" is selected

Both of these settings are available on your Company page. Check here and here for further details.

After you've selected offers you wish to send to the customer click on the button at the bottom right side of the grid, it has a label "Send offer to customer".

When this button is clicked it will send an email with a link to the customer. It also allows them to enter their own credit card details and check the digital contract (if applicable for the Company).

Sent offers will have a small indicator as a pin icon at the top right corner of the cell.

Customers can book from their side with one of the offers you sent them, they will see all relevant information about the move and the Company (it's name, logo and address). The customers will also be able to see how much they will be charge for Deposit (taken from Company settings).

Booking with Custom rate

Option is available if your Company settings for Custom rate have been set to "Yes", you can find details about it on Company Info page. And if your user has a permission to book with custom rate, otherwise this option is not available.

When you mouse over any of the available offers you will see "Book with custom rate" option, once clicked it allows you to enter a custom amount and book the move with it.

Booking with custom rate allows you to override the hourly rate and make a custom offer for the customer.

Booking with Offer

"Book" button will become available when you mouse over a Saved offer (for Company with Fixed rate set to "Yes") or over an Offer (for Company with Fixed rate set to "No").

Clicking on this button will book the move with all information contained in that cell: number of movers and trucks, price per hour, date, deposit, minimum hours.

Sending a Booking Link

This option is similar to Sending offers to Customer, however with the booking link the customers will go directly to the Mod24 website and be able to register. This will provide them with an option to track their move, as well as access their payments history and get other perks.

Booking link can be sent via SMS or Email.

Choosing to send a link via SMS or email

Sending a Booking Link via SMS

Sending an SMS from the lead will be available if the company has a phone number to send messages to the customers. More info can be checked in Twilio integration.

You will be able to enter text for sending this type of SMS. By default we will only show the copy as on the image below (containing the booking link and company name).

Sending SMS with a booking link

Sending a Booking Link via Email

Sending an email with the link will contain a predefined set of information, as well as a button that cannot be edited. This will be sent as the closing part of the email regardless of the content user enters and/or uses from their own templates.

Default text at the end of all emails for booking link

Users can choose to edit the subject and body of the email manually or through their templates, as shown on the example below:

Sending an email with booking link
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