Bill of lading preview in the portal

The Bill of lading preview lets a customer read their bill of lading in the portal before moving day. It stays off until your company turns it on.

Turn it on

1. Go to Settings › Customer experience › Client portal, on What customers see.
2. Open Bill of lading preview in the list of switches and turn it on.
3. Press Save.

To offer it only for some orders, pick them in the sentence at the top first: a move type, a service or an estimate type.

What your customer sees

Once the move is Booked, their Home page has View bill of lading preview in the Move Status card. It opens the bill, with Preview, not final at the top and across every sheet. It shows the front of the bill; BACK SIDE at the top right opens the back (the terms), and FRONT SIDE brings the front back, the same as in your crew's portal. Both sides are marked. A move of several days shows each day's bill under its own heading, each with its own button.

It is view only. Your customer can't sign, pay or change anything from it, and it files nothing on the order.

Its numbers

The preview is the bill itself, drawn when your customer opens it, so its numbers are always the bill's own. When your office or your crew changes the bill, the preview follows the next time it is opened.

Before your crew has worked, an hourly bill shows only the minimum, which can be less than the quote. When it does, the preview adds your customer's estimate right under the bill's total, the same figures as their Home page, for example: Your estimate: $855.00 to $990.00. The amount above is the minimum; the final bill follows the actual time. The line goes away once your crew has recorded time, and it does not show if you hide the grand total from your customers. Neither the bill's numbers nor the Sign Bill of Lading page change.

When it does not show

A signed-in customer who opens it anyway reads The bill of lading preview isn't available for this move. with a button back to their move. It reads the same whatever the reason, and never shows another customer's move. Someone not signed in is asked to sign in first, and lands on the preview afterwards.

It is unavailable when:

• The switch is off for that order.
• The move is not Booked.
• You are keeping the quote from the customer on that order (the bill carries the price).
• The bill has been submitted. That day's bill is final, so it no longer shows as a preview.
• The Move Status card is hidden. The page still opens from its address, but Home has no button.

A customer only ever reaches the preview of their own move.

What stays private

Notes reach the preview only when you shared them with the customer. If your bill of lading template prints Order notes, Order foreman notes or Order Dispatch Notes, a note meant only for your office or your crew does not show.

Also good to know

• The Movers App is not affected: your crew's bill works as it always has.
• This is not Sign Bill of Lading. That page still asks a long-distance customer to sign before the move, and this switch does not change it.