Build an inventory in the office

When a customer reads you their list over the phone, build the inventory yourself. The move's size, time and price then follow the real items.

Open the inventory

1. Open the order.
2. Press Inventory in the strip under the order's top bar.

The inventory fills the order window: rooms down the left, the open room's items in the middle, and In this move on the right.

Add items

1. Pick a room on the left. Add New Room adds one; Edit Room Name renames it; Remove room takes it away.
2. Press an item in the middle to add it. Its count becomes a drop-down on the row — pick how many. Under each item's name are its cubic feet, its weight and its size words in full (25 cu ft · 175 lbs · Under 40 Inch), wrapping to a second line when they don't fit, so items with the same name are easy to tell apart.
3. Or type in Search items, press Enter to add — Enter adds the first match. Each word you type matches the start of a word in the item's name or details (king finds California King Mattress, not every item that says Packing required); items whose name matches come first.
4. Something not in your list? Add Custom Item — give it a name and its size.

In this move lists everything picked, room by room. Show only narrows it; Remove takes a line off.

Who packs it

Each line in In this move has a Packed by switch — Customer or Company — and a separate Not shipped button (the same pair sits next to Adding as, for the items you add next). Not shipped means the item isn't going on the truck: the switch greys out and the item gets no packing.

Who packs an item decides what its packing (set per item in Inventory items › Packing) does:

• Company — the item's packing goes on by itself, as its ticks say (onto the materials, into the room as boxes, or both).
• Customer — nothing by itself. The line asks: This item usually needs 2 Medium Boxes. Add them? Add puts them on exactly as the ticks say (the line then says Packing added, with Undo); No thanks doesn't ask again for that line.
• Not shipped — nothing, and anything the item had brought goes.

Switching Company → Customer takes its packing off and asks again; Customer → Company puts it on.

Size and details

Press Size and details on a line to change, for that move only:

• Item Name and Quantity,
• Cubic Feet and Pounds — or Width, Depth and Height (in inches); the line then reads, for example, custom 60" x 8" x 36" (inches),
• Packed by — Customer or Company. A line can also be marked Not shipped (it stays on the list but isn't moved).

Only your office sets Packed by and Not shipped: the customer's own inventory page doesn't show them, and on lines you set this way the customer can change only the count.

Special items and extra fees

Items your library marks as special — a piano, a safe — show as a red number on the Inventory button, so they're never missed.

Items with an Extra Fee in your library (a heavy-carry fee, for example) add it to the move by themselves: the long-distance fee on a long-distance move, the hourly one otherwise. It shows as its own line in Additional Services and on the bill of lading, and goes away when the item does. See Item fees on the bill.

Faster ways in

Create with AI — Bring a list or photos in instead of picking each item:

• Import CSV / Excel — see Import an inventory from a spreadsheet.
• Describe items in text — Two queen beds, a leather sofa, 20 boxes… then CONTINUE.
• Take photos — up to 10 at once, saved to the order and read into items from your own item list, room by room, with loose things packed into your boxes. The same photo always gives the same items — see How AI reads photos and lists into items.

Add by voice — when your company has switched it on for the office: press it, say the items and how many (one sofa, a dining table, twenty small boxes… in the bedroom a bed and two nightstands), press stop, check the list, Add N items. See Add inventory by voice.

Whatever they add lands in the list for you to check: Added 12 items. Review them, then SUBMIT.

Packing beside the inventory

Press Packing at the top of the inventory: the order's packing opens on the right and the inventory moves left (on a narrow window or a phone, switch between the Inventory and Packing tabs instead). It has:

• From the inventory — the materials your items add by themselves (set per item under Inventory items › Packing), updated as you add items, each naming the items it came from. You can't edit these here: change the items, or the item's packing in Settings.
• Materials — the order's own packing materials (the same list as the Quote card's Materials, for the first service day): search to add one, − / + to change the count, ✕ to remove it.
• Materials total at the bottom, with the Packing Materials Tax, live as you go.

SUBMIT saves the inventory and the materials together. Until then the materials are part of your draft, like the items.

Items whose packing is set to Add to inventory bring their boxes into the room as you add them; those box lines say from Dresser and follow the item. Type a different count and it stays (count typed); set it to 0 or press ↺ to go back to the automatic count.

Save it

Press SUBMIT. The whole inventory is saved as a new version, the move's size comes from it, and the quote is worked out again. The customer sees the same list in their portal.

The inventory closes at once and the save finishes behind it — the order shows the new size and price a moment later. You never wait for it: open the inventory again straight away and it is just as you left it, ready for more items (the footer says Saving what you submitted… until the save is in). Press SUBMIT again whenever you like; saves go one after another in the order you pressed them. If the connection drops, the save is tried again by itself; if it still can't go through, the inventory opens again with the reason and everything you entered still in it.

Closing doesn't ask anything: your changes stay as your draft (below), and a note at the bottom says Inventory draft saved, not submitted — reopen to continue. Only if your draft could not be saved (no connection) does closing ask first — Try again, Submit or Discard draft.

Your draft

Everything you change is kept as your draft as you go — a second or so after you stop typing, and again the moment the page closes. A refresh, a closed window, a crash or a power cut loses nothing.

Next to the Inventory title you see where it stands: Draft saved · not submitted · just now (a moment of Saving draft… while it saves). It's safe to close the inventory any time — for example to add packing materials on the order — and come back. Press SUBMIT when it's final: SUBMIT is what updates the estimate.

• The draft isn't the order's inventory. Until you press SUBMIT, nothing on the order changes: not the price, the size, the crew or trucks, the order log or anyone's notifications. The Inventory button keeps showing the saved inventory. The inventory shows Draft saved · not submitted while your draft differs from it, and the order's card shows Inventory: draft saved, not submitted (press it to open the inventory).
• Come back to it. Open the inventory again — later, after a refresh, or on another computer — and your draft is back: Picking up where you left off — draft saved, not submitted yet. Submit when it's final. SUBMIT saves it; Discard draft asks Discard the draft? and, on Discard, goes back to the saved inventory.
• Each person has their own. Your draft is yours; the customer's and other office users' drafts are theirs.
• If someone saved in between: The saved inventory changed since your draft — Save anyway puts your draft over it; Discard draft shows what was saved.

Drafts nobody touches for 30 days are removed.

If something goes wrong

• The inventory could not be saved. — try SUBMIT again.
• The connection dropped, so the inventory was not saved yet. Everything you entered is still here: check the connection and press Submit again. — the save was tried a few times by itself first; your items are all still in the inventory.
• Saving… on the SUBMIT button / Saving what you submitted… — your last SUBMIT is still on its way; keep adding items, and press SUBMIT again for the new ones.
• Nothing to submit yet / Nothing changed.
• Draft saved · not submitted — your changes are kept as a draft; press SUBMIT to put them on the order.
• Draft not saved — check your connection — your last change could not be kept as a draft; it is tried again with your next change, and SUBMIT still works.
• The order already has a room with that name.
• Available once the AI key is added on text and photo reading — AI isn't set up for your company yet; the spreadsheet import still works.