m·mooreBUSINESS
A LITTLE MORE ORGANIZED.

Good work starts
with a clear view.

One place for your clients, new requests,
and the details that move work forward.

Built for the business you’re building.

Moore Business · Private workspace

MAKE ROOM FOR WHAT’S NEXT

New request

Capture the details. Decide the next step after review.
REQUEST DETAILS

Local follow-up date

This is a staff tracking date. It does not send reminders, book work or change intake/review status. Archived requests keep their saved date but are omitted from the queue.

Staff follow-up notes

Local notes stay with this request when receptionist intake changes. They do not send a message or schedule work. Saved notes cannot be edited or deleted; add a clarification if needed.

Linked quotes

Quotes currently linked to this request. Opening one keeps this request open underneath.

Marking this reviewed keeps it in your workspace. It does not book an appointment or submit to Jobber.
CLIENT DETAILS

Client

Service properties

Choose a property explicitly when reviewing a request.

Linked requests
SERVICE PROPERTY

Add property

Inactive properties stay in history and cannot be linked to new requests.
QUOTE / ESTIMATE

New estimate

Status changes are recorded here only. No email or customer acceptance link is sent.

Saving a draft refreshes its client and property details. Older revisions keep their saved details.

Line items

Quantity supports 3 decimals; unit price supports 2. Totals are verified when saved.
SAVED RECORD REVISION
JOB DETAILS

Job

Work orders use saved notes and agreed scope. Structured prices and balances are omitted.

Visits

Scheduling here changes only this workspace. No Jobber booking or customer notification is sent.

Job activity
JOB VISIT

Schedule visit

Assigned staff cannot have overlapping visits. Unassigned visits do not reserve anyone’s time.
INVOICE

Invoice

Issuing records the invoice here. It does not email the customer or collect money.

Recorded payments

These are manual records of payments received elsewhere. No card charge, bank transfer or refund is performed.

Revision history
MANUAL PAYMENT RECORD

Record received payment

Record money already received outside this application. Do not enter card or bank account details.
RECORD CORRECTION

Correct record
PAID EXPENSE RECORD

Record a paid expense

Record money paid elsewhere. No payment is made here. Do not enter card or bank account details.
SAVED EXPENSE RECORD

Expense

Saved records cannot be edited or deleted. A supervisor can add a correction while keeping the original. Corrections do not refund money.
EXPENSE RECORD CORRECTION

Correct expense record

This adds a full reversing record dated today in the original record’s timezone. The original remains. No money moves.
LOCAL STAFF ACCOUNT

Add staff account

Create a local sign-in. Give the password directly to the intended staff member using a private channel. This does not send an invitation or email.

Use a unique password between 12 and 128 characters.
STAFF ACCESS

Manage access

Changing access signs this account out and revokes its connection credentials. Reactivation does not restore old sessions or credentials. Existing records and assignments remain; review upcoming visits and assignments separately.
YOUR PASSWORD

Change your password

Use a unique new password between 12 and 128 characters. A successful change signs you out and revokes your other sessions and connection credentials.