Yembo's visual inventory gives you the opportunity to present your customer with a room by room inventory that includes photos of their actual items. You can configure the visual inventory to include only the information you need, such as weight/volume, packing items, and more
Follow the below steps to generate and share a visual inventory.
Open Yembo Onsite on your tablet.
Find your customer's move record.
Click "Overview" at the bottom of your screen.
Click "Generate Visual Inventory":
Note: If you've generated a visual inventory for this move before, you'll see all of the versions.
5. Choose the information that should be shown on the visual inventory.
a. You can customize:
i. Language
ii. Unit preference
iii. Notes
6. Click "Generate Visual Inventory" once all updates have been made:
8. Once your visual inventory has been generated, click on the version that
was just created to open the visual inventory in a new window of your
browser.
9. Download the visual inventory to your tablet or send the PDF to your
customer via email:
Congratulations! You've generated your Onsite visual inventory!