| 01Move Surveys, Estimates & Quotes |
Creates moving estimates from origin and destination details, inventory, weight or volume, labor, travel, packing, storage, and additional services. |
Capture Move Requirements→
Survey Items & Services→
Calculate Move Cost→
Send Customer Quote
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In-home, virtual, and self-survey options
Weight-, volume-, hourly-, distance-, and flat-rate estimating
Packing, stairs, bulky items, storage, travel, and other charge rules
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| 02Moving CRM & Lead Management |
Tracks moving inquiries, prospects, referrals, customer communication, estimate follow-ups, sales stages, and booking conversions. |
Capture Moving Lead→
Assign Sales Rep→
Follow Up & Estimate→
Convert to Booked Move
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Lead source, move date, route, and opportunity tracking
Automated email, SMS, reminders, and estimate follow-ups
Sales pipeline and conversion reporting by source or representative
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| 03Move Scheduling & Dispatch |
Schedules booked moves and coordinates crews, trucks, dates, time windows, service requirements, and operational capacity. |
Confirm Booked Move→
Check Crew & Truck Capacity→
Assign Move Resources→
Dispatch Job
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Calendar and dispatch board with drag-and-drop scheduling
Crew, vehicle, equipment, and job-duration availability
Conflict alerts and rapid rescheduling for operational changes
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| 04Crew, Truck & Route Management |
Coordinates movers, drivers, trucks, equipment, routes, and move-day progress for local and long-distance jobs. |
Assign Crew & Vehicle→
Send Move Details→
Track Route & Job Status→
Complete Move
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Crew skills, driver status, truck capacity, and equipment assignment
GPS, routing, arrival, and move-status visibility where needed
Mobile access to job details, addresses, notes, and customer instructions
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| 05Household Goods Inventory & Item Tracking |
Creates detailed inventories of customer belongings and tracks cartons, furniture, high-value items, condition, location, and movement throughout the job. |
Record Customer Items→
Tag & Document Condition→
Load / Transfer Items→
Verify Delivery
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Room-by-room and item-level inventory creation
Barcode, label, photo, and condition documentation
High-value item, carton, load, and delivery verification
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| 06Digital Documents, Contracts & E-Signatures |
Generates and manages estimates, service agreements, bills of lading, inventories, waivers, valuation documents, and other move paperwork digitally. |
Generate Move Documents→
Send to Customer / Crew→
Review & E-Sign→
Store Completed Record
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Configurable moving forms and document templates
Mobile e-signature and timestamped acceptance
Version history and centralized job-document storage
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| 07Billing, Deposits & Payment Processing |
Collects deposits, calculates final move charges, processes customer payments, manages adjustments, and tracks outstanding balances. |
Collect Booking Deposit→
Record Move Charges→
Calculate Final Balance→
Collect & Reconcile Payment
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Deposits, partial payments, refunds, and payment schedules
Card, ACH, cash, and other required payment methods
Final-charge adjustments for labor, time, materials, and added services
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| 08Storage & Warehouse Management |
Tracks customer goods placed in temporary or long-term storage, including containers, vaults, warehouse locations, inventory, and recurring storage charges. |
Receive Goods into Storage→
Assign Vault / Location→
Track Inventory & Charges→
Release for Delivery
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Vault, container, pallet, and warehouse-location tracking
Storage inventory linked to the customer and move record
Recurring billing and warehouse in/out activity history
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| 09Claims, Damage & Valuation Management |
Documents damaged or missing items, customer claims, valuation coverage, supporting evidence, investigation activity, and resolution status. |
Report Damage / Missing Item→
Collect Photos & Documentation→
Review Claim & Valuation→
Resolve & Close Claim
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Claims linked to inventory, move, and customer records
Photos, notes, valuation coverage, and supporting documents
Claim status, settlement, communication, and audit history
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| 10Moving Analytics & Integrations |
Tracks booked moves, revenue, sales conversion, crew productivity, job profitability, capacity, claims, and customer activity while connecting moving operations with business systems. |
Aggregate Sales & Move Data→
Analyze Moving KPIs→
Connect Business Systems→
Improve Moving Operations
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Revenue, booked jobs, conversion, margin, and crew-performance reporting
Accounting, payment, CRM, mapping, storage, and marketing integrations
APIs, exports, branch dashboards, and multi-location reporting
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