A moving CRM that carries the job from the first call to the last box and the claim after it.
A move is a chain: lead, survey, inventory, estimate, signature, deposit, crew and truck, the day itself, the balance, the review, sometimes a claim. Generic field software was built for a repair visit and breaks at the inventory. We build the chain in, with the dates and the people attached.
The inventory is the job, and most software has nowhere to put it
Everything in a move flows from the inventory. The estimator walks the home or watches a video and lists the sectional, the king bed, the gun safe, the forty boxes in the garage. That list sets the crew size, the truck, the hours, the materials and the price. If it lives in a notebook or a photo on the estimator's phone, the crew lead finds out about the safe on the third-floor landing. The system has to hold the inventory as data, turn it into an estimate, and hand the same list to the crew on move day.
Moving also runs on dates in a way most trades do not. The last three days of the month and the summer weekends fill first, trucks and crews are finite, and a double-booked truck is a customer standing in an empty apartment with the landlord waiting. The calendar has to be the truck board, with crew counts, so a booking cannot exceed what you can roll out that morning. Deposits, balances and the paperwork each move needs (estimate, order for service, bill of lading, valuation choice) should attach to the job and print or sign from it.
Our own service companies got the first CRM we built, and we learned the hard way that a job's real sequence has to be in the software, not in a notes field. For a mover, that sequence includes the survey, the inventory and the claim.
What a moving CRM has to track
Anything kept in a text thread or on a whiteboard is a move that can go wrong.
The survey, on the estimator's calendar
In-home and video surveys booked into real slots, with the video link, a reminder to the customer, and the inventory form open on the estimator's phone or laptop during the walkthrough.
Inventory as line items
Room by room, item by item, with volume or weight per item from your own tables, boxes counted, disassembly flagged, and access noted at both ends: stairs, elevator reservations, long carries, parking.
Estimates by type, with the paperwork
Local hourly estimates and long-distance binding or non-binding estimates generated from the inventory, signed online, with the order for service and valuation selection stored on the move.
Deposits, balances and materials
Deposit on booking, balance on delivery or by your terms, boxes and packing materials sold as lines, all recorded against the job with the card or bank record attached.
The crew and truck board
Each day shows trucks, crew counts and assigned moves, so dispatch can see at a glance that the last Saturday of the month is full and offer the Thursday instead.
Claims and damage notes
Photos at load and at delivery, a claim record with the item, the valuation that applies, the resolution and the dates, so a dispute three weeks later is settled from the record instead of memory.
How we build a moving CRM
Shaped to how your company moves people, in accounts you own.
Your stages and your terms
Lead, survey booked, inventory done, estimate sent, signed, deposit paid, scheduled, loaded, delivered, paid, closed, named your way, with reports counting moves and dollars at each stage.
A crew lead app for move day
The crew lead sees the inventory, the access notes, the customer's phone, the arrival window and the paperwork to sign at the door, takes load and delivery photos, and records start, drive and finish times for the invoice.
Signature and deposit from the customer's phone
The customer reviews the inventory and the estimate, chooses valuation, signs and pays the deposit from a link. The server fixes the totals, so nothing on the page can be edited to change the price.
Texts tied to the move
Survey confirmation, estimate sent, the reminder a week out, the arrival text from the crew and the review request go out from your business number and are recorded on the move, with opt-out handled.
Referral and partner tracking
Realtors, apartment communities, senior living coordinators and storage facilities recorded as sources on each move, so you know who sends work and can thank them with more than a feeling.
Reporting on one screen
Moves per day and per truck, revenue per crew hour, close rate per estimator, deposits outstanding, claims open and peak days booked, without exporting a thing.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for moving, answered.
Why not just buy moving software off the shelf?
The moving-specific products are good and many companies run on them. A custom build fits one company: your inventory tables, your estimate wording, your truck fleet, your partner list and your reports, with no per-user fee and nothing that disappears if you stop paying a vendor. Our comparison pages lay the options out fairly.
Can we bring in our customers and past moves?
Yes. We export customers, moves, estimates, inventories and photos from the current system, carry them into the new structure and keep both running side by side until every open move has crossed over.
Does it handle subcontracted crews and rented trucks?
Yes. A crew lead from a labor partner gets a limited login showing only their moves, the inventory and the photos required before leaving each address. Rented trucks are added to the board for the days you have them.
What about the federal paperwork for interstate moves?
The system stores the estimate, the order for service, the bill of lading and the valuation choice on each interstate move and records when each was given to the customer. What the rules require is between you and the federal regulator; the CRM keeps the record that you did it.
Custom CRM for moving. Owned by you.
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