DESCRIPTION

🚚 Run your entire moving business from one program

Moving Company Manager takes every job from the first phone call to the final payment: inquiry, survey, estimate, approval, booking, dispatch, work order, completion, invoice and payment. Every step is linked, numbered and audited, so the office and the crews are always looking at the same job.

👥 One install, unlimited team members
Install it once on your office computer. Everyone else connects from their own devices over your Wi-Fi network: desktops, laptops, tablets and phones, all through a normal web browser. No client software, no per-seat fees, no device limit. Each person gets their own login, role and permissions, and field updates appear in the office the moment they are saved.

⚡ Ten-minute first move

1. Enter an inquiry (duplicates are flagged while you type)
2. Convert to a customer and add a survey with room-by-room inventory
3. Create the estimate with preset pricing lines and send it
4. Record the customer's on-screen signature; the deposit request appears automatically
5. Convert to a booking and work order, then assign crew and trucks on the dispatch board
6. Crews clock in, answer checklists, take photos and capture the signature on their phones
7. Create the invoice from the work order, post it, record the payment
8. Watch the dashboard and reports update

✨ EVERYTHING INCLUDED

🎯 Sales and customers
• Inquiries and leads with sources, stages, probabilities, follow-up reminders and a pipeline board
• Duplicate detection, lead conversion and customer merge with preview
• Customer timeline, printable statements and credit hold
• Locations with floor, stairs, elevator, parking, walk distance and access codes restricted to authorized users

📋 Surveys and inventory
• Room-by-room items with dimensions, catalog volumes and weights
• Packing allowance, load efficiency and planned loading volume calculated for you
• Truck fit check by volume and payload, checked separately
• Revisions with variance review once an estimate is accepted

🧾 Estimates and pricing
• Bundled crew hourly rate (never multiplied by crew size), per-worker rate, fixed fees and per-unit lines
• One-click presets for travel, stairs, elevator, long carry and packing materials
• Document versions, expiry dates and approval threshold
• Signature acceptance that freezes pricing and terms
• Automatic deposit requests and change orders

📅 Scheduling and dispatch
• Calendar with day, week, month, agenda, truck and crew views
• Conflict checks for trucks, crews, credentials, maintenance blocks and capacity
• Dispatch board from Unassigned to Completed with one-click assignment
• Recurring agreements with an approval queue that never creates the same date twice

👷 Crews in the field
• Today's Moves page for phones with addresses, crew, trucks and handling notes
• Time clock per job with approvals and device clock checks
• Checklists with required steps that gate completion
• Photos tagged Before, Loading, Transit, Unloading, After and Damage
• Customer signatures with consent wording and time stamps
• Materials issued to jobs, mileage with shared-trip allocation, expenses
• Offline queue that syncs safely when coverage returns

💵 Finance
• Deposits applied exactly once when the invoice is posted
• Invoices with permanent issued numbers and a branded document snapshot
• Payment allocation across invoices, unapplied funds, refunds, credit notes and void with reasons
• Receivables worklist with aging buckets and reminder emails
• Estimate versus actual comparison before posting

🚛 Resources
• Employees with roles, credentials, cost rates and availability
• Trucks with capacity, maintenance history, insurance and inspection reminders
• Equipment check-out and return with condition history
• Materials stock ledger with receipts, issues, returns, reservations, adjustments and reorder flags
• Suppliers and purchase orders with partial receiving

🛡️ Quality and claims
• Claims with locked original evidence, reserves, settlements and resolution tracking
• Callbacks classified so only quality issues count against your numbers

📊 Dashboard and 13 reports
• Live numbers that link straight to the records behind them
• Seven charts: funnel, revenue and cost, profit by job, truck utilization, crew capacity, materials, claims
• Reports: lead conversion, schedule capacity, employee productivity, first-time completion, callback rate, labor and material variance, receivables aging, profit by move, profit by customer, profit by employee, profit by service and route, inventory and purchasing, claims and service quality
• Every report states its basis and exports to PDF, Excel or CSV

🤖 Automation Center
• 11 ready-made email templates with merge fields: inquiry acknowledgment, estimate delivery, follow-up, appointment confirmation, crew assignment, arrival notice, completion report, invoice issued, payment receipt, overdue balance, agreement renewal
• Preview and approve queue, or automatic sending per template
• Clear message states from Awaiting Approval to Provider Accepted

🖨️ Print and export
• Branded PDFs with your logo and banner color, numeric columns that never wrap
• Excel workbooks with frozen headers, filters and a raw data sheet
• CSV for accountants and other tools
• Scopes for current page, all filtered records, selected records or a single document

🎨 Made to be read at a glance
• Five color themes: Coastal Cargo, Sunset Movers, Emerald Fleet, Royal Relocation and Midnight Dispatch (dark)
• Bold text everywhere, four size levels and a high-contrast option
• Responsive layout for desktop, tablet and phone

🔒 Your data stays with you
• Runs on your own computer, no cloud account, no subscription, no monthly fees
• HTTPS for devices on your network, role-based permissions, session control and an audit trail
• Backup and restore with checksums, optional encryption and a recovery backup before every restore
• Setup wizard for identity, logo, currency, tax, date format, paper size and pricing rules
• Fictional sample company (over 600 records) included so you can explore every feature safely, then clear it with one click

📦 WHAT YOU RECEIVE (instant download)
• Complete application folder for Windows and macOS (one-time runtime setup needs internet; daily use does not)
• Illustrated 64-page Complete Guide (PDF) with a full-color cover, installation, setup wizard, every screen and field, administration, network and troubleshooting chapters
• Quick Start Guide, Test Report and license documents
• Free updates for all version 1.x releases

💻 REQUIREMENTS
• Host computer: Windows 10 or 11 (64-bit) or macOS 11 or newer, about 300 MB of free space
• Connected devices: any modern browser on phones, tablets or laptops on the same network

🎁 LICENSE
One-time purchase for one business, used by your whole team on your own network.

🛠️ SUPPORT
Setup questions and help connecting phones and tablets are answered by message. This is a digital product; nothing is shipped and returns are not accepted after download. Operating system names describe compatibility only. Listing images are illustrations of the built-in sample company.