Moverbase - CRM for Movers

Moverbase brings the full power of the Moverbase cloud platform into your pocket. Designed for moving companies of all sizes, the app delivers every essential tool, from lead capture to payments and team management, right from a mobile device. Key Capabilities Central Booking & Job Management • Access your full central booking system on your phone or tablet. View, create, and manage jobs, assign crew and trucks, and track status in real time. • Build detailed job sheets including multiple pick-up/drop-off locations, cost estimates, and special instructions for seamless execution. Estimate & Pricing Tools • Use built-in estimators - inventory (cubic feet), crew hourly rates, truck fleet rates, and supply calculators - to generate accurate quotes instantly. • Compare estimated vs. actual costs post-move, maintaining pricing accuracy and transparency. Lead & Client Management • Capture and manage new leads directly on the go. Sort, review, and convert leads into jobs with one tap. • Maintain a searchable CRM with client profiles, job histories, communications, and documents. Staff & Fleet Coordination • View staff schedules, assign crews and vehicles from available resources. • Customize role-based access (Movers, Dispatchers, Admins, etc.) with granular permissions. On-Site Payments & E-Signature • Accept payments via Stripe Tap to Pay, Square, PayPal, or Braintree directly in the app. Receipts are sent automatically. • Electronically sign documents like Bill of Lading and waivers, saving them directly to the job record. Customer & Communication Tools • Send SMS or in-app messages to customers with real-time move updates. Attach and share photos directly from the job. • Trigger review requests automatically via email to platforms like Yelp, Google, and Facebook. • Set reminders for quotes, follow-ups, or job-specific tasks. Navigation & Routes • Import client addresses and map out multiple stops for optimized routing and traffic-aware navigation. Additional Power Features • Mobile-First Design: Fully responsive interface tailored for smartphones and tablets. • Cloud Sync: Real-time data sync ensures everyone, from office staff to field crews, sees the most current info. • Document Management: Upload policies, digitize forms, and auto-fill templates with job/client data. • Reporting & Analytics: Access dashboards and reports to monitor leads, job status, crew utilization, and revenue. • Flexible Integrations: Seamlessly integrates with QuickBooks, Google Calendar, Gmail,Stripe, Square, and more. Why Use Moverbase? • Operate Anywhere: Full-featured moving CRM accessible on the go. • Paperless Efficiency: Sign, invoice, and collect payment instantly on-site. • Scalable for Teams: Unlimited users, custom roles, crew availability tracking—designed to grow with your business.