A move depends on details at two locations, not one. Inventory, stairs, elevators, parking, building rules, travel time, packing, dates, deposits, and crew size all influence the promise made to the customer. FieldCRM connects pickup and delivery context with the estimate, approval, scheduled job, payment, move-day notes, and final follow-up so a local moving owner can see the whole commitment in one history.
View pricing
Each stage stays attached to the same customer and work history.
Record both addresses, preferred and alternate dates, property type, floors, elevator reservations, walking distance, parking limits, inventory, fragile or heavy pieces, packing needs, and storage or disposal requests. Note who can approve decisions at each location. Flag piano, safe, oversized, or building-rule issues that require special review before estimating.
Prepare the estimate from the documented inventory, crew and truck plan, expected hours or service basis, travel, packing materials, specialty items, and access conditions. Make deposit and change assumptions clear. Keep the customer's approval and any later inventory update beside the quote so move-day scope is not buried in messages.
Schedule the truck and crew with pickup, delivery, contact, access, and protected-item notes visible. Record timing changes, approved additions, damage observations, completion, balance status, and customer questions. Close with a follow-up for claims handling, review requests, storage release, unpacking, or a future move without mixing those actions into the original estimate.
Track stairs, elevators, loading zones, certificates, building hours, long carries, and key contacts at both addresses before assigning the move window. Crew timing reflects the actual access constraints.
Keep room-by-room inventory, box assumptions, fragile items, disassembly, packing, and customer updates connected to the estimate that sets crew expectations. Later additions remain visible before move day.
Document safes, pianos, antiques, gym equipment, oversized furniture, doorway constraints, and required equipment before the job reaches the field crew. Specialized preparation is not left to arrival-day discovery.
Record added items, access delays, extra stops, waiting time, and customer approvals as they occur so closeout reflects the work actually performed. Billing and customer follow-up share that same history.
Capture pickup, drop-off, inventory, access, stairs, elevator, and parking details
Build estimates with movers, truck time, packing materials, deposits, and specialty items
Track move-day status, photos, payment, completion notes, and customer follow-up
Yes. Both locations, contacts, access notes, inventory context, estimate, job, payment, and follow-ups can remain connected to the same customer workflow.
Yes. Owners can document inventory or access changes and record the customer's decision, preserving a clearer history before the crew performs additional work.
No. FieldCRM connects customer and job operations for small teams. Specialized inventory, fleet, dispatch, compliance, or electronic-document tools may still be required.
See how the same connected workflow fits other kinds of field service work.
View all solutionsKeep the customer, the work, the money, and the next action connected.
Capture incoming work once, then move it toward pricing, approval, and delivery.
See which work is ready, scheduled, underway, delayed, or completed.
Price the work, present it clearly, and keep the customer decision attached.
Add a card to try the full core workflow for 14 days and pay $0 today. Choose your business type during setup.
