Software for moving company owners
Keep the move's changing details with the client.
The request may begin as an apartment move and grow into packing, storage access and a second destination. Retain the business agreement and the practical notes together so each change can be discussed before moving day.
Make room for the real work.
- Local household move
- Apartment move with elevator access
- Small office relocation
- Packing assistance
- Single-item transport by agreement
- Move with an additional collection stop
How it works.
Establish who can approve the arrangement
Save the contact and billing preferences, and note who will be available at collection and delivery. A family member meeting the crew may not be the payer or the person authorized to change the scope. Confirm the correct channel for discussing added packing, waiting time or a changed destination rather than relying on messages passed between people.
See the clients featureKeep both ends of the move readable
Other setup uses Job and Client in Microtra. Put the collection and delivery details in the Job notes, including stairs, elevator arrangements, parking restrictions and large items that need discussion. Linked records start off for this setup; do not assume a separate household inventory or address-specific record is created automatically.
See the jobs featureDocument the scope before reserving resources
Prepare an estimate that explains the agreed work, packing responsibilities, access assumptions and included handling. Use your own assessment and prices. When the client adds a stop or changes the load, discuss the effect and update the document rather than leaving the crew to discover the difference at collection. Share the estimate PDF through your device.
See the invoicing featureConnect the work performed to the billing history
Record actual work time, relevant expenses and agreed additions with the job. Review the completed scope before invoicing, then share a clear PDF and record payments received elsewhere. The contact history gives the office a place to start when a customer asks about an estimate, an invoice or a later small move.
See the time feature
What is still on the way.
The client portal, automatic service reminders and GPS tracking are coming soon.
Useful answers.
Is this a moving inventory or shipment-tracking system?
This page covers contacts, Job notes, estimates, scheduling, time and invoices. Use your established procedures for item inventories, custody records and moving documentation; no dedicated shipment-tracking workflow is promised here.
Where should I note stairs and elevator arrangements?
Keep those details with the specific Job alongside collection and delivery information. Confirm them again when the move changes, because a different building or access window can alter the work even if the load stays the same.
Can I keep an office relocation separate from a household move?
Describe the work as separate Jobs with their own scope and notes. Retain the payer's contact and billing preferences so the administrative relationship stays clear without blending unrelated move details.
What is the useful response to a changed load?
Review the new information, discuss the effect on labor and resources, and revise the estimate where appropriate. Confirm the agreement directly before the move so the crew and customer have the same understanding.
Keep exploring.
Software for small business
Keep your moving company day connected.
Keep client details and the work behind each visit together in Microtra. Start your 14-day free trial. No card needed.
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