Keep the move together from first survey to moving day
Manage moving jobs in a list, board or calendar with survey, inventory, quote, stops, tasks, notes and activity connected to one job record.
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One job, from first look to handoff
Survey
The rooms and the customer's instructions
Inventory
The items your estimator checked
Quote
The scope and price your team controls
Crew
The stops, tasks and notes for moving day
One move should not become several disconnected records
The first conversation, survey and quote all describe the same job. MoveVision keeps that context with the move as it progresses, so the person checking the inventory and the person organizing the crew can work from the same record.
How it works in practice
Step 1
See the work in the right view
Use a list for the details, a board for stages or a calendar for move dates. Filter by stage, packing, date or assignee, and move jobs between stages.
Step 2
Complete the move details
Record stops, access notes, floor, elevator, parking and the on-site contact. Keep the survey, inventory, quote and activity with the job.
Step 3
Follow through with the team
Assign tasks with due dates, leave notes and mention teammates. The next person can pick up the job with the earlier decisions in context.
What is included
Jobs in list, board and calendar
See jobs as a list, a board or a calendar, and drag cards between stages from New to Completed or Lost. Filter by stage, packing, move date or assignee.
One record for each job
Overview, survey, inventory, quote, tasks and activity sit in one job record.
Move details and map for each stop
Set the move date and time, and per stop the floor, elevator, parking, access notes and on-site contact. A map with driving directions is included.
Tasks, notes and @mentions
Give tasks due dates and assignees, mention teammates in notes, and follow an activity feed for the job.
What to keep in mind
A stage is a record of your team's workflow. It does not independently confirm a customer's booking, collect payment or replace the conversations needed to agree the move.
Are the list, board and calendar separate sets of jobs?
No. They are views of the same job records. Job details, inventory and quotes remain attached as your team changes the stage or schedule.
Connected to the rest of the move
Put job management to work
Start a free trial, set up your company and send your first survey link today.