CRM for Moving Companies

• The problem

  The survey notes miss the piano and the walk-up, and the crew is one mover short.

  In Kompot.ai

  Record the survey on the customer and the move: rooms, large and fragile items, stairs, elevator and parking at both addresses as custom fields, with photos and the item list attached as files. The crew chief reads it before the truck leaves the yard.

• The problem

  The same truck gets promised to two customers on the last Saturday of the month.

  In Kompot.ai

  Each move is a job with a crew, the truck noted on it and a time window, and it appears on the shared calendar. Before you confirm a date you see what is already booked that day, and tentative moves wait in their own pipeline stage until the deposit is in.

• The problem

  A customer books a date, pays nothing, and cancels the night before.

  In Kompot.ai

  Send the estimate, get it approved, and invoice the deposit with a payment link. The date is confirmed when that deposit invoice is paid by card, and the signed moving agreement states your cancellation terms.

• The problem

  Moving day adds twenty boxes, a second stop and a long carry, and nobody signs for it.

  In Kompot.ai

  The crew chief opens the move on a phone and notes the extra items, the second stop or the long carry, and the office sends an addendum from a template. The customer signs it on their own phone by link or QR code before the work goes on.

• The problem

  The balance is due at delivery, and the driver is left waiting for a check.

  In Kompot.ai

  The balance is a second invoice, separate from the deposit that held the date. Send its payment link when the truck arrives: the customer pays by card through Stripe or PayPal, and the payment is recorded before the truck doors open.

What you keep on record

Survey and item list

Rooms, bulky and fragile items, and the customer's list of what is going, as fields and files on the move.

Access at both addresses

Floor, stairs, elevator booking, parking and long carry for pickup and delivery, as custom fields.

Crew and truck bookings

Each move as a job with assigned movers, the truck, the date and the arrival window on the shared calendar.

Agreements and addenda

The signed moving agreement and any moving-day addendum, stored as documents with an audit trail.

Questions owners ask

Can I hold a moving date with a deposit?

Yes. Invoice the deposit as soon as the estimate is approved. It is its own invoice with a payment link, and the customer pays it by card. The balance goes out as a second invoice, due when the truck is unloaded.

How do I avoid booking the same crew or truck twice?

Each move is a job with its assignees and time window on the shared calendar, and you can note the truck on the job. Kompot.ai shows what is booked on a date; whether another move fits that day is your call.

Can customers sign for extra items on moving day?

Yes. Prepare an addendum template with merge fields. The office or the crew chief sends it by link or QR code, the customer signs on their phone, and the signed PDF with its audit trail is saved on the customer.

Does it work for storage customers billed every month?

Recurring storage fees can go out as subscription invoices billed monthly, each with a payment link, and overdue ones are flagged. Which unit or vault holds the goods is something you note in a field on the customer.