Moving Services
Moving Services: shipment and vehicle tracking, warehouse and stock, e-Invoice and reporting.
Challenges
- The survey never turns into a quotation; a price is quoted over the phone.
- Packing material consumption is never posted to the job.
- Lift and crew schedules collide.
- When damage is claimed, the report and photos cannot be found.
Workflows
From survey to quotation
- The survey records the inventory of goods plus floor and lift details.
- The quotation is built from volume, distance and crew size.
- An accepted quotation converts into a work order.
Moving day and damage
- Crew, vehicle and lift are scheduled onto the work order.
- Packing materials used are issued from stock to the job.
- On a damage claim, the report and photos are attached to the work order.
Documents
- Survey form
- Moving quotation
- Work order
- Damage report
Reports
- Quotations and conversion rate
- Cost by job
- Packing material consumption
- Damage listing
Metrics
- Quotation conversion rate
- Profit per job
- Crew utilisation rate
- Damage rate
Compliance
- Road transport operating licence
- Transit insurance
Glossary
- Pre-move survey
- On-site measurement record taken before quoting
- Lift booking
- Resource booking tied to a work order
- Packing material
- Consumable stock item issued to the job
- Damage report
- Non-conformity record tied to a work order
FAQ
Can I turn a survey into a quotation?
Yes — the inventory and floor data captured at survey become the volume and crew size in the quotation.
Can I charge packing materials to the job?
Yes — the material used is issued from stock to the work order and lands in the cost.
Can I schedule the crew and the lift?
Yes — crew, vehicle and lift are reserved onto the work order and any clash raises a warning.
Can I produce evidence for a damage claim?
Yes — the report and photos are attached to the work order and can later be pulled from one place.
Can I measure the quotation conversion rate?
Yes — quotations issued and accepted are compared and the conversion rate is reported.
