Moving business software

Quote, crew, move, balance.

A move measured at both ends: the same twenty-piece scope staged at a third-floor walk-up and at a lift-served destination.Two property elevations drawn at one scale on one shared ground line. On the left, 47 Elm Court is a three-storey building with no lift: the entrance opening is 2.0 metres wide and a flight of stairs is visible inside it, and the twenty-piece household scope — one sofa 1.9 metres long, one fridge, one washer, twelve cartons and five smaller items — is staged on the ground in front of the entrance. On the right, 18 Ash Road has the same facade mass and the same twenty pieces staged in the same places, but its entrance bay shows lift doors and a lift machinery room sits on the roof, so the arrival is level. The only difference between the two ends is the access condition. All dimensions, the piece count and both properties are illustrative service records.MOVING / BOTH ENDS OF THE MOVEBoth ends of the move are measured before the crew is sent.A — ORIGIN · 47 ELM COURT · WALK-UP, TWO FLIGHTSB — DESTINATION · 18 ASH ROAD · LIFT, LEVEL LANDINGFLOOR 3FLOOR 2GROUNDFLOOR 3FLOOR 2GROUNDLIFTLIFT MACHINERY1.9 m1.9 m2.0 m2.0 mORIGIN47 Elm CourtORIGIN ACCESSStairs · two flightsDESTINATION18 Ash RoadDESTINATION ACCESSLift · level landingWalk-up at the originThe carried scope is planned around the stair runLift at the destinationThe same scope arrives level, with no stair carryIllustrative access conditions · both properties are sample records · one drawing scale across both endsMOVING · ORIGIN AND DESTINATIONBoth ends are measured before the crew is sent.A · ORIGIN · WALK-UPB · DESTINATION · LIFTThe counted scope is the same at both ends: 20 pieces.STAIRSLIFT1.9 m1.9 mWalk-up at the originTwo flights before the kerbLift at the destinationThe same scope arrives levelIllustrative access conditions · one drawing scale across both ends

The estimate needs to prepare the crew for the actual move. OrdexisOne connects the customer's request, site details, selected scope, assigned work and invoice so the office can carry the same understanding through move day.

Build professional options, retain the customer's decision and keep the service relationship in your company's branded system.

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Qualify both ends of the job

The addresses are only the beginning.

Use configured service forms to collect the origin, destination, requested date, move scope and conditions your team needs to assess. Conditional questions can reveal additional detail when a customer's answers change the preparation required.

Leaving the current property

Ask about the areas being moved, stairs or lifts, loading access and any items that need specific discussion. Keep the contact and access instructions in the request and quote scope so the estimator understands the starting conditions.

Arriving at the destination

Collect the destination details and relevant unloading restrictions through your configured questions. Record the information needed to plan the work at that location, including the customer or site contact's instructions.

Choosing the service

Distinguish the move itself from packing, additional labor or other services your company offers. Define the included work and relevant quantities, and direct uncertain scopes into an assessment before preparing the price.

Service-area qualification establishes the serving location for the request. The office reviews the move's full scope and arranges the assessment or service appointments appropriate to the job.

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A proposal the customer can understand

Make the estimate describe the move.

Arrange a quote visit when your team needs to assess the property and requested work. The office can assign the visit, review the findings and build a manual quote in the customer and property context.

Two quote options for one household at one scale: move only carries twenty pieces, move and packing carries the same twenty and packs or protects all of them.The same twenty-piece household drawn twice at one drawing scale on one shared ground line. The household is one sofa 1.9 metres long, one fridge 1.7 metres high, one washer, twelve cartons and five smaller items. Option A, move only, shows every piece as it stands and records twenty items carried, nothing packed or protected, and twenty handling actions. Option B, move and packing, shows the same twenty pieces each inside a protection band with taped cartons, and records twenty items carried plus twenty packed or protected, a total of forty handling actions. Both options are compared in the same packet and acceptance records the option the customer chose. Piece counts and the household are illustrative service quantities and no price is shown.MOVING / THE SELECTED SCOPETwo defined options for the same household.One household · 20 pieces · both options drawn at one scaleA — MOVE ONLYCarried as it stands.Packing is not part of this option.Packing not includedThe customer packs; the crew carriesITEMS CARRIED20PACKED OR PROTECTED0TOTAL HANDLING ACTIONS2020 carried · no packing actions recordedB — MOVE AND PACKINGPacked first, then carried.The crew packs and protects the same household.Packing and protection includedEvery piece is packed or protected firstITEMS CARRIED20PACKED OR PROTECTED20TOTAL HANDLING ACTIONS4020 carried + 20 packed or protectedThe difference stays in one packetAcceptance records which option the customer choseIllustrative option scopes · piece counts are service quantities for one household · the drawing shows the staged forms at one scaleMOVING · THE SELECTED SCOPETwo defined options for one household.A — MOVE ONLYCarried as it stands · packing not included.ITEMS CARRIED20PACKED OR PROTECTED0TOTAL HANDLING ACTIONS20B — MOVE AND PACKINGPacked or protected first, then carried.ITEMS CARRIED20PACKED OR PROTECTED20TOTAL HANDLING ACTIONS40Illustrative option scopes · piece counts are service quantities for one household

Describe the work and charges

Add services and custom-work line items with price breakdowns, notes and relevant measurement information. Explain the scope covered by the proposed labor, packing or other charges in the offer.

Timing and expiry information keep the customer-facing packet specific to the proposal being reviewed.

Present useful alternatives

Separate options can compare a move-only scope with a wider service your company offers. Keep the differences clear in the same packet, so the customer is choosing between defined services.

Record the decision, then arrange fulfillment

Customers can review the packet, download a PDF, accept or decline an option and leave a response note. Acceptance records their choice. The office follows up with the schedule and appropriate order or invoice.

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Before committing the work

Keep the agreed service, terms and payment clear.

Use the service catalog to define the offers your company sells, including supported fixed, hourly, unit or other configured pricing. Relevant conditions and additions can qualify eligible services for the online buying path.

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Present the applicable agreement

Configured checkout brings the customer through account access, business terms, the required agreement and signature. Contract tools let your operation maintain the supported terms and customer-facing agreement presentation.

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Retain the financial context

Checkout can complete payment through a connected provider and create the order. Keep recorded payments and invoice history available to the office as it arranges the work and later reviews the amount due.

A manually accepted quote still requires the office to complete its appropriate fulfillment steps.

Move-day preparation

Give the crew the details they need to arrive prepared.

Create and assign the appropriate appointments with customer, property and service context attached. The office can review day, week, month and staff-comparison calendars, then edit or reassign the work when arrangements change.

Keep the agreed scope and the relevant origin and destination instructions in the work details. Staff use their assigned stops and route information to understand the visits the office has arranged.

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A section through a third-floor walk-up access: two stair flights, a boarded entrance and an annotated 6.5 metre carry to the marked loading position.A vertical section through the stairwell and street entrance of 47 Elm Court, drawn at one scale. Two flights of sixteen risers rise from the ground floor to the second and third floors inside a stairwell between the flat wall and the street wall, with the floor slabs at each landing. The street wall is cut away at the entrance, where a 2.6 metre opening is protected by boards on both jambs. A dashed route starts on the third-floor landing, follows both flights down, passes through the boarded opening and continues along the ground for 6.5 metres to a marked loading position, where the twenty-piece household scope is staged on the ground: a sofa 1.9 metres long, a fridge, a washer, twelve cartons and five smaller items. The recorded details beside the section name work order MW-021, crew Alex Rivera U-037 and Sam U-412, the recorded access — third floor, two flights, no lift — and the preparation carried out on site. Flights, distances and the loading position are illustrative service measurements.MOVING / ARRIVING PREPAREDThe access is recorded with the work before the crew is sent.A — SECTION THROUGH THE ACCESS · 47 ELM COURTB — THE DETAILS THE ASSIGNED STOP CARRIESGROUNDFLOOR 2FLOOR 3LOADING POSITION6.5 mWORK ORDERMW-021 · 47 Elm CourtCREW ASSIGNEDAlex Rivera U-037 · Sam U-412ACCESS RECORDEDThird floor · two flights · no liftPREPARED ON SITEStair runner laid · door frame boardedThe stop carries the access conditions it was planned fromStairs, lifts and loading access stay in the work details the crew is givenIllustrative move-day preparation · the flights, the 6.5 m carry and the loading position are service measurements · no weight or capacity limit is statedMOVING · ARRIVING PREPAREDThe access is recorded with the work.GROUNDFLOOR 2FLOOR 3LOADING POSITION6.5 mWORK ORDERMW-021 · 47 Elm CourtCREW ASSIGNEDAlex Rivera U-037 · Sam U-412ACCESS RECORDEDThird floor · two flights · no liftPREPARED ON SITERunner laid · frame boardedIllustrative move-day preparation · the flights, the carry and the loading position are service measurements

Record the active work

The staff PWA supports drive, on-site and hold timing, service activity and field reports. Record hazards, incidents or other issues with the operational context so the office can review what happened.

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Maintain the equipment behind the move

Manage vehicle and equipment records with distance or runtime, maintenance rules and work orders. Fuel, oil and eligible route usage contribute to the asset's recorded operating history.

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Location-assisted field actions depend on device permission, browser support and operating configuration.

The financial closeout

Finish with a clear invoice and a connected history.

Prepare the invoice for the agreed work and retain the service charges and recorded payments in the customer account. The office can review the amount due with the job's appointment and field activity available for context.

The completed move: the twenty-piece scope placed in the destination room, with the request, quote visit, move day and invoice recorded as a dated closeout.A flat elevation of the destination room at 18 Ash Road after the move, drawn at one scale. The room is 2.8 metres high with a skirting line, a dado line, two 1.6 metre windows and a 1.2 metre doorway with its leaf and handle, and it holds the delivered scope in the positions it was placed: a 1.9 metre sofa, a 1.7 metre fridge, a washer beside a 1.6 metre kitchen worktop with a sink, twelve cartons stacked three wide and four high, and five smaller items. Beneath the room a dated strip records four events — the request on 04 March with the origin and destination conditions, the quote visit on 08 March against Q810, move day on 22 March against work order MW-021 with crew U-037 and U-412, and the invoice and payment record on 24 March, matched against the configured checks. The closing band states that the charges, recorded payments and the appointment stay in the customer record. The room, dates, appointment and payment record are illustrative sample entries and no amount is shown.MOVING / THE CLOSEOUTThe move finishes as a placed scope and a dated record.A — DELIVERED AND PLACED AT 18 ASH ROADB — RECORDED IN THE CUSTOMER ACCOUNT1.9 m2.8 m04 MARRequest recordedOrigin and destination conditions08 MARQuote visitQ810 · the assessed scope22 MARMove dayMW-021 · crew U-037 and U-41224 MARInvoice and paymentMatched against the configured checksThe account keeps the delivered work and the money togetherCharges, recorded payments and the appointment stay in the customer recordIllustrative closeout record · the room, the dates, the appointment and the payment record are sample entries · no amount is statedMOVING · THE CLOSEOUTThe move finishes as a placed scope and a record.04 MARRequest recorded08 MARQuote visit · Q81022 MARMove day · MW-02124 MARInvoice and paymentIllustrative closeout record · the room, the dates and the appointment are sample entries · no amount is stated

Give the customer invoice access

Customers can review charges, download invoice PDFs and see payment history through the branded portal. Offer the payment methods configured for your operation alongside that account information.

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Match supported e-transfers automatically

With the supported payment mailbox connected, the system reconciles a payment automatically when every configured security check matches. Only a security mismatch requires office review, with notification and invoice context preserved.

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Keep follow-up in the same relationship

Customers can raise a support request and retain its conversation and status. Quote visits, upcoming services and invoices remain accessible, giving both sides a place to continue a service question after move day.

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Understand the work behind each move.

Review recorded driving, on-site and hold time alongside service revenue and available cost information. Staff, customer and service views help you assess the operating activity behind the completed work with the data coverage in view.

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Carry your company's brand through the storefront, customer and staff experiences. Multi-location controls let growing operations share selected configuration while keeping local geography, services and staff appropriate to each location.

Features depend on plan, service configuration and connected providers. Field workflows use a responsive browser-based PWA.

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