Follow a move through MovePlnr

Every move takes the same road: someone asks for a quote, says yes, gets a crew and a truck, moves, pays, and leaves a review. Here is every guide, placed where it happens.

1 Win the job
2 Book it
3 Plan it
4 Move day
5 Close and get paid
6 After the move

Win the job

An enquiry comes in and you turn it into a quote.

Calls, texts and email in the Inbox Inbox · 3:49
Add a lead form to your website Marketing · 4:16
Connect Meta lead ads and read the Meta Ads report Marketing · 3:39
Messenger, Instagram and social posts Marketing · 2:59
Bring Local Services Ads leads into New Business Marketing · 2:24
Build and send estimates Sales · 3:27
Work your sales pipeline Sales · 3:33
Send a self-serve estimate Sales · 3:01
Set up pipeline follow-ups Sales · 3:35
Quote and run a long-distance move Sales · 5:57
Work with partners and referrals Sales · 3:56
Sell supply packages on estimates Sales · 2:23

Book it

The customer says yes, signs and pays a deposit.

Offer customers financing Finance · 2:56
Build contracts and collect signatures Sales · 3:28
Build, send and track waivers Sales · 4:26
Book packing and moving days as one bundle Sales · 2:26
Send quote pages customers sign and pay Sales · 3:55

Plan it

Crews, trucks and the day, set the day before.

Run delivery routes and combine invoices Dispatch · 3:50
Plan the day on the Dispatch board Dispatch · 2:00
Assign crews and confirm them by text Dispatch · 4:07
Plan small local jobs into rides Dispatch · 3:52
Tag moves and filter by tag Dispatch · 2:13
Get move notices as phone notifications Operator · 2:47
Run your truck yard Yard · 3:48

Move day

The crew does the job and keeps everyone posted.

Chat with your crews in move chats Dispatch · 2:41
Read stage timing and set custom timers Dispatch · 3:15
Take in-person payments with a card reader Finance · 2:58
My Report Card Operator · 3:54
Run a move from your phone Operator · 3:26
Sign in on your phone Operator · 2:50

Close and get paid

Hours in, invoice out, money collected.

Take payments and close a move Finance · 3:35
Offer, book and bill storage Finance · 4:40
Reconcile your bank and payouts On the way
Sync your books with QuickBooks Online On the way

After the move

Reviews, the odd claim, and paying the crew.

Handle a damage claim Claims · 3:45
Run payroll and pay your crews Finance · 3:26
Pay recruiter bonuses Finance · 3:28
Ask for reviews and track them Marketing · 3:12
Rate your crews, read report cards and run quizzes Operator · 3:29

Set up once

Before the first move, and again when something changes.

Add and manage your team 5:38
Set up move stages and their steps 3:48
Set up truck groups 3:15
Share and copy templates across branches 4:27
Connect your integrations and add-ons 3:30
Access presets and the Access checker 4:02
Set up your company basics 3:43
Start in the app after you sign up 3:03
Set up lead source attribution rules 4:28
Your first move, start to finish · on the way
Set up your branches · on the way
Review the agreement customers sign · on the way

Running the business

Every day, whatever stage your moves are at.