The Moving Company CRM that Scaled YEG's Top Notch Movers from 1 Truck to 4 Cities
From the Executive
Dale Bagole
Owner & Operator, YEG's Top Notch Movers
Need-to-know crew access, intuitive estimates, conflict-checked dispatch, and real-time payroll visibility—all inside one platform.
Prefer to scan the Q&A? Jump to it.Key Metrics & CRM Performance Improvements
Curious to learn how MovePlnr can help your business? In need of a CRM to help control your operations?
Dale has spent years in the moving industry, including time in larger multi-truck operations. Today he runs his own tightly coordinated local team in Edmonton, focused on quality, reputation, and delivering moves the right way—not on competing for the cheapest quote.
His previous moving software slowed him down more than it helped. Switching between hourly and fixed-rate pricing took too many steps. Multi-stop moves felt fragile. Editing bookings, jobs, or notes was clunky and frustrating. Even simple updates became time-consuming.
Support hours were limited and U.S.-based. The team didn’t fully grasp Canadian seasonality, weather delays, or the day-of realities of local moving. Dale never configured advanced features because getting the basics done was challenging enough.
Meanwhile, the daily workflow operated on a patchwork: dispatching through text messages, paper time sheets from operators, jobs printed for the warehouse each morning, and no clean way to hide customer information while still showing crews what they needed.
“Our old software was so cumbersome that I’d eventually give up and do things manually.”
That's when Dale switched to MovePlnr's moving company CRM—Canadian-owned, built for local movers, and backed by a team that answers fast and ships improvements quickly.
Turning clunky workflows into a fast, intuitive moving company CRM
With MovePlnr, quoting finally feels seamless. Dale can flip between hourly and fixed-rate pricing effortlessly, add multi-stop moves in a clean flow, and update details in seconds. Estimates are consistent, professional, and ready to send faster than ever.
Crew access is handled with precision. Future jobs show only high-level information. On the day-of, operators see addresses, phone numbers, and instructions. After the move, sensitive data disappears from the operator portal while remaining available to the office for analytics and history.
"Some days, I spent more time fixing the software than running the business."
— Dale Bagole, Owner & Operator, YEG's Top Notch Movers
"It’s so much quicker to maneuver through MovePlnr—where something used to take 3–5 steps, it’s now one clean flow."
— Dale Bagole, Owner & Operator, YEG's Top Notch Movers
- No more angry calls from double-booked customers — conflicts flagged before publish.
- Leads stopped dying in inboxes — auto-assignment with SLA follow-ups.
- Reporting wasn't a Friday chore — real-time dashboards replaced manual exports.
See conflict-free dispatch (visual board, reassign in one click, full change audit).
“Some days, I spent more time fixing the software than running the business.”
Dispatch moved from manual texting to a visual, real-time board. Crew and truck availability is visible at a glance, conflict checks run automatically, and one-click rescheduling keeps the day calm. Availability, time off, and temp schedules sit inside the same CRM—so payroll finally makes sense.
Room to grow—without per-seat penalties or access bottlenecks
Before MovePlnr, adding office users felt expensive and risky. Shared logins made accountability disappear. Keeping track of who changed what was almost impossible.
MovePlnr removes seat limits entirely. Every dispatcher, office member, and call center agent gets their own login—so the entire workflow is traceable and secure. Dale never has to hesitate about giving someone access.
As his team expands from roughly two office staff to five or more, adding users is simple. Roles and permissions scale cleanly, and the CRM remains the single source of truth.
“When I want something unique, I talk to Eric or Sam and they make it happen—it feels like the software moves with us, not against us.”
How multi-location scaling works (software for movers)
Need-to-know crew access, a focused operator portal, and payroll that lines up
MovePlnr’s operator portal gives crews just enough information to complete the job—nothing more. Sensitive customer information stays protected, while arrival windows, instructions, and job details stay crystal clear.
Availability and time-off management live in the same CRM. Full-time staff request time off, temps update their availability proactively, and the system raises off-duty alerts if someone is scheduled when they shouldn’t be.
When hours, jobs, and availability all sync, payroll becomes predictable. Back-office analytics show exactly who worked when—and leadership can coach with clarity instead of chasing handwritten notes.
“Local movers care about every job—and so does MovePlnr. It feels like partnering with a team that understands exactly how we operate.”
Customer experience for movers — the reputation effect
Speed, accuracy, and follow-through that customers notice
55%
faster callbacks & estimate turnarounds
≈50%
fewer complaints (moving CRM reviews improved)
+32%
higher reply rate to personalized follow-ups
See reporting & insights (speed-to-lead, utilization, revenue per truck)
What changed for Dale with MovePlnr
The biggest change wasn’t a single feature—it was the calm, organized flow that replaced daily friction. Tasks that once took multiple steps now take one or two. Jobs are clearer. Crews are better prepared. Cash flow is predictable.
- Office seats added without per-seat penalties
- Unlimited
- Manual texting replaced by visual dispatch & crew notifications
- Adopted
- Paper time sheets replaced with integrated availability & payroll
- Streamlined
- Customer complaints reduced
- 50%
Client Testimonial
“MovePlnr is elegant and fast. What used to take 3–5 steps in our old system now takes one—and I’m not fighting the software anymore. I’m actually running my business.”
Most importantly, Dale regained control. When he needs a unique workflow or improvement, he talks to Eric or Sam—and the update gets shipped. No ticket purgatory, no delays, and no feeling like a small mover forced into a big Van Line system.
Advice for new moving company owners (moving business advice)
Use one CRM from day one
Prevents chaos as you hire—leads, estimates, dispatch, and payments in one place.
Standardize the money-makers
Templates for estimates and conflict-checked scheduling boost win rate and margins.
Coach with KPIs
Speed-to-lead, utilization, and revenue per truck—improve what you can see.
The takeaway: CRM software that matches how local movers actually work
MovePlnr is built for local, quality-focused moving companies like YEG's Top Notch Movers. It unifies quoting, dispatch, permissions, and payroll into one consistent flow—designed for real operator behavior, not enterprise complexity.
Instead of fighting software or fixing preventable mistakes, Dale spends his time running and growing the business. MovePlnr gives him a modern, streamlined, accountable workflow that fits exactly how local movers operate.
YEG's Top Notch Movers x MovePlnr — Quick Answers
YEG's Top Notch Movers x MovePlnr — Quick Answers
How does MovePlnr help local movers improve day-to-day operations?
MovePlnr replaces texting, paper time sheets, and clunky legacy software with a connected workflow: quoting, dispatch, crew access, payroll, and reporting in one place. Local movers get speed, accuracy, and full visibility into the day.
What makes MovePlnr better for Canadian moving companies?
MovePlnr is Canadian-owned and understands Canadian weather, seasonality, and regional moving patterns. Support is fast, accessible, and tailored to how Canadian movers actually work—unlike U.S.-centric systems with limited hours.
How does MovePlnr simplify dispatch for a small or mid-sized moving team?
Dispatch becomes visual and conflict-free. Crew availability, trucks, and schedules update in real time. Changes are logged automatically, and notifications go out instantly—no more last-minute texts or scheduling mistakes.
Can MovePlnr handle multi-stop moves and custom pricing?
Yes. MovePlnr supports complex multi-stop jobs, packing services, custom rates, hourly/fixed hybrid pricing, and special cases. Dale uses this daily, switching pricing types in seconds instead of minutes.
How does MovePlnr protect customer information from crews?
Operators see only what they need: job details, arrival windows, and instructions. Sensitive customer data like phone numbers and addresses appear only on the day-of and disappear after the job is complete—keeping privacy intact.
Does MovePlnr help with crew management and payroll accuracy?
Absolutely. Crews manage time-off requests, temps update their availability, and off-duty alerts prevent bad assignments. Hours and jobs sync automatically into payroll, eliminating mistakes caused by paper sheets or manual entry.
How does MovePlnr improve customer experience for local moving companies?
Faster quotes, better communication, cleaner schedules, and reliable follow-ups mean fewer complaints and more 5-star reviews. Dale saw complaint rates drop nearly 50% after switching.
Is MovePlnr a good MoveItPro alternative for smaller moving companies?
Yes. MovePlnr offers unlimited users, simpler workflows, and Canadian support—without the rigid structures or high per-seat pricing Dale struggled with in MoveItPro. It's built for nimble local operators, not giant van lines.
How long does it take to get a small team fully up and running?
Most teams book real jobs within a few days. MovePlnr handles setup, imports, roles, and dispatch configuration. Training is fast because the software is intuitive and built specifically for moving workflows.
What's the main benefit Dale saw after switching?
Control. Faster quoting, cleaner dispatch, protected customer data, predictable payroll, and direct access to the MovePlnr team when he needs something unique.
Run your moving company like Dale—without the clunky software
See conflict-checked dispatch, operator permissions, and clean payroll in action.
Book a Demo
Book a demo to see how MovePlnr replaces manual texting, paper time sheets, and rigid workflows with a modern moving company CRM built for local movers. We'll walk you through the exact features Dale uses every day.
Get a Free Consultation
Let's have a quick chat about your moving company's goals — just like we did with Cactus Moving. Share your details and we'll reach out to discuss how MovePlnr can help transform your operations.