Visual Planning is a powerful scheduling and resource management tool that's simple to use. Visual Planning is used by thousands of organizations to share their schedules and work more efficiently together.
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WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.
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Reelow
Reelow CRM serves as a comprehensive software solution tailored specifically for moving companies, offering a suite of tools that allows professional movers to efficiently manage all aspects of their business. With the ability to handle an unlimited number of leads and customers, users can generate thorough inventory-based estimates and quotes, organize room-by-room inventories, schedule jobs, manage calendars, assign crews, and maintain organization throughout the entire moving process from initial lead to final completion. In addition to these features, Reelow CRM facilitates electronic signatures, accepts deposits and payments through Stripe and Square, calculates mileage and distance automatically, provides multi-user access with customizable roles and permissions, and delivers insightful business reporting and analytics. This platform is designed to cater to local, long-distance, residential, and commercial movers, consolidating sales, estimating, scheduling, crew management, customer relations, payments, and operations into a single, user-friendly interface. Unlike traditional CRM solutions that lack industry specificity, Reelow is engineered to align with the unique workflow of moving companies, empowering movers to streamline their operations, enhance organization, refine their sales strategies, and ultimately expand their business reach more effectively. By integrating all essential moving tasks into one platform, Reelow CRM not only boosts productivity but also fosters a more cohesive approach to managing the complexities of the moving industry.
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MoversDesk
MoversDesk is a web app that helps local movers run the whole job from first call to final invoice. Leads, estimates, scheduling, crew assignments, e-signed paperwork and payments live in a single customer record. The built-in AI receptionist picks up calls your office misses and logs each caller as a lead with a summary. Customers can send a video walkthrough of their home, and your estimator checks the drafted item list before any quote goes out. Plans start at $99 a month, with a 14-day free trial and no card needed. It is made for local moves, not long-distance van lines.
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