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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MoveBlueprint
MoveBlueprint gives an independent moving company a finished, mover-reviewed inventory without sending anyone out to the house. The customer records one walkthrough on their phone, or the mover walks them through it on a live video call. The AI names the items it sees and hears; volume and weight come from the cube and weight tables the trade already uses, never from a guess. Your team edits anything it wants, then the finished inventory pushes into the CRM you already run. MoveBlueprint Survey is $99 a month flat, with unmetered surveys and a 14-day free trial. MoveBlueprint Complete is $199 a month and adds quoting at your own rates, online e-signature and deposit collection through your own Stripe or Square account, along with the lead pipeline, customer messaging and dispatch.
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