fbpx

Client Management

Service your clients better and more effectively with our cloud based, secured client management platform for moving companies

MoveCo BMS was designed to provide privately owned, local moving companies an easy to use, simplified, yet complete cloud based software to ease the management of your moving company. We used our years of experience and collaboration with dozens of moving companies to create the essential features to help you automate and simplify the management of moving company.

Customer relationship management is vital part of any successful moving company, and MoveCo BMS can help you grow your client list. Our moving company software will allow you to handle every aspect of the customer relationship management process, increasing retention among new and established clients.

Easily convert prospect to clients

Easily convert prospect to clients

Simply convert your prospects into clients with a click of a button. Enter notes and set job related tasks to make sure that you are 100% for the move day. Never miss insurance certificates, parking permits, or specific instructions from your clients.

Auto generate contracts

Auto generate contracts

Have you ever had a client say that they haven’t received a document from you? Or they weren’t informed about a charge? Well, now you can automatically e-mail the moving contract, booklet and any other required.

Track client lifecycle

Track client lifecycle

Customer relationship management capabilities of MoveCo BMS allow you to store and track client history, documentation and notes in a structured manner. Imagine life where all your customer information is stored in one place and accessed from anywhere..

Assign crew and truck

Assign crew and truck

As the job is done, automatically send move confirmation to the client by click of a button. You can also create custom confirmation forms that will contain your company information.

Assign crew and truck

Assign crew and truck

When booking a job, you can instantly assign and schedule the crew and truck. The crew is automatically notified via MoveCo BMS mobile app, so no more calling, texting or e-mailing your movers.

Back to features overview