Pre-Move Survey & Shifting Goods

Provide a comprehensive interface for surveyors to conduct pre-move inspections and estimate shipment logistics. When customers request moves, the surveyor records precise logistical parameters and builds a shifting items checklist.

Pre-Move Survey Features:

• Logistical Detail Logging: Record elevator access, floor numbers, carry distance, and shifting types for origin and destination.
• Volume Estimation (CBM): Automatically calculate cumulative CBM volume based on standard volumes of listed shifting items.
• Fragile Handling & Security: Flag fragile and high-value shifting items requiring specialized packing boxes.

Survey Form View

Move Enquiry Form View

Move Enquiries Pipeline

Fleet & Crew Operations Management

Coordinate crew roles, vehicle scheduling and job tracking. Run operations from one board organised by status stage.

Operations Features:

• Crew Allocation: Coordinate supervisors, drivers, packers, and helpers. Prevents double-booking crew members on overlapping dates.
• Fleet Cargo Capacity: Match move volumes (CBM) to truck capacities and trigger warning flags when safe cargo capacity limits are exceeded.

Move Job Form View

Manage moving orders execution and resource assignments. Keep track of client details, designated crew, assigned vehicles, move dates, and execution status in a unified view.

Move Job Crew & Vehicle Page

Allocate dedicated crew roles (supervisors, drivers, packers, helpers) and vehicles for a move job. Track assignments and scheduling clearly.

Assign Crew Popup

Assign crew members quickly from a popup, choosing their role and preventing overlapping schedules on the same day.

Move Jobs Board View

Move each job across a visual board of stages: Surveyed, Booked, Packing, Loaded, In Transit, Out for Delivery, Delivered and Completed.

Dispatch Calendar View

View all scheduled moves in a unified calendar layout to coordinate fleet availability and track upcoming move timings.

Reporting & Analysis

Measure true business profit margins. Every relocation job records its actual operational expenses against contract revenue to calculate real margins.

Costing & Profit Features:

• Expense Logging: Log actual costs for fuel, tolls, crew daily wages, and packaging boxes directly on the Move Job.
• Gross Profit Analysis: Compare estimates with actual incurred operational costs, giving owners clear insights on business profitability.

Job Costing & Margin View

Log and track all actual job operational costs (wages, vehicle fuel, tolls) to analyze actual versus estimated costs and calculate exact gross profit margins.

Move Operations Analysis

Gain details on your relocation business with advanced reporting tools, tracking moves count, distances and metrics by stages.

Customer Satisfaction Analysis

Analyze feedback ratings and comments in real-time to monitor satisfaction trends.

Movers Setup & Configuration

Configure shifting service types, rate cards, pricing rules, rooms & zones, stages, and crew roles to customize your operations.

System Configurations:

• Move Shifting Types: Define service categories (Local Shifting, Domestic, Office Shifting) with defaults.
• Rooms & Shifting Zones: Create room categories (Bedroom, Living Room, Kitchen) to group inventory.
• Pricing Surcharge Rules: Configure automatic calculations for floor levels, carrying distance, and fragile items.

Move Parameters Settings

Set the discount approval threshold and the minimum margin. Move orders below either limit wait for manager approval before they are confirmed.

Move Types Configuration

Manage and configure shifting services (Domestic Shifting, Local Shifting, Office Relocation) with custom portal details.

Rooms & Setup Configuration

Setup household and commercial zones (Bedroom, Kitchen, Living Room, Warehouse) to structure pre-move inventory.

Pricing Rules Configuration

Configure automatic calculations for floor levels, carrying distance, and packaging type pricing rules.

Standard Rate Card Settings

Create custom interstate and local rate cards to automatically apply shifting calculations.

Charge Types Configuration

Configure and map move charge types to specific product types in Odoo.

Move Job Stages

Customize stages and progression milestones of Packers & Movers jobs.

Crew Roles Configuration

Manage standard operational roles for shifting crews (Supervisor, Driver, Packer, Helper) for quick resource scheduling.

Customer Shifting Website & Portal

Give your clients a portal on your website. Customers can review move quotes, accept or decline them, follow live stages, and file claims.

Portal Shifting Features:

• Quote Approvals: Clients log in to review, accept or decline their move quotations and estimates.
• Live Stage Tracking: Customers can follow their relocation status (Packing, In Transit, Delivered) on their portal.
• After-Sales Claims: Customers submit feedback, rate shifting crew performance, and log damage claim cases.

Portal Quotations List

Customers see their move quotations with the move type, total price and status, and open any one to review the details and accept or decline it.

Portal Move Detail & Tracking

Opening a move shows its live tracking timeline, the room-by-room item list, the quotation download, a rating box and a form to report a claim.

Portal Moves List

Every booked move the customer has, with its route, current status and progress percentage, sorted newest first.

Public Move Tracking Page

Anyone with the move reference and the registered phone or email can follow the move status and its milestone timeline on your website.

Damage Claim Record

Each claim moves through New, Under Review, Approved or Rejected and Settled, with claimed and settlement amounts, linked move job and insurance policy.

Feedback & Rating Record

The rating and comment a customer submitted for a move, which you can publish as a testimonial on your website.

Website Booking

Give customers a branded website where they can read about your services, request a quote and track a move.

Landing Page Features:

• Interactive Landing Page: Showcase moving services (domestic shifting, local moving, commercial relocations) with FAQs and testimonials.

Landing Page Overview

Move Quotation & Booking Flow

Establish moving estimates and bookings. Dynamically calculate transport charges, packing fees, and logistical surcharges, and automatically generate confirmed sale orders.

Quotation Booking Features:

• Dynamic Price Calculation: Items, slabs, surcharges, and transit insurance are computed based on active rate cards.
• Confirmed SO & Job Generation: Confirming the Move Order quotation automatically generates a confirmed Sale Order and a Move Job.

Dynamic Pricing & Shifting Booking Demonstration

Professional Shifting PDF Reports

Generate elegant, print-ready PDF reports for shifting operations and customer invoices. Supports printing directly from move jobs or orders.

Available PDFs:

• Move Quotation PDF: Printable PDF containing shifting routes, detailed item volumes, dynamic quote calculations, and payment schedules.
• Crew Work Order / Packing List: Print detailed checklist sheets for packing crews containing shifting inventories and wrapping types.
• Delivery Challan (POD): Print delivery challan with customer signature lines to record proof of safe delivery.

Move Quotation Report PDF

Daily Dispatch Sheet PDF

Delivery Challan (POD) PDF

Packing List PDF

Crew Work Order PDF

Survey Details PDF

Shifting Claim PDF