Moving companies, junk removal, couriers and towing operators share a workflow: a quote request comes in, someone prices it, a job is scheduled, a crew and a truck are assigned, the job is done, an invoice goes out, and a review is asked for. In most companies that workflow lives in WhatsApp, a notebook and a spreadsheet — which is why quotes are missed and jobs are double-booked. This is the operations panel we build for transport businesses, and why it pays for itself in the first missed job it prevents.
The problems
- Quote requests from the website go to an inbox; response time is hours, and the first mover to reply usually wins.
- Pricing is inconsistent — the same job quoted three different ways by three people.
- The schedule is a group chat; crews find out about changes late.
- Invoices are typed after the job, sometimes days later; payments chase.
- Reviews are asked for occasionally, by whoever remembers.
The panel
- Quote inbox with the website form details (from, to, date, inventory, stairs, access) and a pricing calculator that applies your rules — distance bands, hourly rates, crew size, extras — so any team member quotes the same number in minutes.
- One-click quote email from your own address, with accept link; accepted quotes become jobs.
- Job calendar by day and by truck; drag to reschedule; conflicts flagged.
- Crew assignment with a job sheet the crew opens on their phone: address, contact, inventory, notes, photos, start/finish times.
- Invoices and payments generated from the job, sent from the panel, paid online (Stripe) or marked paid.
- Automatic review request the evening after the job, with your Google review link.
- Customer records and a simple month view: jobs done, revenue, average job value, lead sources.
Why not a generic CRM?
Generic CRMs are built for sales teams, priced per seat, and still need configuring for trucks, crews and inventories. A panel built around your actual job flow is used because it matches how the day runs, and it costs a fixed amount once. It also connects to the website you already have, so the quote form on the site is the front door to the panel, not a separate system.
Cost and delivery
An operations panel like this is a four-to-six-week fixed-scope build under admin panels, delivered in stages so quotes and scheduling are live first. We build for moving companies in Canada, the US and Australia; see portfolio and price it with the cost calculator.