Guide to Using Moverbase as a CRM for Australian Removalists
Starting at $29 per month, there is nothing out there that competes with Moverbase.
Here’s a step-by-step guide for Australian removalists who want to streamline their operations with a purpose-built moving CRM like Moverbase. This guide walks through the entire workflow: from capturing a new lead to managing moving day dispatch, with a focus on the Australian context (AUD, GST, metric system).
- Capturing Leads
- Lead Forms & Website Integration: Add lead capture forms to your website or landing pages. Moverbase automatically records enquiries as new leads.
- Zapier Automations: If you generate leads via Google Ads, Facebook, or comparison sites, Zapier instantly pushes them into Moverbase so no enquiry is lost.
- Centralised Lead Dashboard: Every new lead is stored in one dashboard—no more juggling spreadsheets or email threads.
- Automatic Communication
- Instant Email Replies: As soon as a lead submits their info, Moverbase can send an automatic personalised email acknowledging receipt.
- Text Reminders via Twilio: Customers receive SMS confirmations, reminders, and on-the-day updates. This reduces no-shows and builds trust.
- Follow-up Sequences: Create automated follow-ups (e.g., “Your quote is ready” or “Don’t forget your move next week”) so staff don’t waste time manually chasing customers.
- Creating Detailed Quotes
- Metric System Built-In: Switch to cubic metres for accurate space calculations. No conversions needed.
- Customisable Templates: Add your logo, branding, terms, and GST calculations (default 10% added automatically).
- Smart Estimator: Factor in inventory lists, hourly or flat rates, truck size, and estimated duration. Quotes are consistent and transparent.
- E-Signatures: Send quotes digitally—customers can accept with one click.
- Accepting Deposits & Payments
- Local Currency (AUD): Charge in Australian dollars.
- Multiple Gateways: Integrate with Stripe, Square, or PayPal—all supported in Australia.
- Deposits: Require upfront deposits to secure booking; payment links are included in your quote or booking confirmation.
- On-Site Payments: Crews can take chip-and-PIN or contactless payments on moving day using Stripe Terminal or Square devices.
- Accounting Sync: Export invoices to QuickBooks Online.
- Dispatch Management for Moving Days
- Crew Scheduling: Assign jobs to specific trucks and team members directly in the CRM.
- Mobile App Access: Crews see their schedule, job notes, and customer info on their phones.
- Real-Time Updates: Track job readiness, update statuses (en route, loading, completed), and sync instantly with the office.
- Customer Communication: Automated SMS/email reminders ensure customers know when to expect your crew.
- Job Completion & Payments: Mark jobs as complete, collect payment, and close the job—all from the field.
- Why This Matters in Australia
- Metric Units: Quotes match customer expectations (cubic metres, not cubic feet).
- GST Compliance: Default 10% GST makes invoicing accurate and compliant.
- Local Payments: Australian customers expect card payments; integrated Stripe/Square support ensures smooth transactions.
- Automation = Efficiency: Less admin, more jobs completed, higher customer satisfaction.
End-to-End Workflow Snapshot
- Lead arrives → Auto-capture into Moverbase.
2. Automatic reply → Email/text confirms enquiry.
3. Quote created → Metric calculations, GST, digital acceptance.
4. Deposit collected → Secure booking with AUD payments.
5. Dispatch managed → Crews scheduled, mobile app synced.
6. Moving day → Reminders sent, payment taken, job closed.
Result: A seamless customer journey with fewer admin headaches, more automation, and a professional experience tailored to Australian removalists.
