Guide to Using Moverbase as a CRM for Canadian Moving Companies

Starting at $29 per month, Moverbase is an excellent value.

Here’s a step-by-step guide for Canada’s moving companies who want to streamline their operations with a purpose-built moving CRM like Moverbase. This guide covers the full workflow: from capturing new leads to dispatching crews on moving day—tailored to the Canadian market.

1. Capturing Leads

• Lead Forms & Website Integration: Add customisable lead capture forms to your website. Every enquiry is logged directly into Moverbase, eliminating lost leads.
• Zapier Automations: Leads from Google Ads, Facebook campaigns, or comparison sites flow automatically into Moverbase—no manual data entry.
• Centralised Dashboard: All leads are managed in one place, helping sales staff prioritise and respond faster.

2. Automatic Communication

• Instant Email Replies: Send professional confirmation emails the moment a lead makes an enquiry.
• SMS Reminders (Canadian numbers via Twilio integration): Customers receive text reminders for surveys, move confirmations, and moving day updates.
• Follow-Up Sequences: Automated emails or SMSs can chase quotes not yet accepted or remind customers of their upcoming move.

3. Creating Detailed Quotes

• Metric System Default: Canadian customers expect cubic metres and metric distances—Moverbase handles this automatically.
• Customisable Quote Templates: Add your branding, terms and conditions, and automatically apply GST/HST or provincial tax rates as required.
• Smart Estimator: Generate accurate quotes factoring in inventory, hourly/flat rates, vehicle size, staff numbers, and estimated time.
• Digital Acceptance: Customers can accept with a single click and e-sign, speeding up the booking cycle.

4. Accepting Deposits & Payments

• Local Currency (CAD $): All quotes, invoices, and payments are issued in Canadian dollars.
• Canadian-Compatible Gateways: Integrate with Stripe, Square, or PayPal to take payments online or in person.
• Deposits: Secure bookings by requiring deposits at the point of acceptance.
• On-Site Payments: Crews can take chip-and-PIN or contactless payments on moving day with Stripe or Square terminals.
• Accounting Export: Sync invoices and payments with QuickBooks for tax-ready reporting.

5. Dispatch Management for Moving Days

• Crew Scheduling: Assign the right crew and trucks to each job and manage conflicts with an easy drag-and-drop scheduler.
• Mobile App for Crews: Movers see schedules, notes, and customer details directly on their phones.
• Real-Time Job Tracking: Update job statuses (en route, loading, completed) and keep office staff in sync.
• Customer Communication: Automated text/email updates let customers know when to expect the crew.
• Completion & Payments: Mark jobs as complete, capture payment, and close out the move in one system.

6. Why This Matters in Canada

• Metric Standard – Quotes and surveys in cubic metres, not cubic feet.
• Tax Compliance – Apply GST/HST or provincial sales taxes automatically on invoices.
• Local Currency – Customers expect quotes in Canadian dollars (CAD) and chip-and-PIN/contactless payments.
• Efficiency Gains – Automation reduces admin, speeds up booking, and improves customer satisfaction.

End-to-End Workflow Snapshot

• Lead captured → Website, phone, or comparison site lead auto-logged.
• Auto communication → Email/text confirms enquiry instantly.
• Quote generated → Metric calculations, GST/HST included, sent for digital acceptance.
• Deposit collected → Payment link in CAD secures booking.
• Dispatch scheduled → Crews and trucks assigned, mobile app synced.
• Moving day managed → Automated reminders sent, payments collected, job closed.

Result: A smooth, professional customer journey with fewer admin headaches, faster bookings, and higher customer trust—tailored to the needs of Canadian moving companies.