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Client Management

A full featured Client management system to track Customers, Estimates and Jobs




Integrate your customer list with your job booking and your staff management. MoverBase brings the essential elements of client management to any moving company through our centralized system. Book jobs, view past history, search for clients, and import client information into new Jobs with just a few clicks.

  1. Address Book: Full featured client rolodex

  2. Unlimited number of Clients: Add your entire customer list to MoverBase for no additional charge

  3. Powerful Client Search: Keyword search, dynamic grouping, rolodex and list views, calendar search. We have the search tools to find your client fast.

  4. Clients are stored forever: Never lose a Job history or past Client information

  5. Instant Access to Client Info for Job Booking: Schedule Moving and Estimating Jobs, MoverBase prefills all client information so you can close the deal fast.

  6. Client Job History: All past Jobs and Estimations, whether completed or not, can be saved and searched in MoverBase

  7. Job Price Estimator: Create Instant Job Prices to quote over the phone or print or email Job Price Sheets customized with your company's information.

  8. Client Type: Track residential and commercial Clients

Related Works

  • Wireless Payment
    Features
    Integrate your Stripe device seamlessly with Moverbase's Android app to make on the job
  • Stripe Payments + Moverbase
    Features, Integrations
  • Scheduling System
    Features
    A Powerful Central Calendar for Jobs, Estimates, Mover Availability and Assignments, and
  • Powerful Dashboard
  • Scheduling System
  • Job Management
  • Supplies Calculator
  • Job Price Estimator
  • Capacity Estimator
  • Send Quotes By Email
  • Leads Management
  • Estimator Assignments
  • Reminders
  • Automatic Lead Response
  • Automatic Review Requests
  • Maps & Routes
  • Customer Portals
  • Embed Free Quote Form
  • Staff Management
  • e-Signature
  • Digitize Documents
  • Custom Fields
  • Wireless Payment
  • Square Payments + Moverbase
  • QuickBooks + Moverbase
  • Paypal / Braintree + Moverbase
  • Powerful Reports
  • Client Management
  • Truck Management
  • BCC Email Logs
  • Online & Phone Support
  • Zapier + Moverbase

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What We Do

Moverbase is powerful moving company software that manages the entire operations of a moving company. We empower our moving company clients with web and mobile apps to make them super efficient and profitable.
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