Home Moving & Packing Company System
Home and office moving companies working with integrated packing, moving, and setup crews.
From the survey to setup at the new location and the customer rating — a complete move handled by one team under full tracking.
No credit card required — your project is set up with the full system in under a minute
This is the system board as you'll receive it: workflow columns and starter cards showing the first steps
How does work flow in this system?
Every move request starts as a card in “Survey” with a visit appointment, where the supervisor estimates furniture volume, room count, and the labor, materials, and vehicles needed. It moves to “Quote” with a detailed price approved by the customer before any commitment; once accepted, the card moves to “Packing”, where the packing crew documents fragile items and box lists and contents with photos on the card.
On execution day the card moves to “Moving” and the supervisor follows loading, routing, and unloading, then “Setup” to place the furniture at the new location to the customer's satisfaction until they sign the acceptance. The card then moves to “Rating” to record customer satisfaction, remarks, and any compensation claims, and finally “Invoicing” to close the final balance after deducting the deposit.
Chat is the supervisor's channel with packers and drivers throughout execution day: a broken elevator that needs a workaround, extra wrapping for a valuable piece, a traffic delay. Announcements is management's voice to all crews: packing and lifting safety circulars, peak-season and holiday schedules, and customer-handling instructions. Dues records deposits, customer payments, daily crew wages, and packing-material costs per job — so the profitability of each move stands on its own.
Who does what?
The operational roles in this system and each role's responsibility in daily work — assign them to your team as-is or adapt them to your reality.
Crew Supervisor
Conducts the survey and prepares the quote, leads moving day from “Packing” to “Setup”, and records the customer's “Rating” and remarks.
Packers
Pack contents and document lists and fragile items with photos on the card, and carry out setup at the new location.
Drivers
Move the furniture safely and on time, and report any route or unloading obstacle to the supervisor over Chat.
Reception & Sales Clerk
Receives requests, schedules surveys, issues quotes, and follows up deposits and “Invoicing” for completed jobs.
What's prepared for you from day one?
System units
- Tasks — A kanban board with workflow columns and execution cards
- Chat — The team's fast daily coordination channel
- Announcements — The official voice of management — circulars and alerts that reach everyone
- Dues — Internal money with strict privacy — dues, advances, and expenses
Welcome announcement: «Welcome to the Moving Operations System»
From today, every move is managed as a card that travels from “Survey” to “Invoicing”. No packing begins before the customer approves the quote, and every fragile item is photographed on the card before loading. Start by logging your current jobs, each in its correct column, and anyone with a field observation should pass it to their supervisor over Chat immediately.
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