Survey
Volume per room.
Transport segment
Removals: survey, quote, crew and invoice, built for UK businesses
Invoices follow UK practice: 20% VAT shown separately, HMRC Making Tax Digital in mind, and payment by Faster Payments, Bacs or card. Removals companies survey each client, quote by volume, agree a date and arrange crew and vehicles. The system keeps survey notes, quote, job-day plan, damage notes and invoice in the same client record.
- English and community languages
- Bacs and GBP
- Roles and audit log
Survey and quote
At the survey, volume per room, floor, lift and access information are entered; the quote is calculated from this and sent as PDF by e-mail. When the client agrees, the date is entered in the calendar.
Volume and price formulas are defined according to the company's own tariff.
Crew, damage and invoice
On the job day, crew members and vehicles are assigned and the plan is passed to staff. If damage occurs, a note with photos is added and a customer notice is prepared; when the job is done, the invoice is built from the quote items.
Insurance matters are clarified with the company's insurer.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
UK-specific points
In the UK, moving seasons concentrate in certain months and clients write in one of several languages. The system holds the client language and prepares the quote and confirmation e-mail in it; prices are calculated in GBP.
Frequently asked questions
Can the survey be entered on a tablet?
Yes; the form is filled on a phone or tablet and the record is linked directly to the client file.
Will the quote template be specific to us?
Yes; logo, items and texts are set together with the company.
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