The automation blueprint for movers

Manual work slows down your moving business and leaves too much room for mistakes. With our automation blueprint for movers, you can track every lead, manage payments on time, and follow up with customers without lifting a finger. MoversTech CRM helps you automate the entire process, from the first lead to the final review, all customized to fit your moving company’s needs.

What is our recommended automation blueprint for movers and how will it help you?

The automation blueprint for movers is our recommended step-by-step setup based on industry best practices. It helps you automate every stage of a moving job, from the first lead to final payroll. However, MoversTech CRM is entirely flexible, allowing you to build any kind of automation tailored specifically to your company’s workflow. Automations can go end-to-end, covering every aspect of your operations. You can literally change or add whatever you want—whether it’s the timing, content, or design of communications—to perfectly fit your processes and significantly improve conversions, payment collections, and customer reviews.

Here’s how our recommended automation setup can help you work faster, stay organized, and deliver better service:

Automate lead management

• New lead arrives → Welcome email sent by MoversTech
• Customer submits inventory/job details → Information auto-populates in CRM

When a new inquiry comes in (triggered by a new incoming lead), MoversTech CRM automatically sends a welcome email. This email includes a direct link where customers can submit their inventory and job details. You don’t have to manually chase information or enter data by hand—this information automatically populates from the customer’s submission. Every lead gets immediate attention, so you never lose a potential customer due to slow follow-up. By automating lead management, you respond faster, collect complete information, and stay organized without extra work.

Generate estimates and pricing

• Customer submits inventory/job details → Estimate automatically generated based on customizable pricing rules

Once a customer submits their inventory and job details, MoversTech CRM can automatically generate an estimate. This is an important part of the automation blueprint for movers. The system calculates pricing based on factors you set, like cubic footage, distance, labor time, or any other rule you follow. You can fully customize these rules to fit your pricing model. This automation saves time and removes the risk of manual errors. It also ensures every customer gets a fast, professional estimate. With auto-generated estimates, you speed up your sales process, provide accurate pricing, and show customers you run an organized and responsive moving company.

Send quotes and deposit requests

• Job status changes to “Estimating” → Customized quotes sent automatically with deposit/payment links

When you move a lead to “In Estimating,” MoversTech CRM automatically sends a professional quote to the customer. This email can also include a secure payment link for the deposit. You don’t need to manually create documents or chase payments. The system handles it for you, sending clear, branded quotes with accurate pricing based on your rules. This automation keeps your sales process moving fast and reduces the chance of losing leads who are ready to book. By automating quotes and deposit requests, you make booking easier for your customers and free up your team for more important work.

Confirm bookings seamlessly

• Deposit payment received → Automatic booking confirmation updates job status and customer schedule

After a customer pays the deposit, MoversTech CRM instantly updates the job status to “Booked” and sends a confirmation email. This email can include everything the customer needs to know—like the date and time of the move, what to expect on moving day, and how to contact your team if needed. You can fully customize these messages to match your brand and your process. Automating booking and confirmation keeps your schedule accurate and keeps customers informed without manual follow-up. This step also reassures customers that their move is secured, adding a professional touch to your service.

Send pre-move reminders and documents

• Scheduled intervals before move → Customized reminders/documents automatically sent to customers

MoversTech CRM automatically sends customized reminders and necessary documents to the customer, triggered by move occurrence or scheduled for specific intervals (before/on/after hours or days you set). Our system can create any type of automated message, sending customized emails or texts fully designed to match your branding. Include important details like payment links, inventory lists, detailed price breakdowns, or file attachments—all automatically populated from job data. This significantly reduces last-minute calls, keeping both your customers and team prepared and organized.

Notify crews and update jobs automatically

• Job start → Automatic SMS/email notifications sent to crew and customers

MoversTech CRM automatically sends an SMS update to customers when your crew starts the job (triggered by job start). You have complete flexibility over when and how these messages are sent, fully customizing their content and design. Automated communication streamlines dispatch, ensuring everyone stays informed throughout the move.

Collect payments easily

• Job completion → Automatic invoicing and payment collection

Once the job is marked as “Completed” (triggered by job completion), MoversTech CRM automatically sends the final invoice with a secure payment link. You can fully customize these invoices by including payment links for deposits or full balances, detailed inventory lists, price breakdowns, or any file attachments—all automatically populated with data from the completed job.

Request reviews and feedback after the move

• Few days after job completion → Automatic review and feedback requests

A few days after the move, MoversTech CRM automatically sends a follow-up email to the customer. This is an essential part of our recommended automation blueprint for movers because this message thanks them for choosing your company and asks them to leave a review on platforms like Google or Yelp. You can customize the message and include direct links to your review pages to make it as easy as possible for customers. Automated follow-ups make it easier to collect reviews and stay connected with past customers. These are some of the benefits of automated follow-ups in moving. They help you stay top of mind for future moves too.

Calculate payroll

• Job completion → Automatic payroll calculations

Once a move is marked as “Completed,” MoversTech CRM automatically calculates payroll for your crew based on actual hours worked. The system pulls time data directly from job logs, so you don’t have to manually collect timesheets or enter hours. This automation reduces payroll errors, ensures fair pay, and saves your office team work hours each week. You can also customize payroll rules to match your policies, like overtime rates, bonuses, or different pay rates for specific roles. By automating payroll, you ensure your team gets paid correctly and on time, without the usual back-and-forth.

Customize your automation workflow

While this recommended automation blueprint is based on extensive industry experience, MoversTech CRM allows complete flexibility. You can create any kind of automation to fit your business’s unique processes. Set triggers such as move occurrence, job status changes, new leads, job start, job completion, payment received, or any other action that fits your operational workflow. Choose precisely when actions occur (before/on/after specified hours, days, etc.). Fully customize emails or texts regarding content, design, and attachments.

Start automating today

Manual processes slow you down and leave room for mistakes. With MoversTech CRM and the automation blueprint for movers, you can build a system that captures every lead, manages payments, keeps customers updated, and handles payroll automatically. This means fewer missed steps, faster responses, and a smoother experience for your customers and your team. Don’t waste time on tasks you can automate. Let MoversTech CRM handle the details so you can focus on booking more jobs and growing your moving business. Schedule a demo today and see how automation can transform the way you work.