Requirements checklist
What to ask for when choosing software for packers and movers.
A checklist built from how packers and movers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Lead capture and quick quote
- Room-wise pre-move survey
- Crew and vehicle scheduling
- Numbered inventory and delivery count
- Consignment notes and transit papers
- Damage claims and settlement
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For surveyors and the booking desk
- For move coordinators
- For crew supervisors and drivers
Reports to ask for
Ask to see each one with your own sample data.
- Enquiries by source and the bookings they became
- Moves by month, route and flat or office size
- Surveyed item count against what was actually loaded
- Cartons, bubble wrap and tape consumed by move and by crew
- Crew and lorry use by day, with hired trucks separated
- Damage claims open and settled, with insurer reference
- Balances outstanding by customer and corporate account
Systems it may need to connect to
Note which ones you already run.
- SMS and email
- Payment links and gateways
- Accounting software export
- GPS devices on owned lorries
- Barcode or label printer for cartons
Questions for any vendor
Put these to every supplier you are comparing.
- Is it meant only for packers and movers?
- Can the pre-move survey be done on a phone?
- Does the quotation come from the survey list?
- Can carton labels be printed?
- Can a customer be told where the lorry is?
- How are damage claims recorded?
- Does it cover goods held in storage?
- Can corporate relocations be billed against a purchase order?
- Will the accounts figures reach my accounting software?
- Do two lorries and a small crew need this?
- How soon would the booking desk move onto it?
- What should the moving company bring?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Leads are lost to faster movers
- Quotations vary by surveyor
- Inventory lists cause disputes
- Packing material is never costed to the job
- Crews and lorries are double-booked
Prefer to talk it through? See the packers and movers page.