Moving Company HQ
Local moving companies
Quote moves, schedule crews and trucks, track supplies and collect final payments.
Use this templateMoving Company HQ
Plan the week of moves from one page. Quotes and bookings are on the Moves board, crew leads see their own list under Mine, and Mark done closes a move after the final walk-through. Supplies shows what to reorder; Invoices tracks final payments.
Dashboard
Pre-move survey and quote
Move day routine
Handling a damage claim
Customers
People and offices you have moved, with what they paid and owe.
| Customer | Type | Status | Phone | Neighborhood | Customer since | |
|---|---|---|---|---|---|---|
| Hamza Carrow | (614) 555-0133 | hamza.carrow@inbox-mail.net | Willow Creek | Sep 8, 2026 | ||
| Rosalind Jessup | (614) 555-0170 | rosalind.jessup@inbox-mail.net | North Ridge | Jul 15, 2026 | ||
| Jonah Rutherford | (614) 555-0107 | jonah.rutherford@inbox-mail.net | Sunset Flats | May 21, 2026 | ||
| Amara Brannigan | (614) 555-0144 | amara.brannigan@inbox-mail.net | Maple Hollow | Mar 27, 2026 | ||
| Cormac Iyer | (614) 555-0181 | cormac.iyer@inbox-mail.net | Eastgate | Jan 31, 2026 | ||
| Delphine Pemberton | (614) 555-0118 | delphine.pemberton@inbox-mail.net | Riverbend | Dec 7, 2025 | ||
| Mateus Yamamoto | (614) 555-0155 | mateus.yamamoto@inbox-mail.net | Old Mill | Oct 13, 2025 | ||
| Farah Fontaine | (614) 555-0192 | farah.fontaine@inbox-mail.net | Cedar Park | Aug 19, 2025 |
Moves
Every move, which crew and truck has it, what it earns and the margin.
| Move | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Studio or one-bedroom move - Rutherford | Completed | Jonah Rutherford | Santiago Pellegrino | Sep 27, 2026 | ||
| Two-bedroom move - Fontaine | Completed | Farah Fontaine | Thandiwe Nkosi | Oct 2, 2026 | ||
| Three-bedroom house move - Carrow | Completed | Hamza Carrow | Roddy Pembroke | Oct 6, 2026 | ||
| Packing service - Pemberton | Completed | Delphine Pemberton | Ishaan Chaudhry | Oct 9, 2026 | ||
| Office relocation - Eastwick | Completed | Teodor Eastwick | Santiago Pellegrino | Oct 12, 2026 | ||
| Single item delivery - Brannigan | Completed | Amara Brannigan | Thandiwe Nkosi | Oct 14, 2026 | ||
| Loading help only - Montague | Cancelled | Dennis Montague | Roddy Pembroke | Oct 10, 2026 | ||
| Storage pickup - Jessup | On hold | Rosalind Jessup | Ishaan Chaudhry | Oct 13, 2026 |
Supplies and equipment
Boxes, pads, straps and equipment on the trucks and in the warehouse.
| Supply | Category | Unit | Unit cost (USD) | On hand | Reorder at | Supplier |
|---|---|---|---|---|---|---|
| Medium box | each | $1.60 | 180 | 100 | Heartland Packaging | |
| Large box | each | $2.20 | 140 | 80 | Heartland Packaging | |
| Wardrobe box | each | $9 | 24 | 15 | Heartland Packaging | |
| Packing paper, bundle | bundle | $24 | 18 | 10 | Heartland Packaging | |
| Stretch wrap, roll | roll | $14 | 22 | 12 | Heartland Packaging | |
| Furniture pads | each | $16 | 40 | 25 | Buckeye Moving Equipment | |
| Tape, 6 pack | pack | $12 | 16 | 8 | Heartland Packaging | |
| Ratchet straps | each | $8 | 30 | 15 | Buckeye Moving Equipment |
Invoices
What has been billed, what is paid and what is overdue.
| Invoice | Status | Move | Customer | Amount (USD) | Issued | Due |
|---|---|---|---|---|---|---|
| INV-1040 | Overdue | Studio or one-bedroom move - Rutherford | Jonah Rutherford | $487.20 | Sep 27, 2026 | Oct 11, 2026 |
| INV-1041 | Paid | Two-bedroom move - Fontaine | Farah Fontaine | $1,364.30 | Oct 2, 2026 | Oct 16, 2026 |
| INV-1042 | Paid | Three-bedroom house move - Carrow | Hamza Carrow | $3,230.20 | Oct 6, 2026 | Oct 20, 2026 |
| INV-1043 | Sent | Packing service - Pemberton | Delphine Pemberton | $433.80 | Oct 9, 2026 | Oct 16, 2026 |
| INV-1044 | Sent | Office relocation - Eastwick | Teodor Eastwick | $2,784.80 | Oct 12, 2026 | Oct 22, 2026 |
| INV-1045 | Draft | Single item delivery - Brannigan | Amara Brannigan | $390.80 | Oct 14, 2026 | Oct 30, 2026 |
Moves by status, revenue by type of move and unpaid invoices.
| Move | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Studio or one-bedroom move - Rutherford | Completed | Jonah Rutherford | Santiago Pellegrino | Sep 27, 2026 | ||
| Two-bedroom move - Fontaine | Completed | Farah Fontaine | Thandiwe Nkosi | Oct 2, 2026 | ||
| Three-bedroom house move - Carrow | Completed | Hamza Carrow | Roddy Pembroke | Oct 6, 2026 | ||
| Packing service - Pemberton | Completed | Delphine Pemberton | Ishaan Chaudhry | Oct 9, 2026 | ||
| Office relocation - Eastwick | Completed | Teodor Eastwick | Santiago Pellegrino | Oct 12, 2026 | ||
| Single item delivery - Brannigan | Completed | Amara Brannigan | Thandiwe Nkosi | Oct 14, 2026 | ||
| Loading help only - Montague | Cancelled | Dennis Montague | Roddy Pembroke | Oct 10, 2026 | ||
| Storage pickup - Jessup | On hold | Rosalind Jessup | Ishaan Chaudhry | Oct 13, 2026 |
| Move | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Studio or one-bedroom move - Rutherford | Completed | Jonah Rutherford | Santiago Pellegrino | Sep 27, 2026 | ||
| Two-bedroom move - Fontaine | Completed | Farah Fontaine | Thandiwe Nkosi | Oct 2, 2026 | ||
| Three-bedroom house move - Carrow | Completed | Hamza Carrow | Roddy Pembroke | Oct 6, 2026 | ||
| Packing service - Pemberton | Completed | Delphine Pemberton | Ishaan Chaudhry | Oct 9, 2026 | ||
| Office relocation - Eastwick | Completed | Teodor Eastwick | Santiago Pellegrino | Oct 12, 2026 | ||
| Single item delivery - Brannigan | Completed | Amara Brannigan | Thandiwe Nkosi | Oct 14, 2026 | ||
| Loading help only - Montague | Cancelled | Dennis Montague | Roddy Pembroke | Oct 10, 2026 | ||
| Storage pickup - Jessup | On hold | Rosalind Jessup | Ishaan Chaudhry | Oct 13, 2026 |
| Invoice | Status | Move | Customer | Amount (USD) | Issued | Due |
|---|---|---|---|---|---|---|
| INV-1040 | Overdue | Studio or one-bedroom move - Rutherford | Jonah Rutherford | $487.20 | Sep 27, 2026 | Oct 11, 2026 |
| INV-1041 | Paid | Two-bedroom move - Fontaine | Farah Fontaine | $1,364.30 | Oct 2, 2026 | Oct 16, 2026 |
| INV-1042 | Paid | Three-bedroom house move - Carrow | Hamza Carrow | $3,230.20 | Oct 6, 2026 | Oct 20, 2026 |
| INV-1043 | Sent | Packing service - Pemberton | Delphine Pemberton | $433.80 | Oct 9, 2026 | Oct 16, 2026 |
| INV-1044 | Sent | Office relocation - Eastwick | Teodor Eastwick | $2,784.80 | Oct 12, 2026 | Oct 22, 2026 |
| INV-1045 | Draft | Single item delivery - Brannigan | Amara Brannigan | $390.80 | Oct 14, 2026 | Oct 30, 2026 |
Overdue moves
| Move | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Studio or one-bedroom move - Rutherford | Completed | Jonah Rutherford | Santiago Pellegrino | Sep 27, 2026 | ||
| Two-bedroom move - Fontaine | Completed | Farah Fontaine | Thandiwe Nkosi | Oct 2, 2026 | ||
| Three-bedroom house move - Carrow | Completed | Hamza Carrow | Roddy Pembroke | Oct 6, 2026 | ||
| Packing service - Pemberton | Completed | Delphine Pemberton | Ishaan Chaudhry | Oct 9, 2026 | ||
| Office relocation - Eastwick | Completed | Teodor Eastwick | Santiago Pellegrino | Oct 12, 2026 | ||
| Single item delivery - Brannigan | Completed | Amara Brannigan | Thandiwe Nkosi | Oct 14, 2026 | ||
| Loading help only - Montague | Cancelled | Dennis Montague | Roddy Pembroke | Oct 10, 2026 | ||
| Storage pickup - Jessup | On hold | Rosalind Jessup | Ishaan Chaudhry | Oct 13, 2026 |
My moves
| Move | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Studio or one-bedroom move - Rutherford | Completed | Jonah Rutherford | Santiago Pellegrino | Sep 27, 2026 | ||
| Two-bedroom move - Fontaine | Completed | Farah Fontaine | Thandiwe Nkosi | Oct 2, 2026 | ||
| Three-bedroom house move - Carrow | Completed | Hamza Carrow | Roddy Pembroke | Oct 6, 2026 | ||
| Packing service - Pemberton | Completed | Delphine Pemberton | Ishaan Chaudhry | Oct 9, 2026 | ||
| Office relocation - Eastwick | Completed | Teodor Eastwick | Santiago Pellegrino | Oct 12, 2026 | ||
| Single item delivery - Brannigan | Completed | Amara Brannigan | Thandiwe Nkosi | Oct 14, 2026 | ||
| Loading help only - Montague | Cancelled | Dennis Montague | Roddy Pembroke | Oct 10, 2026 | ||
| Storage pickup - Jessup | On hold | Rosalind Jessup | Ishaan Chaudhry | Oct 13, 2026 |
Overdue invoices
| Invoice | Status | Move | Customer | Amount (USD) | Issued | Due |
|---|---|---|---|---|---|---|
| INV-1040 | Overdue | Studio or one-bedroom move - Rutherford | Jonah Rutherford | $487.20 | Sep 27, 2026 | Oct 11, 2026 |
| INV-1041 | Paid | Two-bedroom move - Fontaine | Farah Fontaine | $1,364.30 | Oct 2, 2026 | Oct 16, 2026 |
| INV-1042 | Paid | Three-bedroom house move - Carrow | Hamza Carrow | $3,230.20 | Oct 6, 2026 | Oct 20, 2026 |
| INV-1043 | Sent | Packing service - Pemberton | Delphine Pemberton | $433.80 | Oct 9, 2026 | Oct 16, 2026 |
| INV-1044 | Sent | Office relocation - Eastwick | Teodor Eastwick | $2,784.80 | Oct 12, 2026 | Oct 22, 2026 |
| INV-1045 | Draft | Single item delivery - Brannigan | Amara Brannigan | $390.80 | Oct 14, 2026 | Oct 30, 2026 |
A good quote is based on a real inventory, not a guess.
Steps
Ask for a room-by-room inventory or do a video walkthrough.
Note stairs, elevators, parking and long carries.
Price crew hours, truck time and materials.
Add a quote range, not a single number, and explain what changes it.
Following up
Call the customer two days later. Most jobs are won by the second call.
Move day goes smoothly when everyone knows the plan before the truck leaves.
At the shop
Crew lead reviews the move sheet.
Load pads, straps, dollies and boxes.
Check the truck fuel and tires.
At the home
Walk through with the customer and point out fragile items.
Protect floors and doorways.
Load heaviest first and label rooms at the destination.
At the end
Walk the empty home with the customer, check every closet, then collect the signature on the final sheet.
Damage happens. Handling it well keeps the customer.
Steps
Photograph the item and the packing around it.
Ask the customer to describe it in writing.
Review with the owner within two business days.
Repair, replace or settle, and note it on the move.
Prevention
Wrap every item, never stack boxes over a fragile top, and use two people for anything awkward.
What's inside
5 tables · 16 views · 1 form · 2 row actions · 1 agent5 pages
- Moving Company HQ
- Dashboard
- Pre-move survey and quote
- Move day routine
- Handling a damage claim
4 tables
- Customers2 views · 12 sample rows
- Moves7 views · 21 sample rows
- Supplies and equipment2 views · 10 sample rows
- Invoices5 views · 6 sample rows
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