Moving companies and couriers

Customers ask for a quote with the number of bedrooms and the move date. They accept it online, and your crew sees the move on the rota.

The office, the drivers and the movers work in one Magpie team.

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Harbourline Movers’ quote request Form in the editor: the customer’s name, email and phone, then the moving date.

This combination of six Magpie areas fits a moving company.

Forms
Forms takes quote requests with both addresses, the move date and the number of bedrooms.
Proposals
Proposals sends a quote the customer accepts online, with a deposit.
Staff Scheduling
Staff Scheduling puts a crew on each move, with the address.
Asset Tracker
Asset Tracker shows which driver has each truck, and what is due back.
Invoicing
Invoicing bills the move, and the customer pays by card.
Contacts
Contacts keeps each customer's addresses, quotes and invoices.

Quote requests arrive with both addresses, the move date and the number of bedrooms.

Forms gives you a quote request Form with your own questions. It can ask about stairs, a long carry, a piano or packing. A question can appear only after an earlier answer, such as which floor.

Magpie will email you each request. You can mark each one reviewed, and download them all as a CSV file.

The customer chooses a move with or without packing, accepts it and pays a deposit.

Proposals turns your prices into a quote the customer accepts online. You can offer two options, such as the move alone or with a full pack. Boxes and insurance can be optional extras.

The customer signs with a drawn or typed signature. The deposit to book the move is invoiced at signing. They can pay it by card. You can see when they open the quote.

A moving quote from Harbourline Movers for Daniel Ferreira, with the cover, the list of contents, the recommended move with packing chosen and the total in a bar at the foot of the screen.

Each mover sees the moves they are on, with the address and your instructions.

Staff Scheduling gives you positions, such as driver and mover, and a shift for each move. A shift can have openings for the extra movers a three-bedroom move needs.

Shifts stay drafts until you publish the week. Each person will then see their own shifts, with the address. They can swap a shift or ask for time off.

Harbourline Movers’ week: drivers and movers on each day’s moves, an open Saturday move needing two movers, and one person’s time off.

You see which driver has each truck and trailer, and what is due back.

Asset Tracker keeps your trucks, trailers, dollies and moving blankets, each with its tag and condition. You check a truck out to a driver, with a date it is due back.

Checking it in records its condition. A truck in for repair is marked as in maintenance, with the reason.

Harbourline Movers’ large truck in Asset Tracker: checked out to Andre Leblanc and due back tomorrow, with its details and history of checkouts.

Magpie bills the balance, and the customer pays by card.

Invoicing turns the final payment of the quote into an invoice when you bill it. It takes whatever is left after the deposit. The customer pays by card from the email.

Extra hours on moving day go on their own invoice. Card payments go to your own Stripe account, with no Magpie fee.

Each customer's page holds both addresses, the quote and every invoice.

Contacts gives each customer a page, with more than one address. Its activity lists the quotes you sent, when each was opened, and every invoice.

A pinned note keeps what the crew needs, such as parking and the freight elevator. A follow-up reminds you to call before moving day.

Five more areas cover the crew's radio, pre-trip checks, fuel, the calendar and the books.

Walkie Talkie
Walkie Talkie lets the crews and the office talk by voice, like a radio.
Daily Operations
Daily Operations runs a pre-trip check on each truck before it goes out.
Expenses
Expenses keeps each fuel and toll receipt, photographed on a phone.
Calendar
Calendar holds in-home estimates, beside the team's To-dos.
Accounting
Accounting adds each invoice, payment and expense to the books.

A three-bedroom move goes from a quote request to a paid invoice.

The customer's contact page lists each step.

  1. The request

    The customer answers your Form with both addresses and the move date.

  2. The quote

    You send a quote with and without packing. They choose, sign and pay the deposit.

  3. The crew

    You add a shift for the move, with a driver and three movers. Then you publish the week.

  4. The truck

    The driver checks out the 26-foot truck, and runs the pre-trip check before leaving.

  5. Moving day

    The crew talk to the office by voice between the two houses.

  6. The balance

    You bill the final payment, and the customer pays by card from the email.

Setting up takes five steps.

  1. Make a team for the company

    You create a team and invite the office and the drivers. Help: Create and manage a team.

  2. Publish the quote request Form

    You choose the questions and share the Form's address. Help: Build, publish, and share a form.

  3. Connect Stripe

    You connect your Stripe account, so customers can pay by card. Help: Connect Stripe to receive money.

  4. Add your trucks

    You add each truck and trailer, or import them from a CSV file. Help: Track individual assets.

  5. Add your crew

    You add your drivers and movers, then plan a first week. Help: Plan and publish a staff schedule.

Plans

A moving company with staff fits the Team plan, one price for up to 25 members. It has no limit on proposals, invoices or contacts.

A mover who is only on the rota needs no member place. A free team has up to 3 members and can send 5 proposals a month.

Magpie adds no fee to deposits or invoice payments. Stripe's processing fee is taken from each.

Other trades and home services have pages of their own.

Cleaning companies

A cleaning company runs a checklist with a photo at every client's site.

Questions moving companies ask

Can customers ask for a quote online?

Yes. Your quote request Form asks your own questions, such as both addresses and the move date. A question can appear only after an earlier answer. Magpie will email you each request.

Can customers send photos of what is moving?

Yes. A File question takes a photo or a PDF of up to 10 MB. Only the people who can see the Form's responses can open it.

Can I offer a move with or without packing?

Yes. A quote can offer 2 to 4 packages, with one marked Recommended. Boxes or insurance can be optional lines the customer adds. The total changes with each choice.

Can I take a deposit to hold the date?

Yes. The first payment can be a deposit, as a percentage or an amount. Its invoice will be issued when the customer accepts. They can pay it by card straight away.

Can I see whether a customer has read my quote?

Yes. Activity lists each time they open it. Magpie will email you when it is first opened, signed or accepted. A quote can expire on the date you choose.

Can I bill extra hours on moving day?

Yes, with an invoice of its own for the extra hours. The customer's contact lists it beside the quote's invoices. They pay it by card from the email.

Can I put a crew on each move?

Yes. Each move is a shift with its position, such as driver or mover, and your instructions. An open shift can have several openings for the people a move needs. Each person sees their own shifts once you publish the week.

Can my movers swap shifts?

Yes. A person can swap a shift, ask for cover or take an open shift. They ask for time off by the day or part of a day, and you decide.

Can I put extra helpers on the rota for peak season?

Yes. A person can be on the rota with only a name. They can be marked as casual, seasonal or a contractor. You invite the ones who should see their own shifts.

Can I see which driver has which truck?

Yes. Each truck is checked out to a driver, with a date it is due back. Overdue lists anything not returned. Each truck's history shows every checkout and its condition.

Can drivers do a pre-trip check on the truck?

Yes. A checklist can be started on the day. Its steps, such as tyres and lights, pass or fail. A failed check can ask for a photo and opens an incident. The truck can then be taken out of service.

Can crews talk to the office on the road?

Yes. Walkie Talkie sends voice messages, held to talk, to one person, a group or a channel. A recording carries on if the signal drops, and sends when it returns.

Can I keep fuel receipts?

Yes. A driver photographs each receipt on their phone and records the expense. A receipt can wait in the Receipt Inbox until someone fills in the details.

Take your next quote request online.

Create a Magpie account and publish your quote request Form.

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