Moveware System Features

Client Relationship Management (CRM)

Moveware’s built in Customer Relationship Management (CRM) allows you to efficiently and successfully manage all your company’s relationships and interactions with your existing and potential clients. Moveware enables you to focus on your organisation’s relationships with both individual, one off clients, as well as with corporations and trading partners. Moveware tracks the history of customer interactions, from calls made and emails sent, to meetings held, documents shared, presentations delivered, quotes given, and helps you coordinate and stay on top of the next steps needed. Our CRM gives your business and sales team one place to store all details, including every lead and service request, with important contact info, preferences, account profiles and contract requirements. Through our CRM you will further be able to report on the pipeline of prospective sales, making forecasting simpler and more accurate. Time consuming e-mails and outdated spreadsheets are replaced in Moveware with automated follow-ups and reminders, and the possibility to create and execute marketing campaigns through the program’s mass mailing capacities, which allow you to group your contacts based on interests, birthdays, mailing lists, and much more.

Sales Management

Proper management of the sales process is one of the key elements that can be sometimes overlooked by an organization. There is no point in investing in lead generation if not every effort will be put into converting as many as possible of those into booked business. With Moveware your sales team will benefit from a variety of sales tools that are designed to help them succeed. The software includes both time saving facilities, such as automatic emailing and automatic quoting, which enable your sales personnel to focus more on client time, as well as task management tools, for example a dedicated sales Follow-up module, which helps them stay on top of every single opportunity, with reminders and scheduling of next steps.

Move and File Management

Moveware uses unique and innovative tools to help you manage any type of service from the very start right to the end. With Moveware you will find it easy to setup your own customized processes, helping your staff follow specific company procedures, client specific requirements, and quality standards. Task, contact and appointment diaries help you schedule and properly coordinate all processes from the initial survey/inspection booking, right to the last post-delivery phone call to the client. With adaptive logic, the software will automatically formulate a step by step guide to be followed for every new service, based on the type of client, the type of move, the stage of the process, etc. This process management makes possible 4 key things: No task gets missed + Quick escalation and re allocation of responsibilities + Efficient workload management + Easy and efficient reporting including customized KPI’s + creation of an audit trail of every single file. No wonder then that Moveware represents the biggest percentage of FIDI FAIM approved companies of any software provider.

Operations / Scheduling

One of Moveware’s best features has to be without doubt its completely integrated operations management tool, which allows for the meticulous planning of every single service executed by your operations crew. It has the ability to separate the operational planning by department (Local operations, warehouse, container movements, etc.), and allows for the allocation of resources such as labor, vehicles and materials to each job, which will automatically cost a job, giving you unprecedented, and effortless, profit and loss view of every single service performed by your company. As an entirely integral part of the system, the operations team will benefit from complete visibility into all the key information and detail of every job, enabling them to operate efficiently and improving greatly the internal flow of information and inter department communication. Controls can be put in place for maximum capacity, rostered days off of personnel, vehicle servicing and more. In fact, it is almost impossible to describe all functions of the operations module in just a short paragraph, so to summarize here are some additional key functions you can look forward in Moveware: Load Consolidation planner, Container Movement tracking, Fleet management, Materials management, Resource audit reporting (by employee, by vehicle and by material), Time sheeting, Label printing and detailed analytical operations reporting.

Complete Accounting

Are you tired of not being able to have consolidated reporting between your financial statements and your service operation and multiple data entry points? Then look no further. Moveware is the ONLY moving software that comes with its own, fully integrated, accounting package. No additional licencing is required! While we can also integrate with external accounting programs, we do encourage all our clients to look into what we have to offer first. In fact, 85% of our clients opt to carry all accounting functions within the system. The seamless data integration allows for a very efficient process, with no duplicate data entry, a simplified accounting processing, and most importantly live financial results with no delay. Moveware’s financials are built to handle any size business, from single location businesses, to multi company, multi branch, multi country, multi currency enterprises. All tools you would come to expect form a n accounting system such as QuickBooks, great plains or Simple Accounting can be found in Moveware, from Invoicing, Accounts receivables and bank transfers, to account reconciliation, expense management and budgeting.

Detailed Reporting

There is a famous saying that goes “What gets measured, gets managed”. With Moveware you can measure just about anything, giving you an unprecedented view of your business, in real time. Our relational and integrated database permits cross department, cross system reporting, giving you a very detailed analytical understanding of your company’s trading status. Do you want to see what are the most profitable lead sources are, or who is the most accurate at estimating moves, or maybe what is the utilization percentage of each vehicle? No problem. We offer more than 200 reports already built into the system, which can be customized by each user in how the data is organized, filtered and presented. We do offer custom reporting solutions as well, in the belief that if the information is in the system, then it should be reportable. Each report can be generated in a variety of formats, such as quick previews, excel data exports, PDF, etc.; and are also available to you via an online graphic dashboard allowing you to stay on top of the business wherever you are. In addition, reports can be scheduled to be automatically generated and sent to you on your own determined timelines. Do you want to see profit and loss results for the week each Monday at 9:00 am? Moveware will have it on your desk, guaranteed.

Storage and Warehousing

In Moveware you will be able to plan for and manage both your warehouse as well as each client or account with goods in store. Your warehouse organization will be mimicked in Moveware with areas, locations, pallets (vaults), inventory, etc. Management of these in the system will provide you with extremely important information such as empty vault listings, efficiency usage of different sections, cost of inventory and more. In addition, you will be able to closely manage each client storing items, keeping an account profile, a detailed inventory list, billing history and out of storage delivery controls. Possibly the most important tool we offer when it comes to storage management is our automatic billing function. Using any desired calculation method and period, you will be able to generate all storage revenue and send an individual email to each client with their own PDF invoice automatically. We have companies generating their entire monthly storage billing cycle in less than 30 minutes.

Claims and Quality Control

Quality control is an important part of every company’s operation, and as such, Moveware is proud to offer both controls integrated within the system. Users can open up a new claim file right from within a existing file in the system, which will allow the user to track progress of it, follow an auditable claim process and record costs of compensations paid. In addition, the claim record is fully reportable, meaning you will be able to see a history of claims by employee, by type of service, by client, etc. Any actions taken to correct the error, and even recurring employee training can be recorded. Furthermore, within Moveware you can create customized quality control questionnaires, be it internal or external. These questionnaires can be automatically sent to a client at the end of a service, and the client can record their responses online, all of which feeds back into the main database for detailed data analysis and reporting.

Document Creation

Moveware is designed to generate all documents your service team may need along the life cycle of a job, from quotes and follow up emails, to orders for service, invoices, shipping manifests and statements. The documents can be formatted to look exactly as you want them to, matching your company look and feel. Each document gets populated automatically with selected data from the desired file or record your team is working on, saving incredible amounts of time, preventing manual input errors and more importantly guaranteeing you a consistent company image across the entire organization. Documents can be created in Word or Crystal report writer, and once generated can be printed as PDF’s, Word, Excel or on paper. With Moveware you are sure to not have to write another document manually.

Electronic Surveys

Paper surveys are a thing of the past. With our surveying app (MobiSurvey) you can Improve estimating accuracy and speed, as well as make communication between sales reps on the field and the office more efficient and quicker, with automatic web (remote) syncing. As soon as a survey is completed, the entire estimated list together with any pictures taken and notes written can be shared with the office wirelessly

Electronic Packing List

More and more organizations, such as certain customs offices and freight carriers, are demanding today the need for a typed out packing list to accompany household shipments. This probably means wasted time by move coordinators trying to make out someone’s handwriting to then hand type the results, which creates inefficiencies and causes errors.

With our mobile app MobiCrew, your crews can quickly and easily create a packing list right on site, with real time wireless syncing back to the office. MobiCrew meets the proposed USTRANSCOM/DOD digital inventory requirements, and is compliant with ISO 17451-1 standards.

Online Client Access

With our online portals you can truly differentiate yourself from the competition by giving your clients 24/7 online access to see the status of their move, online tracking, communicate with your team, share documents, compete quality reviews, see their inventory, and much more. Through the portals you can also grant your customers the possibility of requesting a new quote right from your own website, which will generate a lead in your Moveware system, and furthermore can also be programmed to return automatic quotes for you. For your corporate accounts and trading partners, they can also have access to their own online dashboard reporting, check the status of their account and manage their own users of the portal.

Electronic Data Interchange (EDI)

With Moveware you can share move and shipment information electronically worldwide, with other Moveware users as well as with other third party software users. This electronic data transfer has not only the clear advantage of reduced coordination costs by means of reduced data entry time, but it also eliminates data entry errors.

Waybills / Manifests

In Moveware you will find a dedicated manifest/ Bill of Lading management tool, which allows you to keep track, coordinate and act on all your shipments, be it a domestic long distance transport or a sea shipment across the world. Associated shipping costs can be automatically distributed across multiple shippers in a shared bill of lading, can create all documents needed for a manifest and can record key information such as container numbers, House Bill of Lading number and more. In addition, for International moving companies, these tools can be used in conjunction with our Customs and container registers, keeping the entire freight flow management under the same database.

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