Field Relocations covers the entire lifecycle of a move — from the first lead through final invoice — with dedicated modules for every part of your operation.
Sales & CRM
Follow every opportunity from the first inbound call through a signed agreement
Keep pipelines, tasks, and the full customer timeline together in one profile
Surveys & estimates
Run on-site surveys with reusable room and inventory templates your team can standardize on
Generate clean, printable estimates driven by your own tariffs and pricing rules
Operations
Plan crews, trucks, and jobs on a visual board built for daily dispatch
Spot conflicts before they turn into problems and rebalance the day in a couple of clicks
Move management & customer service
Handle a wide mix of move types — residential, commercial, local, long-distance, office, forwarding, asset-based, government, and military work
Assign the right resources, manage capacity, offer jobs to agents, and stay in sync with customers using automated reminders and workflows
Keep communication with shippers and agents consistent so relationships get stronger over time
Crew & inventories
Capture inventories on the truck and sync them back to the office right away
See who's on the job, how their day is going, and where each move stands
Warehouse
Get a live view of warehouse capacity and where every shipment sits so space is easier to plan
Catch incoming shipments and delays early instead of finding out from the customer
Receive and release shipments from anywhere using the Field Relocations mobile app
Financials
QuickBooks
Push invoices, payments, and customers from Field Relocations into QuickBooks so accounting stays clean without double entry
See how the business is really doing with dashboards for revenue, AR, and per-job profitability
Claims
Log damaged or lost-item claims against the original move and drive them to resolution faster
Keep photos, notes, and supporting documentation together for a clear record on every claim
Look across your claims data to find patterns and root causes you can actually fix
Branch Management
Pull together the numbers that matter — leads, shipments, claims, surveys, and billing — in one place
Compare performance across the company and at the branch level to see where to double down
Build the reports and views your team needs instead of settling for what came in the box
Field Relocations Mobile
Give drivers, packers, and crew leads a mobile experience built for the field
Access job details, capture inventories, collect signatures, and upload photos from any device