Streamline Your Moving Company Invoices with PDF Solutions for Businesses

Moving company invoice pdf for businesses

hello everybody today we are going to talk about custom crm for moving companies on a real i move a project developed by rucksoft i'll demonstrate capabilities of this crm and also roles and main modules if you need a consultation or development of movers crm follow the link below the video oh and one more thing if you like the content we prepare subscribe to our youtube channel so that you won't miss anything in the future [Music] ready-made crm is difficult to customize to specifics of moving business such crms often do not have the necessary functionality and users do not have the ability to customize existing models for the company's processes for our client in addition to the disadvantages of ready-made crm it was important that all information within the crm system was securely protected and stored on its own server in the case of imoi the customer decided to take all the advantages of custom solution provides a business like no extra functionality and an opportunity to scale up and up modify it and integrate easily with other software used by company the client contacted racksoft and we have done it imova is a crm for moving businesses that allows managing their businesses relationships with different staff like sale agents managers drivers and movers the overall number of application users reaches to 200 plus employees it unify the work of up to several companies under the management panel the application provide the best user experience in local distance moving the main goal that crm software is intended for is to automate ordering processes and to comply with moving services transportation crm provides maintenance or 1500 plus movers per year there are two basic versions of crm software available the first one is a web version intended for agents and managers working with a mover a mobile version of an app is intended for moving specialists movers drivers loaders etc crm for moving company logic roles and main modules the essence of the imovie crm isn't the following step that allow the company to provide the full scope of services within the same ecosystem the customer creates a request via phone or using the contact form available in the application on the website or in its mobile version agent responds to the request and form the job for the transportation at the moment the agent also detailed the request calculates costs and forms to the team that will be responsible for its maintenance beside this at the moment the customer is welcome to launch the insurance policy to guarantee item safety or to get insured right in the moving company all this is available in the application to the choice of the customer after the job is created and the insurance policy is specified crm generate the contract and send it to the customer's email the customer can sign the contract using the digital signature via smartphone the alternative method is provided by a driver who provides a customer with all the contracts content and get the customer's signature on its tablet then the customer received their estimate and makes an advance payment deposit already created job order comes to the moving team that is responsible for it the head of the team provides adjustments if necessary the customer gets the final estimate and sign the insurance contract the same way at the job contract after the move the customer pays for the moving company's services in full and signed the certificate of completion with the digital signature crm includes four roles administrative personnel managers agents and movers the functions of role of mover crm software are demonstrated on the screen main mover crm modules imovie crm contains several modules responsible for separate parts of the work process internal telephony via the integration of the twilio service each agent has their own phone number and cellular phone when the company received the call from the customer it redirects it to all the free agent's phone numbers when the agent responds to a call it is cancelled for all of the devices numbers besides there is a function for redirecting a call from one agent to another one more function of telephony is the provision of telephone connections between the company's employees follow-up module this model is responsible for automated notifications for customers pre-sale notifications are used when a customer placed an order yet didn't provided advanced payment for it the system sends letters by email and sms to remind of the payment post sale notifications are used to notify a customer about services and promos after the successful completion of the job efficiency of working time model crm allows managers and administrative staff to optimize workload and minimize driver downtime using the gun chart the system allows you to organize the synchronization of tasks of different teams for example the driver can be involved in other crossing while his current move at the packing stage relocation request widget client signed module when creating a request to move through the site the system synchronizes all planned requests to move and the client sees on what date the move order is available the widget also shows the number of completed transfers and the average check at the address specified by the client when forming an application through the form the client indicate the approximate amount of work and the system calculate the required number of specialists for relocation and calculate the approximate cost of services packaging installation relocation etc customer history module crm software automatically generate the client's history which includes a history of contracts of the company's specialist with the client calls correspondence sending sms and emails a list of applications and works on the client acquire of payment with the custom crm the company automatically access salaries to employees of the company an employee with administrative access can set the rate of employees work schedule and methods of calculating salary hourly monthly rate online payment module the client is able to pay the relocation deposit using the bank card payment for the move can be made by several methods including bank card check or cash the team our talented experts delivered excellence with each line of the code to make our customers life easier with this crm application so in this development process these people were involved project manager project manager they controlled the developers workflow and made sure that everything goes ing to the roadmap designer designer without them the eye mover couldn't have the unified design and would probably look much worse today so with the top-notch skills of our designer we managed to deliver the best results back-end developer back-end developer they made the custom parts and out-of-the-box integrated solution work in such synergy the highly skilled back-end developer ensured that the app works smoothly and effectively under any load front-end developer front-end developer they are developing the front-end side of the crm system that communicates with the back-end and provides a user-friendly interface to the imover team mobile developer mobile developer they developed a mobile application that they move a customer service crews use it improve their convenience and quality of the service qa engineer qa engineer they carefully checked the functionality before uploading it to production servers the technologies the stack we used also plays a huge role in the overall results of the development so let's take a closer look at all we use for crm application development react.js it's an open source javascript library that helps build user interfaces with the view layer it also allows the creation of reusable ui components all combined together help us create a rich user interface that runs smoothly and has more versatility laravel php this framework has advanced features and development tools that enable rapid application development it helped us deliver better results in the shortest time larval also simplified the development process with clean code which nullify the possibility to end up with bargain software amazon web services reliable scalable and affordable cloud computing services from amazon have proved to be useful and profitable this solution integrate into the crm application we develop help power up its functionality and make it richer call flair dns management dns service with the fastest response time helped imovie crm work faster and cleaner this is how we managed to make imovie crm application one of the fastest in the moving domain client testimonial constantine is an owner of imovie crm and here's what he says about working with rxsoft yes all those years we have been working with racksoft and i'm very happy with the experience we've been through a lot of things through a lot of issues that we were able to work out uh together and um yes i'm very happy with their performance and we would keep developing system until it meets absolutely all of our business requirements so i think uh this concludes what we wanted to discuss now this movie crm software gets all the intention it deserves and helps hundreds of people to move with comfort we take pride in making this business more effective by creating this solution to automate and improve their workflow if you need a consultation or development of a custom mover crm follow the link below the video hope this video was useful and interesting for you follow our youtube channel and see you in the next videos bye bye