Features
Everything your moving company runs on, in one place.
MoveHelm replaces the inbox, the spreadsheet, the paper forms and the old desktop program with one system your office and crews actually enjoy using.
Every lead, in one inbox
Leads from email, your website and lead providers land in one place, sorted and ready to call.
- Forward lead emails and MoveHelm reads the name, phone, dates and addresses for you
- Website quote form and online booking page
- Duplicate check and lead source tracking
- Follow-up reminders so no lead goes cold
Quotes customers sign online
Build an estimate in minutes and send a quote your customer approves, signs and pays a deposit on from their phone.
- Hourly, flat and long-distance pricing with your own rates and seasons
- Inventory with cubic feet and weight, from a room-by-room list
- Binding and non-binding estimates with the right paperwork
- Video and on-site surveys
Dispatch and calendar
See every job, truck and crew on one board and move them with drag and drop.
- Day, week and month calendar
- Assign trucks and crews and spot conflicts
- Long-distance trips with stops and paperwork
- Storage units and monthly storage billing
Crew app
Your crews get the job on their phone: address, inventory, notes, photos and the customer's signature.
- Clock in and out with times that flow into payroll
- Before and after photos and damage notes
- Bill of lading and customer signature on the spot
- Collect payment at the end of the job
Invoices and payments
Send the invoice the moment the job ends and get paid by card or bank, straight to your own account.
- Deposits, final invoices and receipts
- Card and bank payments through your own payment account
- QuickBooks Online sync
- Payroll, tips and commissions
Texts, emails and automations
Talk to customers by text and email from one place, and let automations handle the reminders.
- Two-way texting from your company number
- Ready-made templates for every step of the move
- Automatic follow-ups, reminders and review requests
- Every message saved on the customer's record
Skipper, your AI assistant
Ask Skipper anything about your business, or let it draft quotes, replies and follow-ups for you to approve.
- Reads incoming lead emails and fills in the details
- Drafts quotes and replies in your company's tone
- Answers questions like "how many moves did we book last week?"
- Explains any screen and walks new staff through tasks
AI phone agent
On the Pro plan, an AI agent answers calls after hours, collects the move details and books a call back.
Agent: Thanks for calling! Where are you moving from?
Caller: A 2-bedroom in Astoria, to Harlem on the 30th.
- Answers in your company's name
- Creates the lead with all the details
- Hands off to your team during office hours
- Every call recorded and summarized
Reports
Know your booking rate, revenue per crew and profit per job without building a spreadsheet.
- Sales, bookings and lead sources
- Revenue, profit per job and per crew
- Payroll and commissions
- Export anything to Excel
Storage, claims and more
Everything a growing mover needs once the truck is unloaded.
- Storage units, inventory and collections
- Claims with photos and resolution tracking
- Building certificates of insurance
- Materials stock and partners
Customer portal
Customers check their move date, documents, invoices and balance any time from a private link.
- Approve and sign quotes
- Pay deposits and invoices
- Upload photos and inventory
- Message your office
Safe and yours
Your data is backed up daily, encrypted, and always yours to export.
- Daily backups and full export at any time
- Roles and permissions for every user
- Two-step login
- Activity log of every change