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MoveMan Pro

Key benefits

Client database with contact history to keep tabs on all communication with your clients

Shared appointment diary to book surveyors

Quotation production & management

Quote follow-ups enabling your sales force to keep track of opportunities

Job resource diary for allocation of vehicles, crew and materials

Storage management & automated invoicing speeds up the process to a few clicks

Automated emailing of quote, jobs and invoices in PDF format for professional presentation to your clients

Management analysis provides detailed information on success rates for marketing sources

Paper-free purchase order processing and cost allocation

 

Collecting and using client data is a monumental task for organisations that do not have the correct tools or the necessary manpower required to succeed.

Using MoveMan Pro, any member of staff can easily take enquiries, arrange surveys, produce quotes and follow these through to invoicing.  All these can be done simply by taking the clients name, after which a unique identifying number takes over.

When enquiries are taken a quick look can be made at the appointment diary to find out which surveyor is closest to the address and on what day there is availability, without having to share a paper diary and with the client on the phone.

  MoveMan appointment diary   MoveMan appointment diary sending SMS  
  Appointment diary movie   Sending text message movie  

Once the survey has been carried out a quote can be quickly raised using the various user defined templates or individual requirements and then printed or emailed directly to the client formatted with your company letterhead.  This gives you the ability to present to your client without the cost of pre-printed stationery or postal charges.

MoveMan Pro offers the ability to follow-up your quotations quickly and easily, ensuring that you never miss a sales opportunity.  Once that opportunity has been realised the quotation can be quickly converted into a job.

After the job has been resourced using the user-defined employee and vehicle preferences, the final step is to raise the invoice for the work.  Again, MoveMan makes this quick and easy to do at the click of a button.

  MoveMan resource allocation  
  Resource allocation movie  

One of the great features of MoveMan Pro, that will save you lots of time, is our storage system.  For each storage record, containers can be allocated based on their availability then invoiced when they are due, without having to keep track of due dates, client names and storage rates.  The system does this all for you, just set up the time period that you want to bill for each client and MoveMan Pro takes it from there.

EOS recognises that any time saved is critical to the financial performance of the company.  It is with this ethos that MoveMan has been designed to eliminate retyping the same information.  After the initial enquiry is taken all the information is continually automatically re-entered to prevent retyping.  Also our Sage Developer status means that MoveMan can send Client Details and Invoices direct to Sage, but do not worry if you don’t use Sage as we can link to most accounting systems. Making the MoveMan Pro system the ideal software for movers.