Haulage and Transport CRM

In haulage the price is given verbally on the phone, and the crew and vehicle allocation is done on paper in the morning. Two jobs falling on the same day are only noticed as the vehicles are pulling out.

The distance, volume, floor and extra services entered at the survey are fields on the quote line; when the quote changes, the job's plan changes too. Crew and vehicle sit on the same record.

Enter the distance, goods volume, floor situation and extra services onto the quote line after the survey; have the total calculated from the price list
Record the incoming request and produce the quote from the same record; run home removals, office moves and intercity jobs separately
Assign the right crew and vehicle to each moving job, and see clashes falling on the same day in advance
Record moving-day status updates and keep the customer informed as they happen
Send quote, date confirmation and moving-day notifications over WhatsApp

Request and Quote Management	An incoming request is opened as a record; the job type (home removal, office, intercity) is a field, and the quote is produced under the same record.
Crew and Vehicle Assignment	A job is a record with crew and vehicle fields; because jobs falling on the same day appear side by side in the calendar, a clash is noticed in advance.
Operations Tracking	Moving-day updates are written onto the same job record; the information going to the customer goes from that record, and who told them what and when leaves a trace.
Price Calculation	Distance, volume, floor and extra services are fields on the quote line; unit prices come from the price list, and the total comes out on the quote card.
Goods Inventory and Delivery Report	The list of goods drawn up at the survey is the line items of the job; the person taking delivery signs on the signature screen in the mobile application, the damage photo is attached to the same record, and a damage claim raised later is compared against those lines.

What determines cost in this business is not the distance but the details discussed at the survey: which floor, is there a lift, how many m³ of goods are coming out, is special handling needed for something like a piano or a safe. If that information stays in the head of the person who gave the quote, the crew going out to site turns up prepared for a different job; and missing equipment or a missing pair of hands puts the bill on the company.

In Rapitek CRM the data entered at the survey is the very set of fields that produces the price, so when the quote changes, the plan of the job changes too. Because which recommendation the customer came through sits on the same card, the share of work coming in by referral is discussed at the end of the period from the record rather than from guesswork.

Frequently asked questions

Is the price calculation automatic?

Distance, goods volume, floor situation and extra services are fields on the quote line; unit prices come from the list you defined in advance, and the total is calculated from those fields. Your team enters the values at the survey; once they are entered, the calculation does not have to be repeated and two different figures do not come out for the same job.

Can I manage intercity and home removals separately?

Yes. The service type (home removal, office move, intercity) is a field on the job record; each type uses its own stage flow and its own price list, and reports are taken separately by that field.

Is customer referral tracking done?

Yes, which customer came from whom is a field on the record; the share of work coming in by referral is reported from that field.

How long does setup take for haulage and transport?

After the discovery meeting we give you a date, not a range — how many fields, how many stages and how many reports your haulage process needs becomes clear in that meeting. We migrate your data; the scope of the migration and any fee for it are worked out in the same meeting and shared in writing.