Home Removals CRM
In home removals the date rarely stays as it was first discussed: the deed is delayed, the painting is not finished, the job slips by a week. Every date that slips leaves that day's crew idle; and when the belongings wait a few days in storage, who pays how much storage is argued after the move is over.
A booking is a record with date and deposit fields; when the date changes, the previous value stays in the history. The inventory of belongings is tied to the same job as photographed lines.
What we set up, and how
- Record the booking with the deposit amount and the confirmed date; when the date changes, let the old and the new date both leave a trace on the same record
- Add the pre-loading inventory of belongings to the record with its photographs and answer a damage claim on the basis of a dated record
- Track the entry and exit dates and the number of waiting days for belongings that go into interim storage, and draw the storage charge from the record
- Record the outcome of the quotes you gave and measure at which price range, and after how delayed a reply, you lost the job
| Booking Record | A booking is a record with date and deposit fields; when the date changes, the previous value stays in the record history, and the calendar is set to the new date. |
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| Inventory of Belongings | The inventory is a set of lines tied to the job record; each line has a condition note and a photograph attachment, and its state before loading is kept with its date. |
| Damage File | A damage claim is a request record tied to the job; it is matched with the inventory line, and the resolution step and the amount paid sit on the same record. |
| Storage Tracking | The entry and exit dates for storage are fields on the record; the number of waiting days is calculated from those two fields, and the charge line is produced from there. |
In this business the customer is one-off but the job is in many pieces: the booking is taken, the deposit is paid, the date changes, some of the belongings go into storage, and on the way out someone says a wardrobe was scratched. When these pieces are kept in different places: the deposit in a diary, the date change in messages, the damage claim in what the crew says. The firm has to answer according to what the customer recounts rather than to its own record.
Rapitek CRM opens the booking as a single record; the deposit, the date change and the entry to and exit from storage all leave a trace on that same record. Because the photographs of the belongings taken before loading are also added to that record, when a damage claim arrives what is discussed is not memory but a dated attachment. Because jobs that were quoted and lost sit in the same list, at which price range and after how late a reply the job was lost becomes measurable.
The scope of the plans and the separately priced items are written on the pricing page.
