Leads die while the crew is on a job
You are coordinating a move all day, so calls and texts wait. By the time you reply, the customer has booked whoever answered first.
Moving company software
Moving company software for leads, quotes, and billing.
Moving leads arrive from everywhere — calls, texts, email, website forms — and the company that answers with a real quote first usually books the job. Workspace369 attaches every lead to the client record, runs each move as a project, and keeps deposits and balances billing on schedule.
Inboxemail, SMS, calls, and voicemail with AI summaries
Jobsprojects, schedules, and a client portal
Paymentsinvoices, payment plans, and reporting
Key facts
Moving company software at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.
The workflow runs in 4 steps, from "catch every lead in one inbox" to "bill deposits and balances on schedule".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
What breaks inside a moving company
Every quote is rebuilt by hand
Estimates get copy-pasted from the last job and adjusted in a rush. Quote turnaround stretches, and warm leads book someone else.
Customers call for updates you already gave
Without a shared view of the job, every day brings 'what time is the truck?' calls — and deposits and balances get chased by hand.
The product
See the workspace your clients feel.
01
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
02
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
03
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
How Workspace369 runs a moving company
01
Catch every lead in one inbox
Email, SMS, calls, and voicemail land beside the client record with AI summaries, so you reply fast with full context — even from the truck.
02
Win the job with fast quotes
Quotes go out from the client record, scheduling locks the estimate or the move date, and follow-up automations keep warm leads from going cold.
03
Run the move as a project
Tasks, timelines, and files keep every job organized, and the client portal keeps customers informed without daily phone calls.
04
Bill deposits and balances on schedule
Invoices and payment plans bill deposits and final balances automatically, automated reminders chase anything outstanding, and reporting shows what each job made.
Product coverage
Moving company coverage
- It connects leads to booked jobs: shared inbox, quotes, scheduling, and automated follow-up in one record.
- Projects and the client portal keep every move and customer visible without extra admin.
- Invoices, payment plans, and automated reminders make deposits and balances predictable.
Client records
Shared inbox
SMS and voice
Requests and intake
Proposals and quotes
Projects and tasks
Scheduling
Client portal
Invoices and payment plans
Reporting
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. One star off only because I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.FAQ
Why Workspace369 fits moving company searches
What is moving company software?
Moving company software runs the business side of a mover: leads, client records, quotes, jobs, client portal, invoices, payments, and reporting. Workspace369 connects all of it in one workspace: 10 coverage areas, with plans from $29/mo for one seat.
Does Workspace369 do inventory surveys or truck routing?
No. Workspace369 is not a survey, cube-sheet, or routing tool. It runs the business side — leads, quotes, jobs, portal, invoices, and payments — alongside the tools you use to survey and route.
Can customers follow their move in a portal?
Yes. Customers see files, status, and invoices in a branded portal, which cuts the 'what time is the truck?' calls your team answers daily.
Does Workspace369 handle deposits and balances?
Yes. Invoices with payment plans bill deposits and final balances on schedule, with automated reminders for anything outstanding and reporting across jobs.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
