Moving Companies
Connect your moving software, accounting, payroll, and lead sources so you can see which estimates, crews, trucks, and marketing channels actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile crew hours, binding estimates and damage claims, with human review for uncertain records.
Local and long distance moving companies running several trucks or several branches, including van line agents and operators that also run storage.
Show Us Your Workflow[01] Where systems separate
Where the numbers stop matching.
- 01Binding estimates are written from a survey, and nobody compares the estimated hours or weight with what the crew actually moved
- 02Crew hours in the moving app don't match payroll once drive time, overtime, and tips are added
- 03Damage claims are tracked in their own list, apart from the crew, the inventory, and the valuation chosen on the move
- 04Storage is billed monthly in a different place than the move that put the goods there
- 05Lead sites and paid search report cost per lead, and nobody carries that through to booked and completed moves
- 06Every acquired branch brings its own moving software, tariff, and chart of accounts
[02] The software in place
The systems we usually find.
Most moving companies already run software built for movers. The gaps sit between the estimate, the crew's time, claims, and accounting, and between branches that chose different products.
Moving software
SmartMoving
Estimates, inventory, dispatch, claims, and storage for residential moving companies. We come in when a question needs payroll, accounting, or marketing data next to it.
Moving software
MoveitPro
Estimates, crew and truck management, and storage, used by movers with one location or several.
Moving software
Supermove
Quotes, dispatch, and invoicing, with crews working from tablets in the field.
Video surveys
Yembo
AI video surveys that build the inventory behind an estimate. That inventory is the baseline for comparing what was quoted with what was moved.
Accounting
QuickBooks Online
Where revenue, payroll, fuel, and claim payments land, usually without the move level detail from the moving software.
[03] Questions worth answering
Numbers moving company owners ask for that no single system can answer.
- 01Estimate accuracy by estimator
- Estimated hours, weight, or volume against what the move actually took, by estimator and survey type.
- 02Claims cost as a share of revenue
- Damage claims paid, matched to the crew, the move, and the valuation the customer chose.
- 03Booking rate by lead source
- Leads, quotes, and booked moves by source, carried through to completed revenue.
- 04Revenue per truck and crew hour
- What each truck and crew produced per day, which needs dispatch, payroll, and fleet costs together.
- 05Valuation sold
- How often customers choose full value protection over released value, by salesperson and move type.
[04] What we build
Keep your moving software. Build what's missing around it.
Crew payroll and claims are where most moving companies start, since both are reconciled by hand against the job. We automate that work and expand from there.
01
Estimate versus actual move reporting
Dashboards & Reporting →02
Crew hours to payroll reconciliation
Systems Integration →03
Claims tracking tied to crews and valuation
Systems Integration →04
Lead source to completed move attribution
Dashboards & Reporting →05
Storage billing reconciliation
Systems Integration →06
Combined reporting across branches and acquired companies
Unified Data Platforms →07
AI-assisted processing of moving estimates, bills of lading and claims paperwork, with validation and exception review before updating source systems
Document Intelligence →
[05] In practice
What this looks like in practice.
The estimate that ran long
Local moves keep running past the hours in the estimate. We compare surveyed inventory and estimated hours with crew time on completed moves, so the sales manager sees which estimators and move types run over.
Claims after peak season
After the summer rush, damage claims pile up. We tie each claim to the crew, the inventory, and the valuation on the bill of lading, and track interstate claims against the 30 day acknowledgment and 120 day disposition deadlines.
Two branches, two systems
A mover acquires a branch that runs different software and its own rates. We map both to the same definitions for a move, a crew hour, and a claim so leadership can compare branches before deciding on one system.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull leads, estimates, inventories, dispatch, and claims from your moving software, plus payroll, fuel, and payments from accounting.
02Unify
Match customers, moves, crews, and trucks across systems, agree on how revenue per move and crew hours are counted, and flag moves that don't reconcile.
03Build
Deliver the estimate accuracy report, claims tracker, or branch dashboard your team asked for, with every number traceable back to the move.
[08] Questions
Moving Companies: common questions
Do we need to replace SmartMoving or our current moving software?
No. SmartMoving or your current platform keeps running estimates and dispatch. We tie its jobs to crew payroll, claims, storage, and accounting so binding estimates can be checked against what each move actually cost.
Can you combine reporting across moving branches or companies we acquired?
Yes. We map each branch's moves, crews, and accounts to shared definitions so revenue, margin, and claims can be compared and rolled up.
Can you compare binding estimates with what the move actually took?
Yes. We match the estimate, the surveyed inventory, and crew time or weight tickets on each completed move, then show the variance by estimator and move type.
How do you track moving damage claims?
We connect each claim to the move, the crew, the inventory, and the valuation the customer chose. For interstate moves we also track dates against the FMCSA 30 day acknowledgment and 120 day disposition rules.
Can you show cost per booked move by lead source?
Yes. We join lead source data from your moving software and marketing accounts with booked and completed moves, so spend is judged on completed revenue.
Can AI automate moving estimates, bills of lading and claims paperwork for moving companies?
Yes. Cass & York can build a workflow that extracts structured details from moving estimates, bills of lading and claims paperwork, matches them to records in SmartMoving and MoveitPro and accounting, and flags missing or ambiguous information for staff review. The integration can reconcile crew hours, binding estimates and damage claims without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →