Moving Management - Customizable Cloud Solutions

Removals Management

The Solution for Automating the Work Processes of Companies Offering Moving Services.

The Solution is based on the use of Zoho Applications already customized by us and integrated with each other.

Ready-made, but further customizable over time according to one's needs.

Learn about the Components and Functions.

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Inspections

Orders of Service

Processing Costs

Quotes

Scanning Hills

Compliance & GDPR

Travel Planning and Teams

Loading and Unloading Parcels

Solution based on customization of Zoho Applications

The Solution was developed through customization of Zoho CRM, carried out in such a way as to make these applications suitable for the most common needs of Italian companies.

The Solution is further customizable by the Customer, after training (1 hour included in the price of the FAST version)

With the EVOLUTION version-which includes a Custom Pack of Customizations-further customizations will be implemented by us, based on the Client's Requirements.

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Application Components of the Solution:

Zoho CRM
customized

Zoho Creator

Zoho Sign

Zebra Scanner

Solution Available in 2 Versions:

FAST

Ready-made, but further customizable by the Client.

1 Hour of Training on customizations included in the Price.

EVOLUTION

With already included a package of further customizations (on Customer Requirements):

Custom Pack

Functional Components of the Team and Job Management Solution

Inspections

What is included in the Survey Module of the Solution we have already customized:

Integrated survey development with Customers and Contacts in CRM

Estimating Interventions, Materials and Prices

Forecast Days, Human Resources and Means.

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Quotes

What is included in the Quote Form of the Solution we have already customized:

Conversion Inspection to Estimate

Generating Quote in Graphical Format with Preset Template

Send Quote from CRM with Response Tracking

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Travel Planning and Teams

What is included in the Travel Planning and Teams Module of the Solution we have already customized:

Reference Quote

Scheduling Dates and Locations for Loading and Unloading

Planning Team, Means and Materials

Automatic Entry in Team Leader's Agenda

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Orders of Service

What is included in the Service Order Form of the Solution we have already customized:

Origin

Destination

Travel Plan

Means and Team

Automatic Generation of Service Order on PDF Graphic Template

Automatic start of the Service Order Signing Flow from Tablet

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Scanning Hills

What is included in the Neck Scanning Component of the Solution we have already customized:

Tablet or PC connection to Zebra Scanner integrated with Zoho Creator

Launching Scan Procedure from Team Leader's Agenda on Tablet

Scanning Packages with QR Code or Barcode

Automatic Control of the Number of Packages Handled

Block scanning Foreign necks

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Loading and Unloading Parcels

What is included in the Package Loading and Unloading Component of the Solution we have already customized:

Integration of the Parcel Scanning Component with CRM.

Scanned necks association to type of Movement

Association Colli scanned to place of Origin/Destination

Tracking Neck History

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Processing Costs

What is included in the Processing Cost Module of the Solution we have already customized:

Cost-Commissioning Calculation: Personnel, Means, Materials, Fuel, Tolls

Update of Unit Costs of Individual Cost Items.

Creation of New Cost Items Associated with Jobs

Entering Individual Item Quantities for the Individual Job

Calculation of Total Cost

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Compliance & GDPR

The Solution complies with GDPR and Security Regulatory Compliance by:

Registration Consent Privacy Policy

Opt Out Management

Time management parametric updating of consent data

Mapping and Encryption Personal Data

Access Tracking

Login with 2FA

Audit Log

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CUSTOMERS