Clear, detailed answers about the moving-company workflows Reelow supports, from the first lead and estimate through dispatch, payment, payroll, storage, claims, and AI calling.
Reelow is an all-in-one customer relationship management and operations platform built specifically for moving companies. It connects leads, room-by-room inventories, estimates, e-signatures, deposits, scheduling, dispatch, crew activity, payments, storage, claims, payroll, reporting, and an AI Sales Rep in one system.
Reelow is designed for local, long-distance, and interstate moving companies, from owner-operators and small teams to multi-crew operations. Because it follows the moving workflow rather than a generic sales process, owners, sales representatives, dispatchers, office staff, and crews can work from the same customer and job record.
It is both. Reelow manages the sales pipeline like a CRM, then carries the same record through inventory, estimating, booking, scheduling, dispatch, payment, payroll, storage, and claims. That continuity helps teams avoid rebuilding the same move in separate tools.
Reelow can manage the workflow from a new inquiry through a completed move: capture the lead, collect move details and inventory, calculate and send an estimate, collect a signature and deposit, schedule and dispatch the job, track crew time, collect the balance, and report on results.
Yes. Reelow supports teams working across sales, dispatch, operations, administration, and the field. Company roles and permissions help determine which areas and actions each person can access.
Yes. Reelow supports hourly and inventory-based workflows, mileage and travel calculations, multiple stops, cubic-feet and weight information, and move details needed by local and long-distance operators.
Yes. Customer details, move scope, inventory, estimates, signatures, deposits, job records, communications, and payment activity stay connected. Teams can see the history of the move without searching several disconnected systems.
Yes. Reelow reporting brings together sales and operating data so owners can review pipeline activity, bookings, jobs, payments, crew time, payroll information, storage revenue, claims, and other business results supported by their plan and setup.
Reelow can receive and organize inquiries as lead records containing customer contact information, move dates, origin and destination details, inventory, notes, source information, and follow-up activity. Public lead forms and connected lead workflows help inquiries enter the same sales pipeline.
Yes. Teams can move leads through a visible pipeline and keep the customer, estimate, messages, calls, tasks, and outcome connected to that record. This gives sales managers a clearer view of what needs attention.
Yes. Reelow supports two-way SMS tied to customer and lead records, helping office teams keep conversations in context rather than relying only on personal phones.
Yes. Reelow includes automation tools for approved follow-up workflows such as responding to new leads and following up on estimates. Companies control their messaging, timing, and enabled automations.
Yes. Communication connected to the lead or customer record gives authorized team members useful context before they call, text, quote, or update the move.
Yes. Estimate activity stays connected to the lead, and companies can use follow-up tools and the AI Sales Rep's optional quote follow-up calling to reconnect with customers after an estimate is sent.
Reelow can retain lead-source information so teams can review which channels are producing inquiries and bookings when source data is supplied with or added to the lead.
Yes. Reelow creates moving estimates from the customer's move details, inventory, company pricing rules, labor, travel, packing, materials, and other configured charges. The estimate can be delivered as a professional branded document.
Yes. Teams can build an inventory room by room using common furniture and household items, quantities, notes, and custom items. Reelow calculates associated cubic feet and weight information for the inventory.
Yes. A moving company can send a secure, mobile-friendly inventory link. The customer completes the room-by-room survey without installing an app, and the submitted details flow back into the move record for review and estimating.
Yes. Moving companies can configure hourly rates and the operating rules used in their estimates. The estimate can account for labor, travel, materials, packing, and other applicable charges.
Yes. Reelow's inventory catalog includes cubic-foot and weight values that roll up as items are added, giving estimators useful volume and weight information for inventory-based moves.
Yes. Reelow can calculate route distance and drive time across move stops and use configured travel rules when preparing an estimate.
Yes. Moving companies that use California Double Drive Time can configure that pricing logic in their estimating workflow.
Yes. Reelow can generate professional estimate documents with company and move information, pricing details, inventory, terms, and the customer's approval information.
Yes. Customers can review and electronically sign an estimate through a secure link. The signed approval stays connected to the quote and customer record.
Yes. A company can include a secure deposit step in the approval flow, allowing the customer to sign and pay from their phone or computer. The payment is then recorded against the move.
Yes. Estimators can update move details, inventory, rates, or charges and send the revised written estimate. Keeping revisions in the record helps the customer and office work from the current scope.
The estimate, customer acceptance, e-signature, deposit, and scheduling information remain connected. Once the company's booking requirements are met, the move can proceed as a scheduled job without re-entering the customer and scope.
Yes. Reelow provides calendar and schedule views for upcoming work, helping office teams coordinate dates, times, move details, crews, and trucks.
Yes. Dispatchers can assign available crew members and trucks to scheduled jobs and keep those assignments connected to the move.
Reelow's shared scheduling and dispatch views make existing assignments visible while a dispatcher plans work, helping the office identify crew, truck, or timing conflicts before finalizing assignments.
Yes. Assigned crews can receive job information and access the details relevant to their work, including schedule, customer, addresses, notes, and updates provided by the office.
Yes. Reelow tracks job status through the moving workflow so office and operations staff can see progress and focus on jobs that need attention.
Yes. Move records can include origin, destination, and additional stops. Route distance and travel information can carry into the estimate and job workflow.
Yes. Crew check-in and check-out activity can feed job time into Reelow's payroll workflow, reducing duplicate entry between operations and payroll preparation.
Reelow supports payroll calculations that include hours, weekly overtime, recorded tips, and configured commissions. Teams can review pay-period information and export it for their payroll process.
Yes. Reelow can create customer invoices connected to the move, charges, payments, and remaining balance.
Reelow supports connected Stripe and Square payment processing. Companies use their connected payment account to collect customer deposits and balances.
Yes. Reelow's secure payment links are mobile-friendly, so customers can pay a deposit, payment request, or eligible balance from a phone without needing a Reelow account.
Yes. Payments are associated with the relevant customer and move, allowing the office to see recorded deposits, additional payments, and remaining balances.
Yes. Reelow includes storage customer accounts, vault or unit organization, stored-item inventory, movement history, recurring billing workflows, release scheduling, and storage reporting.
Yes. Storage operations can use stable QR labels for vaults or storage units. Scanning a label helps authorized staff open the connected account and inventory information from a mobile device.
Yes. Eligible storage accounts can use a secure customer card-save flow for monthly autopay through the company's connected payment processor.
Yes. Reelow provides a claims workflow for intake, documentation, customer uploads, internal assignment, status tracking, settlement documents, signatures, and reporting.
Yes. A moving company can send a secure upload link that lets the customer provide claim photos and supporting files from a phone or computer.
The Reelow AI Sales Rep is a configurable phone agent for moving companies. It can answer inbound calls, gather move details and inventory, use the company's approved pricing setup, create an estimate, send it by text and email, and help move the caller toward booking.
Yes. A moving company can use the AI Sales Rep for round-the-clock inbound coverage, including nights, weekends, holidays, and times when the office is busy.
Yes. The AI can collect addresses, dates, access details, and room-by-room inventory, then use the moving company's configured rates and rules to create the written estimate in Reelow.
Yes. The AI Sales Rep uses the pricing configuration and approved business information connected to that company, rather than a generic public price list.
Yes. When the quote is ready, the AI can send the written estimate by text and email so the caller can review the scope, sign, and follow the company's deposit process.
Yes. Companies can enable specific outbound workflows, including responding to new web leads, returning missed calls, and following up on sent estimates. Each supported trigger is controlled in company settings.
Yes. The company can configure a transfer number. The AI can warm-transfer when the caller asks for a person or the conversation needs human attention; if the transfer is not answered, it can capture a detailed message for follow-up.
Yes. Companies can configure items such as the greeting, voice, business information, service areas, policies, frequently asked questions, transfer behavior, and approved calling workflows.
Yes. Companies can use after-hours behavior so their team handles calls during open hours while the AI provides coverage outside that schedule.
Call records, summaries, and the move information created from the conversation are connected to the CRM workflow, giving authorized staff context for review and follow-up.
Yes. The company controls whether the AI Sales Rep and its supported inbound or outbound behaviors are enabled.
Yes. Reelow has a native iOS mobile app for owners, office users, and crew workflows. It complements the web CRM for work that happens away from a desk.
Depending on their role, users can review business activity, upcoming bookings, job information, dispatch details, messages, and other mobile-enabled workflows while away from the office.
Crew members can access assigned job details, use job check-in and check-out workflows, review addresses and instructions, communicate updates, and support on-site completion steps available to their role.
Yes. Mobile job timers let crew members check in, pause or resume where supported, and check out. Recorded job time can flow into operations and payroll review.
Yes. Customer-facing estimate, signature, inventory, payment, storage autopay, and claim-upload experiences are designed to work through secure mobile-friendly links without requiring the customer to install the Reelow app.
No for standard customer actions. Companies can send secure links for inventory collection, estimate review and signature, payments, storage card setup, and claim uploads.
Reelow offers Starter and Professional plans. Because pricing and included services can change, the current plan rates and details are maintained on the official pricing page.
Yes. Reelow offers a 30-day free trial so a moving company can set up its workflow and evaluate the platform before the first subscription charge.
Reelow is offered without a required annual contract. Companies can review the current subscription and cancellation terms before starting.
Yes. A company can cancel its subscription rather than being locked into a long-term agreement. Current billing and access details are explained in Reelow's subscription terms and account experience.
The AI Sales Rep is available with the Professional plan. AI talk time uses prepaid minute credits; the pricing page contains the current plan and usage details.
Start a free trial, create the company workspace, add team members, configure company and pricing details, connect the payment and communication services you plan to use, and test the lead-to-payment workflow before rolling it out broadly.
Reelow supports spreadsheet-based import workflows for moving-company records. A careful migration starts by cleaning and mapping source data, testing a sample, and verifying the result before the final cutover.
Reelow provides export capabilities for supported business records and reports, helping companies use their information in external accounting, payroll, analysis, or migration workflows.
Yes. Reelow provides a Help Center and step-by-step How-To library covering key workflows such as company setup, leads, inventory, estimates, booking, dispatch, payments, texting, storage, and the AI Sales Rep.
Use Reelow's public support form for account or product help. Include enough non-sensitive context for the team to understand the workflow you are trying to complete, but do not send passwords or payment-card details.