Twilight Movers CRM

Pipeline

Live jobs by stage

Today

Booked moves and follow-ups

Quote Builder

Local under 100 miles hourly, long-distance by pound

Lead Quote type Estimate template Payment method Exact distance miles Estimated hours Crew size Estimated pounds Packing/materials Small move flat fee Truck fee Mileage/fuel fee

Estimate Preview

Hourly local move

Dispatch Board

Assign booked jobs to crews and trucks

Crew Calendar

Next 7 days

Customer Messages

Email-style conversation tracking

Reply Draft

Use for follow-up, estimate, or booking replies

CRM Settings

Crews & Trucks

Each crew has 5 mover slots and one assigned truck.

Quote Templates

Each template has its own name and message box.

Follow Up

Create different follow-up templates for different situations.

Pricing

Change minimums, deposits, and long-distance pricing here.

Local Moves

2 movers cash 2 movers credit card 3 movers cash 3 movers credit card 4 movers cash 4 movers credit card Minimum hours Local deposit

Small Flat-Rate Moves

Default flat rate

Long-Distance Moves

Price per pound Minimum pounds Deposit %

Website & Email

Manage the website and email details used for future integrations.

Website platform Email provider Customer email

Website: GoDaddy form leads can connect to the CRM lead intake endpoint.

Mileage: Exact driving miles should come from a maps connection. The local prototype opens directions and saves the exact miles you enter.

Email: Gmail replies from twilightmovers2017@gmail.com can be matched to the customer timeline.

Automation: new lead alerts, quote sent emails, booking confirmations, and follow-up reminders.

POST /api/leads POST /api/messages/inbound POST /api/quotes/send

Website Lead Form

Embed this form on your Twilight Movers website

Name Phone Email Move date From address To address Service

Exact miles will be calculated from the pickup and destination addresses in the CRM.

Notes