Operations command center

Dashboard

Pipeline

Current month jobs by stage

Today

Booked moves and follow-ups

Quote Templates

Select a lead and template

Template Preview

Quote template

Dispatch Board

Assign booked jobs to crews and trucks

Calendar

Booked jobs by month

Job Details

Click a booked job

Select a booked customer on the calendar to see the job information and crew.

Customer Messages

Email-style conversation tracking

Reply Draft

Use for follow-up, estimate, or booking replies

Archive

Saved leads ordered by date added

Accounting

No finished jobs saved yet

CRM Settings

Crews & Trucks

Each crew has 5 mover slots and one assigned truck.

Quote Templates

Use {customer_name}, {pickup_address}, {delivery_address}, {move_date}, {phone}, {email}, {move_size}, {miles}, or {notes} to fill details from the lead.

Follow Up

Use the same placeholders to personalize follow-up messages automatically.

Pricing

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

Local Moves

Small Flat-Rate Moves

Long-Distance Moves

Website & Email

Manage the website and email details used for future integrations.

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

Agreement

Save the contract terms here, then send them to customers from the Send Message window.

Website Lead Form

Embed this form on your Twilight Movers website
Exact miles will be calculated from the pickup and destination addresses in the CRM.