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Case Study

Removals and Storage System

The Problem was...

A company who specialise in the relocation and storage industry contacted us to find a solution to a problem they had. When we arrived, they were still using a clipboard and pen to measure the items and quantity within a property. Whilst this was effective and did what they needed, they knew there was a better way. All estimating, quoting, and invoicing was also done in a similar way. They needed to speed the process and become more efficient

Our Process

As the offices held a mixture of both Windows-based and Apple computers, they needed a solution that would work on both platforms. After several discussions to establish best practice and routines, we mapped out a plan for them to see and to be sure we had covered everything. Based on these, we created the first draft of the StorM software which allowed them to input the information from their initial site visit. This created a ‘Cube’ list for the client and from there generated a quote based on the particular parameters of the job such as manpower, trucks, and mileage involved.

The Solution

Once implemented, the process went from a 3hr slog to create a quote down to a 15 min data entry to create and send a professional quote to the client! All client information is now held in a single location with job sheets generated at the click of a button. Current and previous invoices are available to view in the same location too.

From the initial call through to job completion, all processes are now managed and can be seen at any point. Invoices can be re-sent at the click of a button as can quotes or delivery paperwork. When a customer calls, their information is viewable immediately by using the in-built search system. No more searching for paperwork or time lost.

The whole removals process is now totally automated for them and is an easy process as opposed to a time-consuming chore. The admin staff can now manage and run the fleet in a more efficient and structured way which has improved how the company runs overall.

As with most removals companies, storage is also an option. Once we had completed the removals software, they asked us to look into the storage side of their business. Fortunately, we had already created a storage management system that would be able to handle their needs.

With a few simple modifications to the system to meet specifics of their company, we added in the storage solution too. They can now manage all storage units from a single location and generate invoices automatically on a monthly basis. The system examines all current units and generates an invoice, if due, based on the rental period and when last invoiced. The time saved with both systems has allowed them more time to focus on the business itself rather than administration.

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