A simple workflow
A simple workflow for senior service firms.
Client request
Capture new inquiries and client details.
Consult & assess
Schedule consultations and define the scope.
Estimate & schedule
Create estimates and turn approved work into a schedule.
Track hours
Record the work performed and keep your team aligned.
Billing
Invoice clients and get paid.
Built for a broad range of senior services
Workflow-supported services.
Move Manager adapts to your services, whether you offer full-service moves or specialized transition help.
- Sort & declutter
- Floor planning
- Pack & prep
- Move oversight
- Unpack & setup
- Home clean-out
- Downsizing
- Online auction
- Estate sale
- Senior placement
- Aging in place
- Property management
