heurologystudioAll Work

PLAT.01

  • Platform
  • Client
  • In Development
  • Since 2026
Staff portal financial overview with income this month, new leads, jobs this week, performance rings and income by payment method, sample data
Financial overviewOwners see this month’s income, new leads and jobs at a glance.

[ 01 ] Overview

One system for the whole move, from first quote to final invoice.

We built one platform, made to replace the suite. The public site brings in leads and gives an estimate on the spot. The staff portal runs scheduling, dispatch, crews, billing, fleet and payroll from the same records. Quotes are priced by our own pricing engine.

Owners see the business at a glance: income by payment method, card fees, average revenue per move, and revenue trends against last year. Payroll totals each crew member’s hours and pay for the week from the jobs they worked.

Timeline
Jul 2026 – ongoing
Type
Client Project
Team
Shel, Mars
Contribution
Design, Build, Handover

[ 02 ] Problem

A family moving company needed one system for the whole job, without paying every month for an off-the-shelf suite.

Quotes, schedules, crew sheets and invoices lived in different places, so the same move was entered more than once and the office and the truck could work from different plans.

  1. 01

    A Monthly Bill

    The off-the-shelf suite charged every month and still did not fit how the business works.

  2. 02

    One Move, Many Copies

    Each step kept its own copy of the job, so details were typed again and could drift apart.

  3. 03

    Office and Truck Apart

    Crews on moving day had no live view of the plan the office was working from.

[ 03 ] Approach

  1. 01

    One Record per Move

    The quote, the schedule, the crew sheet and the invoice are one record, so nothing is typed twice.

  2. 02

    Quotes in Minutes, Not a Day

    Customers get an estimate on the public site straight away, and staff refine it from the same record.

  3. 03

    One Plan on Moving Day

    Crews see the job, the route and the inventory in their own app, so the office and the truck work from the same plan.

[ 04 ] Key Screens

  1. 01

    Quote request

    Customers describe their move and send a quote request from the public site.

    Quote request form on the public site
  2. 02

    Every job in one list

    Staff scan every job with its status, customer, move date and destination.

    Staff portal jobs list with status, customer, move date and destination, sample data
  3. 03

    Crew app on moving day

    The customer reviews and signs the bill of lading on the crew’s phone.

    Crew app on a phone showing the bill of lading for the customer to sign
  4. 04

    Weekly payroll

    Staff see each crew member’s hours and pay for the week, totaled from the jobs worked.

    Weekly payroll with total pay, total hours and a row per crew member with jobs, hours, rate and pay, sample data
  5. 05

    Jobs and revenue trends

    Owners compare recent job activity and monthly revenue with the year before.

    Trends tab with job activity for the last 7 days and revenue for the last 12 months against the prior year, sample data
  6. 06

    Fleet status

    Staff check which vehicles are available and which are on a job.

    Fleet list of trucks, a van, a pickup and a trailer with their status, sample data

[ 05 ] Outcome

The public site and the staff portal are live. Day to day, staff work mostly in the schedule, the estimates and the job records.

The platform is built to replace the monthly suite. We are refining it now and will publish results once they are measured.

[ 06 ] Next project

SITE.03