A deposit to confirm the job, the balance after the move, storage billed every month. Customers pay by card from their portal, and every payment, refund and closed job lands in one journal.
From the first estimate to the line in your July revenue — the same job, the same numbers, in one place.
Take the deposit online, then let customers pay the balance however suits them — a card, Apple Pay, Google Pay, a bank account (ACH), PayPal or Venmo in their portal, or cash, check and Zelle on move day. Add a card fee or a cash discount if you want one.
Storage in transit and long-term accounts sit next to the moves that fill them. Each one bills itself every month — by the cubic foot or at a flat price — and anything overdue is flagged on its own.
Revenue, new jobs, average job value, win rate and what’s still unpaid — for the week, the month, the quarter or the year, each against the period before.
Once the hours, extras and payments are in, closing the job freezes its price. Later changes to tariffs or settings never rewrite a finished move.
Deposits, balances, storage payments and refunds are all entries in one journal, matched back to their jobs — and the whole thing exports to CSV for your accountant.
Walk through a month of your moves and storage with us in a demo.
Get a demoSee it with your own jobs, tariffs and trucks.