Moving PortalOverview
Moves on the board, money in, and anything that needs a human.
⚠️ Needs attention
| Damage claim — Hollis move Filed 3 days ago, no response yet | Open |
| Quote #Q-1182 — Reyes Sent 5 days ago, not opened | Follow up |
| Deposit unpaid — Whitaker Move is Saturday | $450 |
This week's moves
| Date | Customer | From → To | Crew | Status |
|---|---|---|---|---|
| Today | Sandra M. | WPB → Jupiter | 3 | In progress |
| Sat | Whitaker | Boca → Delray | 4 | Scheduled |
| Mon | Reyes | Lake Worth → Stuart | 3 | Scheduled |
| Aug 9 | Hollis | WPB → Wellington | 4 | Complete |
Where leads came from
Crew today
Leads
Every quote request, from the site, chat, and phone — nothing lost on a notepad.
| Name | Source | Move | Date wanted | Status |
|---|---|---|---|---|
| D. Whitaker | Website form | 3BR house, Boca → Delray | Aug 22 | Booked |
| M. Reyes | AI chat | 2BR condo, Lake Worth → Stuart | Aug 24 | Quoted |
| J. Alvarez | Website form | Office move, WPB | Sept 3 | New |
| T. Boone | AI chat — 10:40 PM | 1BR apartment, Jupiter | ASAP | New |
The 10:40 PM chat lead is the one you'd have lost — nobody's answering the office phone at that hour.
Clients
Every customer, past and present, with their full move history.
| Customer | Moves | Lifetime value | Last move | Status |
|---|---|---|---|---|
| Sandra M. | 2 | $4,180 | Today | In progress |
| Hollis | 1 | $2,940 | Aug 9 | Claim open |
| Whitaker | 1 | $3,600 | Aug 22 | Scheduled |
| Cordero | 3 | $8,750 | Mar 2026 | Past |
Moves
Every job with crew, truck, inventory, and photos attached.
| Job # | Customer | Route | Date | Crew | Amount | Status |
|---|---|---|---|---|---|---|
| M-2841 | Sandra M. | WPB → Jupiter | Today | 3 | $2,180 | In progress |
| M-2844 | Whitaker | Boca → Delray | Aug 22 | 4 | $3,600 | Scheduled |
| M-2845 | Reyes | Lake Worth → Stuart | Aug 24 | 3 | $2,750 | Quoted |
| M-2838 | Hollis | WPB → Wellington | Aug 9 | 4 | $2,940 | Complete |
Inventory photos taken at load-in are attached to the job — which is what settles a claim quickly.
Billing
Deposits, balances, and payment links — no chasing checks after the truck leaves.
| Job | Customer | Deposit | Balance | Status |
|---|---|---|---|---|
| M-2844 | Whitaker | $450 | $3,150 | Deposit unpaid |
| M-2841 | Sandra M. | $400 paid | $1,780 | Due on delivery |
| M-2838 | Hollis | $500 paid | $0 | Paid in full |
Claims
Damage claims tracked from filing to resolution — with the load-in photos attached automatically.
Open claim — Hollis (M-2838)
All claims
This is the section most moving companies run on email and memory. A tracked claim with timestamped photos closes faster and cheaper — and protects your reviews.
Messages
Two-way with customers, logged against the job.
Help
Boom Media support, inside the portal — no separate ticket system.
Open a ticket
Guides
Settings
Staff seats, service area, and integrations.
Staff access
Integrations
Portal seats: $50/mo first user, $35/mo each additional, up to 5.
Apps
The tools you’d otherwise buy from a dozen vendors, inside the same portal. One login, one bill.
AI chatbot & live chat that answers after hours
Reviews, citations & local listings
Local SEO plus AI answer tracking
Long-form content that earns search traffic
Social posts scheduled & published
Ad & social creative, generated
Legal e-signatures on estimates & contracts
Approval workflows with visual feedback
Website accessibility & security monitoring
Customer loyalty & staff recognition
Tracked, branded QR codes
Screens & digital signage
Remote desktop support for your team
The client portal & reporting hub
WiFi marketing & premises security