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CommunicationsPlanned

Create useful messages for the right audience.

Plan audience selection, branded templates, preference checks, scheduling, and campaign reporting.

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Email campaigns & design

Useful details.
A clearer way to work.

01

Audience controls

Select customers using reviewable filters and exclude opted-out recipients.

02

Template design

Build reusable layouts while keeping customer merge fields safe.

03

Send history

Review recipients and provider outcomes without equating acceptance with delivery.

THE WORKFLOW

Know what happens next.

A good workflow makes the inputs, decisions, and next action easy to follow.

  1. Review the business requirements and existing records.
  2. Configure and test the workflow in an isolated environment.
  3. Activate only after supported connections and staff review are complete.

Current availability

Planned

Transactional estimate, booking, deposit, and conversation emails are available. Bulk campaigns and a visual design studio are planned.

Confirm the scope, setup, and required integrations for your business in a product walkthrough.

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CONNECTED TO THE REST OF THE MOVE

Keep exploring.

Available
Sales

Estimates & quoting

Work through move information, inventory, materials, packing labor, storage, and the final quote in a six-step estimate. Keep the customer version connected to the saved job.

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Available
Sales

Branded customer portal

Give customers a branded place to review an estimate, check move details, request a date, sign supported documents, and pay a requested deposit.

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Available
Communications

Two-way customer email

Send customer email from MoveOS, review the selected recipient, and receive routed replies in the same conversation. New replies have their own unread indicator.

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A FEW THINGS WORTH ASKING

Good questions.
Clear answers.

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Is this feature available now?+

Transactional estimate, booking, deposit, and conversation emails are available. Bulk campaigns and a visual design studio are planned.

How does it fit my business?+

Bring your current workflow and must-have requirements to a walkthrough. We will review the supported records, roles, connections, and setup before agreeing an implementation scope.

YOUR NEXT CHAPTER STARTS WITH A CONVERSATION

A better view of the business.
A clearer next move.

Show us how your team works. We’ll walk through the workflows, connections, and setup that matter to your operation.

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