Senior Move Managers

SMMware is an industry partner with NASMM, the National Association of Senior Move Managers.

SMMware was built with Senior Move Managers in mind, and  continues to offer features that serve your specific needs.

Many of your clients are couples and SMMware client profiles allows you enter both of their names.

It is common for you to deal with a client representative instead of the actual client, perhaps due to dementia issues or in estate situations. SMMware formally supports the idea of a client representative being attached to a client profile.

SMMware supports that a job may involve moving, providing fields in the Job Profiles for the new address and moving date. And since you may move the same person multiple times as years pass, SMMware tracks their address history.

You are also frequently moving people to the same Senior Living Centers, and SMMware saves you from having to cut and paste those addresses into a client or job profile. You can pick the desired location from a dropdown and the address fields are filled in for you, all you need to enter is a suite or apartment number.

SMMware’s scheduling feature supports the ways that you manage which employees will work on a given day. It isn’t assumed that you have full time employees, you have to concern yourself with which employees can work when.

In these ways and more, SMMware is perfect for anyone in a Senior Move Management business.

Here is a summary of our features:

  • Sales Leads and Quotes
  • Clients
  • Jobs
  • Hours Entry
  • Expense Entry
  • Invoicing
  • Scheduling (w/ text messaging)
  • File Uploading and Sharing
  • Resource Lists (Ex: if you recommend vendors)
  • Tasks (Assignable)
  • Notes
  • Associates (Employee or Subcontractor)

We also integrate with these other services:

  • QuickBooks Online
  • QuickBooks Desktop
  • MailChimp (for Marketing Automation)

Google Calendar (can hold a copy of your local calendar)

Contact us for a demo.

Or if you are ready, start your 30-day free trial