You walk in at 7 AM. Coffee in hand, phone already buzzing. Here’s what a typical day looks like when you run a moving company on MoveRight.
What this covers
This is your daily flow — the checks, decisions, and actions that keep your business running. It’s not a feature guide. It’s a real day, in order.
Who uses this
Owners and operators who oversee sales, dispatch, and money. If you wear every hat, this shows you which hat to wear when.
6:45 AM — Morning numbers check
Before you sit down, you check three things on your phone:
- Today’s revenue — tap the MoveRight dashboard. How much is booked for today? Does it feel right for the number of trucks running?
- Pipeline count — how many leads are in the queue? If it’s thin, you know you need to push marketing today.
- Overnight leads — did anything come in after hours? MoveRight’s AI already texted them back, but you want to see the names.
This takes 90 seconds. You do it before anything else.
7:00 AM — Dispatch check-in
You open the dispatch board and review today’s jobs with your dispatcher (or by yourself if you’re solo). You check:
- Every job has a full crew assigned
- Every job has a truck assigned
- No crew member is double-booked
- All access notes are filled in (gate codes, parking, special items)
If something’s missing, you fix it now. A gap at 7 AM becomes a crisis at 9 AM.
See: The 15-Minute Morning Routine
7:15 AM — Pipeline review
You open the lead pipeline and sort by stage. You’re looking for:
- Hot leads — signed estimates waiting on deposit. You text or call these personally.
- Stale leads — opportunities with no activity in 3+ days. You assign a follow-up task to your sales agent.
- New leads — came in overnight. You make sure your sales agent has acknowledged them.
You spend 5 minutes here. It’s the difference between a slow week and a booked week.
See: How Leads Enter MoveRight
8:00 AM — Sales coaching
You pull up your sales agent activity for the week. You check:
- How many leads did each agent contact today?
- What’s the close rate for the past 7 days?
- Any leads sitting in “New” for more than 24 hours?
You find your sales agent and give a quick coaching moment. “Hey, I see the Martinez lead hasn’t been called yet. What’s the story?” It takes 2 minutes. It builds accountability.
See: Speed-to-Lead: The 5-Minute Rule
10:00 AM — Mid-day revenue check
You check the marketing dashboard on your phone or laptop. You want to know:
- Cost per booked job this week — is it under your target?
- Revenue by source — which ad channels are pulling their weight?
- Pipeline value — what’s the total value of open opportunities?
If cost-per-lead is climbing, you adjust ad spend before the week gets away from you.
See: Reading Your Marketing Dashboard
12:00 PM — Lunch break, but you’re still watching
You don’t need to stare at MoveRight all day. But you keep push notifications on for:
- New lead alerts
- Signed estimates
- Failed payments
- Crew no-shows
MoveRight handles the routine. You handle the exceptions.
2:00 PM — QuickBooks check
You open QuickBooks and confirm this week’s sync. MoveRight should have pushed over:
- Invoices created
- Payments recorded
- Deposits collected
If anything didn’t sync, you fix it now instead of discovering it at month-end.
See: QuickBooks Sync and Reconciliation
4:00 PM — End-of-day review
Before you leave, you check:
- Tomorrow’s dispatch — are all crews assigned? Any holes?
- Open invoices — any past 7 days without payment? Send a follow-up.
- Team scorecard — did your targets get hit today?
Five minutes. Then you’re done.
Common questions
Do I need to do all of this every day? Not every item, every day. But the morning numbers check and dispatch check-in are non-negotiable. The rest you can batch — QuickBooks twice a week, marketing dashboard three times a week.
What if I’m the only employee? Then you’re also the dispatcher and sales agent. The flow is the same — you just do all three roles in sequence instead of delegating.
What happens next
- Set up your company: Company Settings
- Add your team: Adding Your Team
- Understand your numbers: Marketing Dashboard