Coming Soon
At 1:30 AM Eastern. That's where you are.
Estimate, schedule, manage projects, invoice, market, and track results — all in one place.
We know the evening you've had, because we've had it. The estimate in one place, the schedule in another, the hours on a clipboard in the van, and you at the kitchen table at ten o'clock stitching it all together. We got tired of it, so we built the thing we wanted, and then we kept going until it was good enough to hand to you.
The member company that built this runs thirteen locations on it every day. They license it to NASMM so you can run yours on it too.
Your clients, your notes and your numbers sit on their own, encrypted and separate from ours and from every other member's. The only people who can reach them are the ones you name, and the developers who keep the system running.
What you tell us goes straight to the people building it. That is how most of what is in here got here, and how it keeps up as our industry changes.
Inside is a sample company with one family's move running right through it — the first phone call, the estimate at their kitchen table, your team on the clock, the invoice, the review they leave you — and then the part where you make the system your own. Start the tour and we'll take it a screen at a time, or pick the one tool you came here for and we'll start there.
Well hello there, and welcome!
This is the NASMM 360 tour.
I wanted to share an important detail before we get going.
A unique aspect about this system is that the whole thing was designed and built by a founding member organization of NASMM, who of course, is a senior move manager themselves.
So what you're about to see came about from a real need in their businesses, and was then refined to meet the needs of NASMM members.
It's a system they license to NASMM, for the exclusive use of its members, and its members only.
And rest assured that your data is private and secure.
NASMM's oversight ensures the proper care, access and audits keep it in the hands of the people you approved access to.
We've been at this better than eight years now, building the one system that handles a whole job, start to finish and accounted for all the support behind the scenes needed to make that happen.
Rather than walk you around a menu, we're going to follow one family the whole way through.
Rick and Peggy who are leaving the house they raised their kids in and moving into a community across town.
You'll see their move from the contact form submission, the initial phone call, through making their estimate they e-sign, scheduling your staff, collecting the hours your team works and issuing the invoice they pay, right down to the review they leave you at the end.
Then we'll show you how to make the whole sha-bang look and work like your company does, because how we do things isn't necessarily how you do things.
Two quick notes though: the demo and sample screens are sample representations of the actual system.
They help focus on the individual features in the system.
So know that the system does even more than what we can show you here.
Lastly, use the navigation at the bottom to jump around, or tap a slide's marker on a section overview to skip ahead in that section.
We'll talk you through the whole thing, one screen at a time. The controls at the bottom of the window pause it, step between screens, or take you out again.
It starts with a phone call and ends with a signed estimate: the intake form you fill in while you have them on the line, where their name and every note about them lives afterwards, and how you put a price in front of them while you are still sitting at their kitchen table.
You hear them out and type as they talk. Then the name, the contacts, both addresses and who sent them, all on the one screen while you still have them on the phone.
Leave it blank if you are not sure. You can set it later.
CLIENT CONTACTS
REFERRAL SOURCEMaple Ridge Senior Living
KEY ADDRESSES
3-14-2025 09:40 AM
Deliveries before 3:00 PM only. Anything that arrives after that waits until the next morning.
1-8-2025 02:15 PM
The service elevator has to be reserved. Call the front desk two days ahead and ask for the service elevator, not the lobby one.
MOVE DAY / DELIVERY (OPTIONAL)
NEXT STEPS
INTAKE NOTES
Where are they going? Maple Ridge, apartment 214, on the 9th.
What’s coming with them? A one-bedroom’s worth. The dining set goes to their daughter in Cleveland; the rest is donated.
Anything we should know? Rick’s knee — he wants us doing all the lifting. Peggy would like to pack the china herself.
Your leads, the referral sources who send them, and the date anybody last reached out are all in the one list, so you can tell who needs a call today without opening a single record.
Name | Status | Type | Owner | Email | Phone | Last Touched | Action Date |
|
|---|---|---|---|---|---|---|---|---|
Alicia Moreno | Has Made Referrals | Placement Specialist | Dana Morgan | alicia@example.com | (614) 555-0131 | 2 days ago | — | |
Dana Whitfield | Has Made Referrals | Senior Living Community | Tom Sutter | dana@example.org | (614) 555-0102 | a day ago | 6-12-2025 | |
Gregory Hale | Will Make Referrals | Elder-Law Attorney | Dana Morgan | ghale@example.net | (614) 555-0177 | 4 days ago | 6-16-2025 | |
Janet Ruiz | Needs Materials | Realtor | Tom Sutter | janet@example.com | (614) 555-0164 | 6 days ago | 6-10-2025 | |
Marcus Bell | Inactive Referral | Social Worker | No owner yet | — | (614) 555-0190 | 3 months ago | — |
Marcus Bell
(614) 555-0190
Janet Ruiz
(614) 555-0164
Gregory Hale
(614) 555-0177
Alicia Moreno
(614) 555-0131
Dana Whitfield
(614) 555-0102
Link this contact to family members or other contacts, like a spouse or a child.
Plenty of families find you at eleven at night and would sooner type than call. You build the form yourself, put it on your own site, and what they fill out is in your CRM before you open the office.
Preview reflects the last save. Edit a field, then Save to see it update.
Send a Test SubmissionFamilies reach you however suits them that day. With the AI Receptionist answering your line, their calls, texts and emails land in one list, each beside the contact it belongs to, so whoever picks it up can see what was already said.
Thanks, Peggy! We have you down for Wednesday at 10.
Could we move the consult to Thursday? Rick has a doctor's appointment Wednesday.
You go room by room with the family, and what you write down while you are standing there becomes the list everybody else works from. Photos land on the item itself, every piece gets marked as staying, going, or going to somebody, and the same walkthrough feeds the estimate you are about to write.
Every place on this job — the home being emptied, the new home, any storage unit — and what happens to each thing in it.
Opened on the first origination, where the work starts. This job has 2 locations — choose the name above to switch.
The location is chosen, its tour is walked, its spaces and belongings are listed and sorted, and then the floor plan is drawn.
2
3
You price the move off your own service list and send it for signature from the phone in your hand, sitting right there at the consult. Every estimate carries the cash or ACH total beside the standard card price.
Signers | |
|---|---|
Take pictures of the home while you're there. No room needed — they stay with this estimate and in the project's Files.
Description | Billing Type | Qty | Base Price Each | Base Subtotal | Standard Price | Tax | |
|---|---|---|---|---|---|---|---|
| Boxes, Tape & Paper | Out Of Pocket Expense | 1 | $84.99 | $84.99 | $87.47 | $0.00 |
Base price is the price you entered. Standard Price is what your customer sees for the item. Paying by cash or ACH earns the Cash Discount (cash or ACH) on the estimate total.
Sample Senior Moves
Estimate #2051
Please carefully review this estimate and service agreement before signing.
| Service | Total |
|---|---|
| Space Planning | $146.65 |
| Section Total | $146.65 |
| Service | Total |
|---|---|
| Packing for a Local Move | $370.50 |
| Pack Regular Use Last Minute Items | $92.62 |
| Section Total | $463.12 |
| Service | Total |
|---|---|
| Management of Your Move | $555.66 |
| Setup of Your Home | $350.00 |
| Section Total | $905.66 |
| Service | Total |
|---|---|
| Unpack | $300.00 |
| Hang Pictures and Devices | $183.70 |
| Section Total | $483.70 |
Services Subtotal$1,999.13
| Item | Rate | Qty | Total | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Boxes, Tape & Paper | $87.47 | 1 | $87.47 | |||||||
| Additional Items Total | $87.47 | |||||||||
You save $59.10 when you pay by cash or bank transfer (ACH).
Peggy Greenwood
Signed June 6, 2025 at 9:14 AM
They signed, so now it is a job: the project, the budget that came out of their estimate, who is free that week, the calendar, the shift you schedule against that budget, the handoffs nobody can afford to forget, and the hours your team really works.
Who's running the job, who referred it, what you've billed against the contracted total, and the next shift on the schedule all sit on the one card. When you'd rather see everything at once, you switch over to the Table view.
Step | ID | Project | Created | PM | Logistics | Sales | Referral | Referral Company | Contracted | Used | Budgeted Hours | Hours Logged | Billable Hours | Scheduled Hours | Invoiced | Paid | Next Shift | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
All PMs | All Logistics | All Sales | ||||||||||||||||
| Inquiry | 1051 | 4-Bedroom Right-Size | 6/3/25 @ 11:26 AM | Assign PM | Assign Logistics Manager | Morgan Iles | Grace Kim | Summit Realty Group | $0 | $0 | 0 | 0 | 0 | 0 | $0 | $0 | In-Home Consultation – 6/9/25 @ 12:30 PM | |
| Move Scheduled | 1043 | IL-to-AL Internal Move | 6/4/25 @ 2:40 PM | Dana Miller | Chris Avery | Morgan Iles | Tom Reyes | Oak Hollow Assisted Living | $3,600 | $0 | 24 | 0 | 0 | 24 | $0 | $0 | Move Day – 6/10/25 @ 8:00 AM | |
| Packing | 1042 | Greenwood Downsize | 6/2/25 @ 9:14 AM | Dana Miller | Chris Avery | Morgan Iles | Linda Park | Maple Ridge Senior Living | $8,450 | $6,120 | 56 | 41.5 | 41.5 | 8 | $4,225 | $4,225 | Pack Day – 6/9/25 @ 8:00 AM | |
| Donations | 1039 | Estate Clear-Out | 5/21/25 @ 3:05 PM | Robin Chase | Cameron Bell | Morgan Iles | Alan Brooks | Brooks & Hale Estate Law | $5,600 | $5,910 | 40 | 43.25 | 43.25 | 4 | $2,800 | $2,800 | Donation Pickup – 6/11/25 @ 3:00 PM | |
| Closed Out | 1030 | Full-Service Move | 5/2/25 @ 10:48 AM | Dana Miller | Chris Avery | Morgan Iles | Linda Park | Maple Ridge Senior Living | $6,800 | $6,640 | 48 | 46.75 | 46.75 | 0 | $6,800 | $6,800 | No Upcoming Shifts |
Draw the new apartment from the measurements you took, then put their sofa, their bed and the china cabinet Peggy is keeping where they are actually going to go — each piece the size it really is. The family can sit with the drawing at home, and your team opens the same one on move day.
When the family is done choosing, what is left can go to an online estate auction through MaxSold, started from their own project. The lots come from the rooms and photos you already have, and when it closes, what each lot brought lands back on the job. Starting an auction and seeing your commission are on every plan; Auction Lots and what they sold for come with the Stand-Alone plan.
Created on MaxSold
What your team recorded as sold.
15% of the $2,480.00 your team recorded as sold.
Every item is in a lot.
MaxSold can’t take lots or photos from us yet, so your lots are kept here to share with MaxSold’s team.
Every service the client signed off on shows up here as its own line, and the system keeps the hours against it for you. Open one up and the pieces inside it show too. Scheduling holds hours against that line, worked time becomes used hours, and what's left is right there for whoever opens the project.
Packing Services
EST #2051 Downsize to Maple Ridge
BUDGET | |
|---|---|
Pack Kitchen & Dining | 4.00 HRS |
Pack Bedrooms & Closets | 3.00 HRS |
Label and Inventory Boxes | 1.00 HRS |
Moving and Resettlement Services
EST #2051 Downsize to Maple Ridge
Dispersals and Cleanouts
EST #2051 Downsize to Maple Ridge
Everybody keeps their own weekly hours here, split days and all, and sends you a dated request when one week looks different. You approve the whole thing in one click, and the bar turns red on you when a shift falls outside the hours somebody set.
Pending Availability Change Requests
Approved Changes
Declined Availability Change Requests
Date | Times | Type | ||
|---|---|---|---|---|
| Thu, June 12th, 2025 (Normally Available 8 Hours) | Full Day | Unavailable | ||
| Fri, June 13th, 2025 (Normally Available 8 Hours) | 9A - 1P 4h 1P - 5P 4h | Mixed Availability |
Date | Times | Type | ||
|---|---|---|---|---|
| Mon, June 23rd, 2025 (Normally Available 8 Hours) | Full Day | Unavailable |
Scheduling is the hardest part of this business, so we built five views of the same week instead of one — Monthly, Weekly, Daily, Schedule and Timeline — each one purpose-built for a different job, and all a single click apart. Save the filters you reach for most and you are only ever looking at the people and the work you care about. Approved time off sits beside the shifts, and a dot on each person says who has accepted, so a conflict shows itself before you assign anybody.
Sun | Mon | Tue | Wed | Thu | Fri | Sat |
|---|---|---|---|---|---|---|
1 | 2 | 4 | 6 | 7 | ||
8 | 14 | |||||
15 | 18 | 19 | 20 | 21 | ||
22 | 23 | 25 | 27 | 28 | ||
29 | 30 | 1 | 2 | 3 | 4 | 5 |
Sun, 06-08 | Mon, 06-09 | Tue, 06-10 | Wed, 06-11 | Thu, 06-12 | Fri, 06-13 | Sat, 06-14 | |
|---|---|---|---|---|---|---|---|
all-day |
STAFF |
|---|
Open Shift |
Dana Miller1h Logged 6h / Scheduled 1h |
Chris Avery8h Logged 0h / Scheduled 8h |
Morgan Iles8h Logged 0h / Scheduled 8h |
Cameron Bell8h Logged 0h / Scheduled 8h |
Robin Chase0h Logged 0h / Scheduled 0h |
Mon, 06-09-2025 | |
|---|---|
all-day |
When scheduling your team on a shift, the budget for the service being done is right there in the same window, adjusting its utilization as you set the hours and number of people on the shift. Everyone's availability is drawn behind their schedule bar, so any conflicts are evident before you send them an invite. And a single shift can hold all the locations you're going to, in the order your team will travel to them.
A move has more moving parts than the shifts on the calendar — the donation pickup to arrange, the certificate of insurance the community wants, the elevator that has to be reserved for the ninth. Every one of them gets an owner and a due date here, so nothing about the job is living in somebody's head. Build the board around the steps you already work through, hang an action off any step, and an overdue card flags itself long before your client is the one telling you.
Location-wide task tracking across projects and backlogs.
Your staff clock in from a phone at the job site, and the cost lands on the right project and the right budget line. Travel, admin, break, and work each log separately, the miles are counted trip by trip, and a receipt goes against the budget line it belongs to.
Date | Logged By | Note | Receipt | Reimburse To | Amount | |
|---|---|---|---|---|---|---|
| 06-04-2025 | DM | Wardrobe boxes, 10ct | Dana Miller | $184.62 | ||
| 06-06-2025 | CA | - | No Documents | Not Reimbursable | $62.40 | |
| 06-09-2025 | CA | Tape, bubble wrap, marke... | Chris Avery | $165.60 |
Your team opens the same web address you do and signs in as themselves, and the screen rebuilds itself for the phone in their hand. No app store, no download, no version to chase when somebody starts on Monday with a phone you have not seen before.
The dates, the floor plan, the balance and the people coming to the house, on one private page the family can open whenever they wonder. You decide what goes on it, and everyone who needs it gets their own link you can stop on its own.
Issue Access
Pick the people on this project who should get a link. Everyone you pick gets their own private link.
peggy.greenwood@example.com · Client
Already has a link that works until Jun 8, 2027. Use Share Link on their row to replace it.
mark.greenwood@example.com · Son
laura.greenwood@example.com · Daughter
Each person is emailed their own link. Anyone with no email address on file cannot be picked.
Family members never see values, and items you have marked private are held back from them.
Everyone in this issuance sees the same sections. To give one person a narrower view, send theirs on its own.
Access runs for 24 months from today. Renew it any time before then.
From the first call to the final reveal, your move is handled with care and precision — so you can focus on what matters most.
The Greenwood Home
$2,086.60 due.
Pack Day · Monday, June 9, 8:00 AM – 4:00 PM
With Dana and Chris.
186 items in 9 rooms.
Keep-Home: 94 · Donate: 41 · Sell: 28 · Dispose: 23
Dana Miller is managing your move.
(614) 555-0142
1 floor plan is ready to view.
Each plan opens in its own viewer.
The move is done and the hours are in, so the invoice builds itself out of the work, they pay it without leaving their inbox, the review request goes out on its own, and the numbers land on your dashboard.
You bill from the hours and receipts your staff already logged, and every invoice syncs to QuickBooks Online on its own. Nothing gets typed twice, and nobody on your team needs a QuickBooks login to do their job.
Project Billing
| Description | Amount |
|---|---|
| Move Day — Greenwood Downsize | $1,286.60 |
| Unpacking and Settling In | $800.00 |
| Total | $2,086.60 |
| Balance Due | $2,086.60 |
| Cash Discount (cash or ACH) | $59.10 |
| Balance Due if Paid by ACH (Bank Account) | $2,027.50 |
Your client picks how to pay on a page carrying your company name, and the standard card price already covers the processing. A card payment doesn't come out of your margin, and paying by cash or bank earns them a discount.
You set the schedule one time, and the review requests and the follow-ups go out on their own, stopping the minute somebody actually leaves you a review. A rating at or above your cutoff gets asked to post it publicly, and anything below that reaches a manager first, so you get the chance to make it right.
The message a customer sees when first asked to leave a review.
This is the level of stars that the review must be at or above to ask the user to leave a review on a third party site.
This is the site that the user will be automatically prompted to leave a review on if the review is at or above the third party review stars.
This is the level of stars that the review must be at or below to prompt the user for a manager contact.
Calls and follow-ups a communication hands to your team appear here.
Name | Current Step | Next Step | Status | Last Step Change | Started | Actions |
|---|---|---|---|---|---|---|
Walter Brandt |
Step 3 |
Step 4 |
In Progress | 6-8-2025 |
6-2-2025 |
|
Helen Ostrowski |
Step 2 |
Step 3 |
In Progress | 6-7-2025 |
6-5-2025 |
|
Martin Achebe |
Step 1 |
Step 2 |
Reached the Goal | 6-4-2025 |
6-3-2025 |
Pick what starts one, like a new contact, a website form or a project reaching a new step. Line up the emails, texts, waits and calls that follow. Each person stops getting them the moment they do what you were hoping for. Or tell your own connected AI what you want in plain words. It builds it, and you approve it in the app before anything sends. Automated communications start on the Unlimited plan.
When someone sends our Request an Estimate form, email them a thank-you right away. If they don’t reply by the next day, text them, then have Robin call two days later. If they do reply, have Robin book their consultation. Stop once it’s booked.
I’ve saved this as a draft. It isn’t on yet.
Estimate Follow-Up
Texts only go to people who agreed to get them, and a text due at night waits until 8 am. Want me to send it to you to approve?
Yes, send it to me.
Sent. Estimate Follow-Up is waiting for you in the app. It isn’t on yet.
You’ll get a notice on your phone and an email with the link. Open it, read every message, and tap Approve. Nothing sends until you do. I can’t turn it on for you.
Built for Sample Senior Moves at Sample Owner’s request. Read every message below. Nothing sends until you approve it, and any change cancels this request.
Sends them an email.
Thanks for Your Estimate Request
Thanks for asking us for an estimate. We’ll call you within one business day to set up a visit.
Waits 1 day.
Then it checks: did they reply?
If they replied:
Robin gets a follow-up to do: "Book Their Consultation" (it waits up to 7 days for Robin to finish it).
If they didn't reply:
Sends them a text.
Did you get our email about your estimate? Reply here or give us a call.
Waits 2 days.
Someone on your team calls them (it waits up to 7 days for the call to be made).
Spring is coming and every past client should hear from you. Pick who gets it, write it once as an email or a text, and send it now or schedule it for later. Anyone who opted out, or never said yes to texts, is skipped for you, and you can cancel any time before it starts sending. Broadcast emails and texts start on the Unlimited plan.
Check everything, then send.
Spring Check-In Text
The hours your team put in are already here, tracked and approved, with bonuses, reimbursements and paid time off beside them. You look the run over and export a file for whatever payroll system you use, instead of retyping timesheets at the kitchen table.
Pick the dates, check what each person earned, and export a file for your payroll system. After you pay your team, mark the dates paid so nobody enters them twice.
| Person | Regular Hours | Overtime Hours | Time Off Hours | Wages Before Taxes | Expenses and Mileage | Total to Pay |
|---|---|---|---|---|---|---|
| 22.80 | 0.00 | 8.00 | $716.00 | $0.00 | $716.00 | |
| 40.00 | 2.40 | 0.00 | $1,109.20 | $196.42 | $1,305.62 | |
| 14.00 | 0.00 | 0.00 | $252.00 | $184.62 | $436.62 | |
| 28.20 | 0.00 | 0.00 | $842.20 | $52.26 | $894.46 | |
| Total | 105.00 | 2.40 | 8.00 | $2,919.40 | $433.30 | $3,352.70 |
Export gives you a file with everything dated in these days, to load into your payroll system. The same dates always give the same file.
Four dashboards are built from the same day's work. An owner sees revenue, pipeline, and hours. A sales rep sees their own leads and conversion, a manager sees who is on the clock, and an employee sees only their own shifts and time. The tour switches between them below.
Sample Senior Moves
| Status | Actual | Goal |
|---|---|---|
| 55 | -- | |
| 20 | 28 | |
| 36.36% | 50% | |
| 39 | -- |
| Type | Total | Goal |
|---|---|---|
| $142,800.00 | $150,000.00 (95%) | |
| $118,400.00 | $130,000.00 (91%) | |
| $96,250.00 | $90,000.00 (107%) | |
| Other Invoiced | $1,180.00 | $90,000.00 (1%) |
| Total Invoiced | $97,430.00 | $90,000.00 (108%) |
| $88,640.00 | $90,000.00 (98%) | |
| $640.00 | $90,000.00 (1%) | |
| $89,280.00 | $90,000.00 (99%) | |
| $1,240.00 | -- | |
| $0.00 | -- | |
| $5,920.00 | -- |
| Hours | Total |
|---|---|
| 1,420 hrs | |
| 1,180 hrs | |
| 36 hrs | |
| 1,284 hrs | |
| 1,232 hrs |
Counting touches logged with every contact at this location, clients included, between Jan 1, 2025 and Jun 9, 2025. Touches logged against a company rather than a person are counted on that company, not here.
| Quality | Touches | Each Counts As | Toward Goal |
|---|---|---|---|
| 4 Highest Value | 5 | Full | 5 |
| 3 High Value | 9 | 3/4 | 6.75 |
| 2 Moderate Value | 11 | 1/2 | 5.5 |
| 1 Low Value | 14 | 1/4 | 3.5 |
| 0 No Contact Made | 6 | None | 0 |
Your best touches — a consult, say — each count as one whole touch toward the plan, and lesser ones like a voicemail count as part of one.
| Contact | Referrals Made | Touches | Quality |
|---|---|---|---|
| Karen Pruitt | 4 | 9 | 3.4 |
| Tom Alvarez | 2 | 7 | 2.9 |
| Peggy Greenwood | 0 | 6 | 3.2 |
| Linda Ashby | 1 | 4 | 2.5 |
Dana Rivera
| Status | Actual | Goal |
|---|---|---|
| 18 | -- | |
| 8 | 10 | |
| 44.44% | 50% | |
| 9 | -- |
| Type | Total | Goal |
|---|---|---|
| $52,400.00 | $60,000.00 (87%) | |
| $41,300.00 | $48,000.00 (86%) | |
| $34,900.00 | $36,000.00 (97%) | |
| $31,250.00 | $36,000.00 (87%) | |
| $420.00 | -- | |
| $0.00 | -- | |
| $5,160.00 | -- |
Counting touches logged with every contact at this location, clients included, between Jan 1, 2025 and Jun 9, 2025. Touches logged against a company rather than a person are counted on that company, not here.
| Quality | Touches | Each Counts As | Toward Goal |
|---|---|---|---|
| 4 Highest Value | 5 | Full | 5 |
| 3 High Value | 9 | 3/4 | 6.75 |
| 2 Moderate Value | 11 | 1/2 | 5.5 |
| 1 Low Value | 14 | 1/4 | 3.5 |
| 0 No Contact Made | 6 | None | 0 |
Your best touches — a consult, say — each count as one whole touch toward the plan, and lesser ones like a voicemail count as part of one.
| Contact | Referrals Made | Touches | Quality |
|---|---|---|---|
| Karen Pruitt | 4 | 9 | 3.4 |
| Tom Alvarez | 2 | 7 | 2.9 |
| Peggy Greenwood | 0 | 6 | 3.2 |
| Linda Ashby | 1 | 4 | 2.5 |
You have not asked for any time changes. If you need a day off, or different hours on a day, ask here and whoever approves your hours will see it.
What your people are trained on before you send them out to a house, and where they go when they get stuck, both in the same place they do the work.
You add somebody to the team, and the courses their role needs are already sitting there waiting on them. Each one carries video lessons, a quiz, and a dated certificate when they finish. Every plan can assign our courses and see who has finished them. Writing your own courses and manuals starts on the Unlimited plan.
Courses and training assigned to you.
Expand a program to see your courses and progress.
The day-one track for a new NASMM 360 owner. Short courses that walk you through setting up your account end to end — branding, company details, services, your team, and the tools you run the business with. Sequencing is free: each course ends with a self-check, but you are never blocked from moving on.
Welcome to NASMM 360. The good news first: most of your account is already built for you. This short orientation shows you what NASMM 360 is, introduces Help — the built-in assistant that answers your questions from the documentation — and walks you around your menus and dashboards so you know where everything lives.
Get into NASMM 360, stay secure, and put it on your phone — in about ten minutes. Your account is created for you, so this is the most done-for-you cluster of all: the welcome email, signing in, the one-time passcode step, and adding NASMM 360 to your phone's home screen.
Your day-one setup for NASMM 360, start to finish. Most of your account is already built for you — these short lessons walk you through the few things that are yours to set: your logos, icon and brand colors, your company addresses and details, and adding your team.
Author the business-specific items NASMM 360 does not pre-build. Contracts and discounts are the genuine "build it yourself" areas: write a contract template with live @-placeholders, create reusable discounts, then add your vehicles.
Tailor the pre-seeded pipeline and wire your lifecycle defaults together. NASMM 360 ships a complete project workflow, sensible folders, working default mappings, and a full set of shift-type stages — so you tweak, not build.
Your CRM is one home for every Lead, Client, Referral Source, Vendor, and Company. The best part: NASMM 360 already filled in all the background lists — contact types, statuses, company roles — so you start with sensible move-management defaults and just tailor them.
Build and run your team. Owners can do everything; managers do exactly what you grant them — so this course shows you how to add a person, set their access fast with a permission preset, manage who is available and when, and schedule people onto a job.
The single most important idea in NASMM 360: you set up your service catalog once, and every estimate is a snapshot copy of it. This course tours that model, then builds an estimate end to end.
Your money spine in one course. See how the three systems fit together — QuickBooks is your books, NASMM Payments is your cash register, and NASMM 360 ties them to the right project.
Your dashboards answer the questions you actually ask: how is my day, how is my location, how are my sales numbers tracking. This course gives you a guided read of each one and shows you how to personalize them.
NASMM 360 has an assistant built right in — Help. It lives behind the question-mark button in the bottom-right corner of every page, answers from the documentation, links its sources, and is honest when it does not know.
Onboarding for a new NASMM 360 manager. Focused on the day-to-day: projects and scheduling, the CRM, staff and availability, and reviewing the work. Everything you need to run operations for your office.
Onboarding for a new NASMM 360 team member. The essentials for getting productive fast — logging in, finding your work, and the core screens you will use every day.
Your Team: Staff, Permissions, Availability & Scheduling
Video · 6 min
Put people on a job from the job itself: open the day, choose the shift, and pick who is going. Anyone who is not available that day is marked before you pick them, so a double booking never reaches the calendar.
This session includes a quiz.
Pass the quiz to complete this session.
Courses and training assigned to you.
You ask Help down in the corner and it answers out of your own Documentation Library, or points you at the article that covers it. When it can't get you there it drafts a ticket, and nothing comes to us until you've read it over. Real people work those tickets, and support is exclusive to active NASMM members.
Ref | Subject | Priority | Status | Waiting On | Created | Updated |
|---|---|---|---|---|---|---|
| NAS-000482 | Support: We found it on estimate EST-2051. Can you confirm which services belong on it? SO | High | Open | You | Jun 6, 2025 | 2h ago |
| NAS-000479 | Second Crew for Thursday's Move You: Thanks, that works for us. SO | Normal | Pending | Support | Jun 5, 2025 | 1d ago |
| NAS-000471 | QuickBooks Skipped an Invoice Support: We sent invoice 3092 again and are watching the next sync. SO | Urgent | Open | Support | Jun 3, 2025 | 4d ago |
| NAS-000466 | Custom Field on Estimates Support: We passed this to the product team and will update you here. SO | Low | On Hold | Support | May 28, 2025 | 9d ago |
Your team asks the way they would ask you — what's on for Thursday, what the Greenwoods still owe, record a call for Peggy — and the answer comes back in seconds. It only ever sees what that person was already allowed to see, it picks up the phone when everybody is out on a job, and if you would rather use your own Claude or ChatGPT, you can point those at it instead.
Getting Started
2 steps left to finish setting up your location.
AI Assistant
Choose which people on your team can ask the AI assistant for help, and what the AI assistant may do for each of them. It never goes past what that person can already see and do.
Pick who on your team can use the assistant, and what it may do for each of them.
Pick the people and groups on your team who can use the assistant, and what it may do for each.
Getting Started
2 steps left to finish setting up your location.
AI Assistant
For the AI assistant to answer and book callers, the receptionist must be enabled, linked to a consultation type, and have a phone line turned on.
Everything about how AI Assistant answers your phone lives here: whether she picks up at all, what each kind of caller is allowed to do, which appointment she books, and what callers hear when she answers.
What's Saved Right Now
Let the AI assistant answer and book your callers.
Getting Started
2 steps left to finish setting up your location.
AI Assistant
Let people on your team connect an AI app they already use, like Claude or ChatGPT. Each connection only sees what that person can already see.
Let people connect an AI app they already use, after an owner accepts the AI Connection Terms.
Accept the connection terms, turn it on, and pick who may connect.
Getting Started
2 steps left to finish setting up your location.
AI Assistant
See what AI and phone use has cost this month, and keep money on hand so AI never stops in the middle of a busy day.
Your balance, how you pay, topping up, what things cost, and every charge.
Check your balance, add funds, set automatic top-up, and see every charge.
Anyone you allow can connect Claude, ChatGPT, Grok or another AI app to your company with one web address and their own sign-in. They ask in plain words and the answer comes from your real schedule, projects and contacts, never more than their own permissions show them. It comes with the Unlimited plan and up.
AI Connection Terms
Accepted by Sample Owner on September 26, 2026 (version September 26, 2026). Outside AI apps can be connected.
Paste this into your AI assistant and sign in to authorize — no key to copy or paste.
Pick your app and follow the steps. Most apps ask you to sign in once to authorize — that's it.
Claude, ChatGPT and Grok connect by signing in, so most people never need this. A few other apps can't sign in, like Genspark or an assistant your own tech person sets up. Those use this key instead. Treat it like a password — don't share it.
Who’s scheduled Thursday?
get_location_schedule Used get_staff_availabilityThursday, June 12 has one job on it: the Greenwood Downsize walkthrough, 10:00 to 11:00 am, with Robin Chase.
Dana Miller is off all day, so she’s not available if anything else comes up.
What’s Robin’s hourly rate?
query_staff_recordsI can’t see pay rates for your account. Hourly rates sit in the Pay Rate part of a teammate’s record, and your permissions don’t include it.
An owner can look it up for you, or give you that access.
Works the same way in Claude, ChatGPT, Grok, Genspark and other apps that connect over MCP.
It arrives set up, so you are working the first day instead of building a system. Then all of it is yours to change: your logo and colors on everything it sends, the services you sell at the prices you charge, your own steps in your own order, and exactly what each person on your team can see and change.
Your dark logo, your light logo, your browser icon, and your colors go into Brand Settings one time. After that, everything a client sees carries your name and not ours.
See your colors and fonts on real screens, estimates and emails.
Used on Invoices and anywhere on a light background
Used on the public website headers or on dark backgrounds.
Must be equal width and height, ex: 128px x 128px. Used for the browser "favicon" that shows up in the browser tab beside your company name.
Label | Color | |
|---|---|---|
| Harbor Blue | ||
| Warm Sand | ||
| Slate |
Color | Preview | |
|---|---|---|
| Primary Background Color | ||
| Primary Text Color | ||
| Primary Reversed Color | ||
| Info Background Color | ||
| Info Text Color | ||
| Info Reversed Color | ||
| Success Background Color | ||
| Success Text Color | ||
| Success Reversed Color | ||
| Warning Background Color | ||
| Warning Text Color | ||
| Warning Reversed Color | ||
| Danger Background Color | ||
| Danger Text Color | ||
| Danger Reversed Color |
Choose the lettering for your headings and for everything else. It shows on your team's screens, your estimates and client pages, your forms, and your emails and PDFs.
Font Pairs
Heading Font
Body Font
How your business looks in this app, on the screens your team uses and the pages your clients see. Everything below uses your own colors and fonts.
In Use
Estimate
Estimate
Prepared October 2, 2026
Client Portal
Here is everything for your move on October 14.
Scan Page
Box 12
Dishes, glasses and the good serving platter.
Hello Margaret, your estimate is ready to look over and sign.
Some email apps show a standard font in place of yours.
Your service list is yours, and the ones we ship are only a starting point. Price a service by the hour, as a team billed together, or as one package price, and the grid works out what that comes to for every size of home you walk into. Then you say whether the client is billed the amount you quoted or the hours your team actually put in.
Drag the grip to reorder. Use the row menu to duplicate a service or move it to another category. Toggles save as soon as you flip them.
We only ask for what applies to how you answered.
This is charged to the client and counts as billable revenue.
Most moving labor is sized by the home they're leaving. Storage and delivery usually use the destination.
Enter square feet, or pick the closest size below and we'll fill it in.
Add up every crew member's time — e.g. a 3-person crew for 4 hours = 12 worker-hours.
Either way, time is scheduled and tracked against this service itself — the category only supplies the rate.
Your blended charge per hour of labor.
Live Pricing Grid
Rows are client touch level (how hands-on the service is). Columns are the amount of stuff (how full the home or unit is). The highlighted cell is a typical job.
| Client Touch Level ↓Amount of Stuff → | Below Average ×0.9 | Average ×1 | A Lot ×1.25 | Packed ×2.5 |
|---|---|---|---|---|
| Low Touch ×0.9 | $1,102 | $1,224 | $1,530 | $3,060 |
| Average Touch ×1 | $1,224 | $1,360 | $1,700 | $3,400 |
| High Touch ×1.5 | $1,836 | $2,040 | $2,550 | $5,100 |
| Very High Touch ×2 | $2,448 | $2,720 | $3,400 | $6,800 |
Amount of stuff is how full the home or unit is; client touch is how hands-on the service is. These tiers come from this location's estimate settings.
These choices control where this shows up and how it interacts with discounts, taxes, and invoices.
When a client signs an estimate that includes this service, these tasks are added to the project for your team.
They go to the Project Tasks workflow on the Tasks page.
Here's how this service will look on estimates, project budgets, and invoices.
These are the steps you and your team already run in your head on every job, and here you name them and set their order yourself. Any one of them can email the client, your team, or a manager the moment a project lands on it, in words you wrote, and build that step’s tasks at the same time.
Step | Actions | Order | |
|---|---|---|---|
| Lead | 1 | ||
| Consultation | 2 | ||
| Estimate Sent | 3 | ||
| Packing | 4 | ||
| Move Day | 5 | ||
| Settling In | 6 | ||
| Completed | 7 | ||
| Not for Now | 8 |
Hello {CLIENT NAMES},
Your move is set for {PROJECT AGENDA}. We will start at {ORIGINATION ADDRESS} and finish at {DESTINATION ADDRESS}.
Your team for the day, and how to reach them: {TEAM NAMES PHONE NUMBERS}
{LOCATION NAME} · {LOCATION PHONE NUMBER}
When a project reaches this step, these tasks are added to the project and start at the beginning of the workflow you pick below. Due +days counts from that day.
| Title | Due +days | Priority | Assignment | ||
|---|---|---|---|---|---|
| 1 | |||||
| 2 | |||||
| 3 |
Getting Started
3 steps left to finish setting up your location.
Sales & CRM
Company types classify the companies in your CRM — movers, realtors, funeral homes, senior communities — so you can sort your company list and see which types your referrals come from. Your location starts with about 30, so customizing further is optional.
A company type classifies the companies in your CRM — movers, realtors, senior communities — so you can segment your list and see which types your referrals come from. Your location started with a seeded list; add or retire types here as needed.
Your books, your pay rates and your pricing are not everybody's business. Every person gets their own settings, line by line, and you set them once and reuse them. The list shows only the parts of the system your plan includes.
Senior and Specialty Move Managers across the country run their business on NASMM 360.
NASMM 360 has transformed how my team works.
It brings estimating, scheduling, invoicing, and marketing into one streamlined platform that’s built specifically for Senior Move Managers®. My team is faster, our workflows are consistent, and I finally have the clarity and control I always needed.
The new CRM and drip campaign features make it even more powerful — I can now manage client communication and marketing without using outside tools. NASMM 360 keeps getting better and better, and I honestly can’t imagine running my business without it.
NASMM 360 simplified our workflows and reduced the need for multiple apps and software for managing our downsizing and organizing projects! Brian and his team have been very responsive to our requests… The customization features and software integrations made it easy to use it for our organizing and photo services as well!
We realized NASMM 360 not only looks great, but has so much of what we were trying to get our old CRM to do. We love the direction NASMM 360 is going and how it improves our operations.
NASMM 360 has been a game changer… Keeping track of multiple projects, referral sources, and sending estimates — plus great customer service.
And there you go!
That's all the tour we think you can bear right now.
Believe it or not, there is even more in 360 than we could fit into this one walkthrough, and nearly every bit of it can be customized to the way you work.
Try it for forty five days and run a family like the Greenwoods all the way through it.
And you don't have to figure it out on your own.
In addition to our training videos.
You can lean on our support staff and trainers who know this industry from the inside out.
They can sit down with you, set the whole thing up around how your business runs, and optionally show your people how to use it.
The pricing plans are right below this screen, and under those you'll find links to schedule time for us to help you get set up, links to our live webinars, and the questions folks ask us most.
But one more thing before you go.
You are the people who set the standard for this whole industry.
You're the ones a family trusts through one of the hardest times in their life, and that is no small task.
That is exactly why this system is exclusive to you, a NASMM Member, and why it stays inside that membership.
Thank you for what you do for those families.
We built this for you, and we can't wait to see what you do with it.
Whichever plan you pick, you get everything in Unlimited for 45 days, so you can run a real job through all of it. The trial is exclusive to active NASMM members, you can change your plan while it runs, and nothing is charged until your plan starts when the trial ends. Every one of them lets a person work from two devices.
Billed monthly
For small teams that just need the essentials.
Billed monthly
For larger teams looking to automate their follow-up communications.
Billed monthly
For large teams that need the extended features supporting training, HR manuals, and offline access.
Billed monthly
$1,800 one-time setup
For teams that need a dedicated database and full access to every tool the system can provide, without limits. A Stand-Alone Install can't be moved down to a smaller plan.
Quoted per deployment
$1,800 one-time setup
For multi-location groups who need full control over the system's configuration, at a very technical level.
How many of your people can be switched on at once. Seasonal help is the reason we count it this way: when somebody moves on you switch them off, and that spot goes right back in the pot for the next hire. You pay for the team you have this month, not everybody who ever worked for you.
How many jobs are running at once. Below Unlimited a plan allows twice its people — forty on Limited, a hundred and twenty on Premium — and that is a ceiling on what is live, not on what you keep. Archive a job you have wrapped up and the slot comes straight back, and archived work is unlimited on every plan, so keeping your history costs you nothing.
How many people can be using the system at the same moment. Think of a busy Tuesday morning with the office, three teams and yourself all in at once. It is not the same thing as how many staff you have, because most of your team isn't logged in at any one moment — they are on a job, not at a screen.
Everybody gets a computer and a phone. We stop there for a reason. Your families' addresses, what is in their homes and what they paid are all in here, so an account can't quietly go on living on a phone that left with somebody two years ago, and nobody on your staff can hand their login around and work where you can't see it.
Already on a free VIP account? See "I already have a VIP account" in the questions below. À la carte services: Basic Setup $150 · Full Setup & Training from $500 · One-on-one Training $150/hour.
Our trainers know this industry from the inside, and they'll set the system up around the way your business actually runs, then show your people how to use it. Best practices included, because we've watched what works across hundreds of these businesses.
A working session to get your company, your services and your people into the system so you can start using it straight away.
We build it out with you end to end — your services and pricing, your workflow, your branding — and train your team on running a real job through it.
An hour with a trainer on whatever you are stuck on, whether that's your first estimate or getting the whole team onto the time clock.
We also run live sessions through the year and a bootcamp every quarter — those are just below. And once you're up and running, the training courses and the documentation library are built into your account, and a support ticket reaches a person either way. The AI Help assistant, which answers out of your own documentation, is a paid add-on rather than part of that.
Live sessions run by people who do this work, with a bootcamp every quarter.
The next dates go up here as soon as they are set. In the meantime, our trainers will sit down with you one to one — the setup and training options just above book that directly.
You have questions — we are here to help.
Two things change as you go up: how many people you can have on it, and how much of the system is switched on.
Limited, $40 a month. The whole job, from the first call to a paid invoice — the lead, the estimate they sign, the schedule, the hours your team works, the invoice and the review they leave you at the end. Up to 20 people and 40 active projects.
Premium, $100 a month. Everything in Limited, for up to 60 people and 120 active projects. It adds review requests that go out on their own and keep following up until the family leaves one, a notice to the family and your team each time a project moves to its next step, and it lets a workflow step send the emails and create the tasks somebody would otherwise have to remember.
Unlimited, $140 a month. No cap on people or on active projects. It adds forms you build yourself and put on your own website, automated communications you build off a change to a project or a contact, broadcasts that send one email or text to a whole group of your contacts at once, writing your own training courses and library articles, payroll exports you can hand to whatever payroll system you use, offline access so a packer in a basement with no signal keeps working, and the connector that lets Claude or ChatGPT work with your own numbers.
Stand-Alone, $450 a month. Your own database, your own domain and your own training site — plus the tools that need an install of your own. The room-by-room inventory that builds itself while you walk the house. The new place drawn to scale, so you can answer “will my things fit?” at your desk instead of on move day. A private page for each family, showing only what you decide to show them. A staff assistant your team can ask about any job. A phone system of your own — business lines, calls and voicemail — and a receptionist that picks up the phone when everybody is out on a move.
Dedicated Server, from $1,400 a month plus the server. Everything in Stand-Alone, running on a server of your own.
Auctions work a little differently. Starting a MaxSold auction from a job, and seeing the commission it earns you, are on every plan. Building the lots out of your own inventory, and recording what each one sold for, come with Stand-Alone.
How the top two are arranged. Stand-Alone and Dedicated Server start with a call you book with us rather than self-serve checkout. Both carry a one-time $1,800 setup fee, invoiced after that call rather than charged at checkout, and waived when you pay for the year up front. Both are an install of your own, and once you are on one it can’t be moved down to a smaller plan.
The trial is exclusive to active NASMM members. Ask for it with the company name and owner details you have registered with NASMM, and we'll set you up with everything in Unlimited for 45 days, whichever plan you pick.
Start Your Trial