INTEGRATED ESTIMATOR & QUOTE GENERATOR
Tablet-based, customizable tool to generate onsite quotes for customer signature with direct conversion to live work orders.
END TO END COMMERCIAL MOVING AND RIGGING MANAGEMENT
Seamless single-entry data flow between project management dispatch, storage, billing, payroll, and accounting.
PAPERLESS COMMERCIAL MOVE MANAGEMENT
Tablet-based quote generation, onsite project management, e-delivery and signature capture.
CUSTOMIZED WORKFLOW & REPORTING
User-defined datasets and readily-deployed client-specific functionality adapts to unique workflow requirements.
READILY SCALABLE IMPLEMENTATION
Unlimited users, projects, labor, equipment, warehouses, and dispatch locations with company-wide visibility.
SECURE CLOUD-BASED TECHNOLOGY
Reduced IT costs with real-time multi-location data collection and integration with third-party applications.
THE ONLY COMPREHENSIVE PROJECT MANAGEMENT SOFTWARE CREATED SPECIFICALLY FOR THE COMMERCIAL MOVING AND RIGGING INDUSTRIES.
Developed over 25 years by seasoned moving industry software experts.
Office Relocation
Library Relocation
Industrial and Warehouse Moving
Laboratory and Hospital Moving
University and School Relocation
Rigging
FF&E Transportation
Furniture Installation
Decommissioning
Warehousing and Storage
and More
LEARN MORE
FOX WYNDRUM ASSOCIATES’ COMMERCIAL MOVING SOFTWARE
Handling simple single-man work orders to multi-crew, multi-day, multi-location business relocations, CMS is a robust, browser-based application that delivers powerful, flexible project management tools across your commercial move operations.
Its extensive feature-rich account management, move planning, dispatch, billing, and payroll functions streamline the entire project life cycle, eliminating redundancies, expediting processing, increasing customer satisfaction, reducing costs, and increasing profitability.
Managers have full oversight of all pending, in process, and completed work across even the most complex projects with job costs and billing data available in real time. For both a simple one-day load and deliver to an ongoing multi-crew office move, CMS delivers simplicity, visibility, control, and oversight to commercial moving.
CMS Enterprise supports unlimited business units, dispatch locations and warehouses.
FOX WYNDRUM ASSOCIATES, INC.
COMMERCIAL MOVING SYSTEM
APPLICATION FEATURES
CMS MOBILEQUOTE FEATURES
- Tablet-based, touch-driven cube sheet for walk-throughs
- User-defined content categories, contents, materials and equipment
- Unlimited cube sheet definitions by business unit and market segment
- Photo capture and document upload
- Automatically calculated load counts, and move and transportation requirements
- Add unlimited user-defined in-house or subcontractor services
- Calculated quote pricing editable by quote, service group, or hourly/per item rates
- User-defined quote contents
- Customized quote documents and supporting content
- Onsite signature capture and PDF generation
- Fully integrated with CMS Enterprise, convertible to projects, BOLs, and Subcontractor orders
- Real-time quote-to-actual tracking down to service group detail
CMS PROJECT MANAGEMENT FEATURES
- Unlimited customer contacts and work locations, with tariff and customer-specific rates for labor, vans, and equipment
- Unlimited user-defined Company Locations, Business Units, and Project Segments support highly-customized relocation management and reporting
- Business Unit classifications allow users to define work flows for commercial, library, rigging, or other types of moving specialties
- Unlimited Bills of Lading, Warehouse Tickets, Materials Requests and Subcontractor Orders per project
- Customer-, project-, and work order-level document management system to collect contracts, specifications, and other key documentation
- Bill of Lading work orders with multiple work locations, unlimited labor and van assignments, and material and equipment requirements
- Warehouse tickets for labor scheduling and billing
- Materials Requests for managing supply/equipment deliveries onsite by third-party delivery services
- Subcontractor work orders track third-party services, like disposal and outside labor, through dispatch to billing and accounts payable
- Cloning features for fast data building
- Custom, branded customer work order documentation
- Dashboard view shows projects at a glance, including work status and billing to date
- Customizable calendar that shows weekly or monthly work for one business unit, location or across the entire company at a glance.
CMS DISPATCH MANAGEMENT FEATURES
- Real-time large-screen scheduling dashboard for dispatching employees, subcontractors, and vans and managing warehouse tasks and equipment requirements
- Daily requirements clearly defined at work order, location, business unit levels
- Easy one-click crew and van assignments expedite dispatch processing
- Supports union and extras work rules if applicable
- Internal and customer-facing instructions and comments
- Employee assignment calendar manages employee notifications for the week
- Employees receive text notifications for work locations
- Generates Bills of Lading, Warehouse Tickets, Material Requirement Forms and Subcontractor Purchase Order documentation for printing or electronic distribution
- Material/Equipment Requirements and Labor Requirements calendars for look-ahead planning
- Completed work data flows directly into billing and payroll modules eliminating duplicate entries
CMS ONSITE MANAGEMENT FEATURES
- Tablet-based Project Lead tool for capturing jobsite data
- Access to all necessary project, client, and work-order related documents, photos, and forms
- Upload photos and documents
- Capture material usage and equipment tracking
- Track onsite and payroll labor and van hours
- Capture client approval signature
- Email completed documents to client and sales reps
- Payroll updated in real time
- Eliminates duplicate entries for payroll and billing processing
CMS MOBILEQUOTE FEATURES
- Tablet-based, touch-driven cube sheet for walk-throughs
- User-defined content categories, contents, materials and equipment
- Unlimited cube sheet definitions by business unit and market segment
- Photo capture and document upload
- Automatically calculated load counts, and move and transportation requirements
- Add unlimited user-defined in-house or subcontractor services
- Calculated quote pricing editable by quote, service group, or hourly/per item rates
- User-defined quote contents
- Customized quote documents and supporting content
- Onsite signature capture and PDF generation
- Fully integrated with CMS Enterprise, convertible to projects, BOLs, and Subcontractor orders
- Real-time quote-to-actual tracking down to service group detail
CMS PROJECT MANAGEMENT FEATURES
- Unlimited customer contacts and work locations, with tariff and customer-specific rates for labor, vans, and equipment
- Unlimited user-defined Company Locations, Business Units, and Project Segments support highly-customized relocation management and reporting
- Business Unit classifications allow users to define work flows for commercial, library, rigging, or other types of moving specialties
- Unlimited Bills of Lading, Warehouse Tickets, Materials Requests and Subcontractor Orders per project
- Customer-, project-, and work order-level document management system to collect contracts, specifications, and other key documentation
- Bill of Lading work orders with multiple work locations, unlimited labor and van assignments, and material and equipment requirements
- Warehouse tickets for labor scheduling and billing
- Materials Requests for managing supply/equipment deliveries onsite by third-party delivery services
- Subcontractor work orders track third-party services, like disposal and outside labor, through dispatch to billing and accounts payable
- Cloning features for fast data building
- Custom, branded customer work order documentation
- Dashboard view shows projects at a glance, including work status and billing to date
- Customizable calendar that shows weekly or monthly work for one business unit, location or across the entire company at a glance.
CMS DISPATCH MANAGEMENT FEATURES
- Real-time large-screen scheduling dashboard for dispatching employees, subcontractors, and vans and managing warehouse tasks and equipment requirements
- Daily requirements clearly defined at work order, location, business unit levels
- Easy one-click crew and van assignments expedite dispatch processing
- Supports union and extras work rules if applicable
- Internal and customer-facing instructions and comments
- Employee assignment calendar manages employee notifications for the week
- Employees receive text notifications for work locations
- Generates Bills of Lading, Warehouse Tickets, Material Requirement Forms and Subcontractor Purchase Order documentation for printing or electronic distribution
- Material/Equipment Requirements and Labor Requirements calendars for look-ahead planning
- Completed work data flows directly into billing and payroll modules eliminating duplicate entries
CMS ONSITE MANAGEMENT FEATURES
- Tablet-based Project Lead tool for capturing jobsite data
- Access to all necessary project, client, and work-order related documents, photos, and forms
- Upload photos and documents
- Capture material usage and equipment tracking
- Track onsite and payroll labor and van hours
- Capture client approval signature
- Email completed documents to client and sales reps
- Payroll updated in real time
- Eliminates duplicate entries for payroll and billing processing
CMS PROJECT BILLING FEATURES
- Fully integrated billing with labor, equipment and materials usage as assigned by Dispatch
- Minimal-entry review and approval process for labor time, van usage, and materials and equipment usage
- Instantly bills at either tariff or customer-specific rates, and captures all corresponding costs for accurate profitability reporting
- Reconcile subcontractor invoices to project billing
- Progressive billing for ongoing jobs
- One-click switch between detail and summary formats
- User-defined administration fees
- Billing notes carried from project and work order records for consistent communication
- Custom user-defined general ledger mapping based on work types and product records
- Customizable, branded invoices
- Seamless export capability to third-party accounting applications
- PDF-formatted invoices for fax, email or hardcopy distribution
CMS LABOR & PAYROLL FEATURES
- Automatically generates payroll entries from completed dispatch labor assignments, incorporating ST/OT/DT rules
- Streamlined payroll review process reduces data entry errors and expedites payroll processing
- Track employee rates at individual or work type level (for union members)
- Union-compliant employee classifications and seniority rules if applicable
- Union-compliant work rules supported if applicable
- Unlimited employee roster
- Daily/Weekly Payroll Summary and Detail Reports
- One-click export of approved time records to third-party payroll systems
CMS STORAGE BILLING FEATURES
- Automatically generates payroll entries from completed dispatch labor assignments, incorporating ST/OT/DT rules
- Streamlined payroll review process reduces data entry errors and expedites payroll processing
- Track employee rates at individual or work type level (for union members)
- Union-compliant employee classifications and seniority rules if applicable
- Union-compliant work rules supported if applicable
- Unlimited employee roster
- Daily/Weekly Payroll Summary and Detail Reports
- One-click export of approved time records to third-party payroll systems
CMS MANAGEMENT REPORTING FEATURES
- Ad-hoc reporting for Work Orders, Projects, Project Invoices, Storage Invoices, and Payroll with user-defined classifications
- Real-time Work-In-Process and Job Cost reporting
- Top-view cross-organization visibility across all activity
- Customer and Project Profitability reporting
- Storage Revenue reporting
- Reports can be filtered by Business Unit, Location, Sales Rep, Customer, Project Segments, and other user-defined data
- Union Assessments, Pension and Welfare, and Work Class Analysis reporting if applicable
- Detailed Job Cost breakdowns by internal labor, outside labor, van costs, equipment/material costs, and other charges
CMS MobileQuote
CMS MOBILEQUOTE FEATURES
- Tablet-based, touch-driven cube sheet for walk-throughs
- User-defined content categories, contents, materials and equipment
- Unlimited cube sheet definitions by business unit and market segment
- Photo capture and document upload
- Automatically calculated load counts, and move and transportation requirements
- Add unlimited user-defined in-house or subcontractor services
- Calculated quote pricing editable by quote, service group, or hourly/per item rates
- User-defined quote contents
- Customized quote documents and supporting content
- Onsite signature capture and PDF generation
- Fully integrated with CMS Enterprise, convertible to projects, BOLs, and Subcontractor orders
- Real-time quote-to-actual tracking down to service group detail
Project Management
CMS PROJECT MANAGEMENT FEATURES
- Unlimited customer contacts and work locations, with tariff and customer-specific rates for labor, vans, and equipment
- Unlimited user-defined Company Locations, Business Units, and Project Segments support highly-customized relocation management and reporting
- Business Unit classifications allow users to define work flows for commercial, library, rigging, or other types of moving specialties
- Unlimited Bills of Lading, Warehouse Tickets, Materials Requests and Subcontractor Orders per project
- Customer-, project-, and work order-level document management system to collect contracts, specifications, and other key documentation
- Bill of Lading work orders with multiple work locations, unlimited labor and van assignments, and material and equipment requirements
- Warehouse tickets for labor scheduling and billing
- Materials Requests for managing supply/equipment deliveries onsite by third-party delivery services
- Subcontractor work orders track third-party services, like disposal and outside labor, through dispatch to billing and accounts payable
- Cloning features for fast data building
- Custom, branded customer work order documentation
- Dashboard view shows projects at a glance, including work status and billing to date
- Customizable calendar that shows weekly or monthly work for one business unit, location or across the entire company at a glance.
Dispatch Management
CMS DISPATCH MANAGEMENT FEATURES
- Real-time large-screen scheduling dashboard for dispatching employees, subcontractors, and vans and managing warehouse tasks and equipment requirements
- Daily requirements clearly defined at work order, location, business unit levels
- Easy one-click crew and van assignments expedite dispatch processing
- Supports union and extras work rules if applicable
- Internal and customer-facing instructions and comments
- Employee assignment calendar manages employee notifications for the week
- Employees receive text notifications for work locations
- Generates Bills of Lading, Warehouse Tickets, Material Requirement Forms and Subcontractor Purchase Order documentation for printing or electronic distribution
- Material/Equipment Requirements and Labor Requirements calendars for look-ahead planning
- Completed work data flows directly into billing and payroll modules eliminating duplicate entries
Onsite Management
CMS ONSITE MANAGEMENT
- Tablet-based Project Lead tool for capturing jobsite data
- Access to all necessary project, client, and work-order related documents, photos, and forms
- Upload photos and documents
- Capture material usage and equipment tracking
- Track onsite and payroll labor and van hours
- Capture client approval signature
- Email completed documents to client and sales reps
- Payroll updated in real time
- Eliminates duplicate entries for payroll and billing processing
Project Billing
CMS PROJECT BILLING FEATURES
- Fully integrated billing with labor, equipment and materials usage as assigned by Dispatch
- Minimal-entry review and approval process for labor time, van usage, and materials and equipment usage
- Instantly bills at either tariff or customer-specific rates, and captures all corresponding costs for accurate profitability reporting
- Reconcile subcontractor invoices to project billing
- Progressive billing for ongoing jobs
- One-click switch between detail and summary formats
- User-defined administration fees
- Billing notes carried from project and work order records for consistent communication
- Custom user-defined general ledger mapping based on work types and product records
- Customizable, branded invoices
- Seamless export capability to third-party accounting applications
- PDF-formatted invoices for fax, email or hardcopy distribution
Labor & Payroll
CMS LABOR & PAYROLL FEATURES
- Automatically generates payroll entries from completed dispatch labor assignments, incorporating ST/OT/DT rules
- Streamlined payroll review process reduces data entry errors and expedites payroll processing
- Track employee rates at individual or work type level (for union members)
- Union-compliant employee classifications and seniority rules if applicable
- Union-compliant work rules supported if applicable
- Unlimited employee roster
- Daily/Weekly Payroll Summary and Detail Reports
- One-click export of approved time records to third-party payroll systems
Storage Billing
CMS STORAGE BILLING FEATURES
- Automatically generates payroll entries from completed dispatch labor assignments, incorporating ST/OT/DT rules
- Streamlined payroll review process reduces data entry errors and expedites payroll processing
- Track employee rates at individual or work type level (for union members)
- Union-compliant employee classifications and seniority rules if applicable
- Union-compliant work rules supported if applicable
- Unlimited employee roster
- Daily/Weekly Payroll Summary and Detail Reports
- One-click export of approved time records to third-party payroll systems
Management Reporting
CMS MANAGEMENT REPORTING FEATURES
- Ad-hoc reporting for Work Orders, Projects, Project Invoices, Storage Invoices, and Payroll with user-defined classifications
- Real-time Work-In-Process and Job Cost reporting
- Top-view cross-organization visibility across all activity
- Customer and Project Profitability reporting
- Storage Revenue reporting
- Reports can be filtered by Business Unit, Location, Sales Rep, Customer, Project Segments, and other user-defined data
- Union Assessments, Pension and Welfare, and Work Class Analysis reporting if applicable
- Detailed Job Cost breakdowns by internal labor, outside labor, van costs, equipment/material costs, and other charges
CMS PROJECT BILLING FEATURES
- Fully integrated billing with labor, equipment and materials usage as assigned by Dispatch
- Minimal-entry review and approval process for labor time, van usage, and materials and equipment usage
- Instantly bills at either tariff or customer-specific rates, and captures all corresponding costs for accurate profitability reporting
- Reconcile subcontractor invoices to project billing
- Progressive billing for ongoing jobs
- One-click switch between detail and summary formats
- User-defined administration fees
- Billing notes carried from project and work order records for consistent communication
- Custom user-defined general ledger mapping based on work types and product records
- Customizable, branded invoices
- Seamless export capability to third-party accounting applications
- PDF-formatted invoices for fax, email or hardcopy distribution
CMS LABOR & PAYROLL FEATURES
- Automatically generates payroll entries from completed dispatch labor assignments, incorporating ST/OT/DT rules
- Streamlined payroll review process reduces data entry errors and expedites payroll processing
- Track employee rates at individual or work type level (for union members)
- Union-compliant employee classifications and seniority rules if applicable
- Union-compliant work rules supported if applicable
- Unlimited employee roster
- Daily/Weekly Payroll Summary and Detail Reports
- One-click export of approved time records to third-party payroll systems
CMS STORAGE BILLING FEATURES
- Flexible but powerful storage lot tracking by business unit, sales rep, and individual client contact allows for multiple billing points within a single account
- Multiple warehouses, unlimited customer lots
- In/out storage movement history
- Billing by units (square/cubic foot usage) or flat rate lot pricing
- Warehouse usage updated onsite for real time tracking
- Simple single process for generating all monthly storage invoices at once
- One-click email distribution of storage invoices
- Detailed storage revenue reporting
- Customizable, branded invoices
- Seamless export capability to third-party accounting applications
CMS MANAGEMENT REPORTING FEATURES
- Ad-hoc reporting for Work Orders, Projects, Project Invoices, Storage Invoices, and Payroll with user-defined classifications
- Real-time Work-In-Process and Job Cost reporting
- Top-view cross-organization visibility across all activity
- Customer and Project Profitability reporting
- Storage Revenue reporting
- Reports can be filtered by Business Unit, Location, Sales Rep, Customer, Project Segments, and other user-defined data
- Union Assessments, Pension and Welfare, and Work Class Analysis reporting if applicable
- Detailed Job Cost breakdowns by internal labor, outside labor, van costs, equipment/material costs, and other charges
In an historically “paper heavy” industry, Commercial Movers and Riggers are no strangers to bulky “job folders” filled with quotes, photos, plans, approvals, multi-copy work orders and change orders, invoices, and more. And with the costly, time-consuming creation of each of one of these comes the real possibility of data entry error. With CMS, data is captured once, and then carried through from quote, to work order creation, to dispatch, to customer acceptance, to billing, and to payroll.
CMS allows users to upload documents and photographs and other files at the customer, quote, project, and work order levels. Quote and onsite job management users can capture photos and upload paperwork directly from the tablet application. Signatures are stored electronically and documents can be emailed to any address. Invoices can be emailed to recipients, with all supporting job documents, work orders, etc., attached in a single PDF.
Centralized storage means that all job data and attachments are readily available to any authorized user, during and long after the job is completed.
![Commercial Move Software System-Wide Customization](https://www.commercialmovesoftware.com/wp-content/uploads/2020/12/Customizable-quotes-vertical.jpg")
After more than 20 years in the moving industry, Fox Wyndrum Associates, Inc. knows that no two commercial moving and industrial rigging operations are exactly the same. Rather than adapting their workflow to a fixed software process, CMS clients are able to adapt the software to their workflow.
CMS’ foundation is built on a dynamic, powerful base of user-defined data elements, including work types, van types, materials/equipment categories and details, move types, and more. The project and work order creation offers the flexibility for processing orders according to the clients’ particular needs, with multiple options for billing formats and reporting.
And sometimes, that’s not even enough! Each deployment of CMS is an individual implementation that can be fully customized to accommodate even the most complex work process or data integration. Our development specialists speak the commercial moving language and have successfully created highly-specialized functionality for many CMS clients.
Whether the out-of-the-box solution is more than enough for an operation, or limited or more customization is needed, CMS is the only application developed specifically for the office and commercial moving and rigging industry.
CMS is a secure, cloud-based software-as-a-service solution, both quickly deployed and customizable. Utilizing the Amazon AWS cloud server environment, each client’s instance of CMS is configured on a highly available and scalable virtual private server to meet their unique requirements. Each server is supported and maintained by Fox Wyndrum Associates staff who act as a single point of contact for all issues. The AWS servers are monitored 24x7x365 for optimal performance and include the latest in security protection and external cloud backup services. Preferred use of Secure VPN connections to each client’s network provides encrypted transfer of all data between CMS and the users as well as direct control of internal printers used for CMS document output.
CMS requires only an internet connection and web browser to use and is immediately available to authorized users in any location as authorized by each client.
The CMS application itself is quickly scalable with client-managed users and permissions and integration options:
- User access controlled by in-house administrators
- Module and reporting access levels controlled at the user level for flexibility
- System-maintained record audit tracking
- Readily integrated with third-party accounting systems for billing, accounts payable, payroll, and customer and employee data exchange
Paperless Processing
PAPERLESS PROCESSING
In an historically “paper heavy” industry, Commercial Movers are no strangers to bulky “job folders” filled with quotes, photos, plans, approvals, multi-copy work orders and change orders, invoices, and more. And with the costly, time-consuming creation of each of one of these comes the real possibility of data entry error. With CMS, data is captured once, and then carried through from quote, to work order creation, to dispatch, to customer acceptance, to billing, and to payroll.
CMS allows users to upload documents and photographs and other files at the customer, quote, project, and work order levels. Quote and onsite job management users can capture photos and upload paperwork directly from the tablet application. Signatures are stored electronically and documents can be emailed to any address. Invoices can be emailed to recipients, with all supporting job documents, work orders, etc., attached in a single PDF.
Centralized storage means that all job data and attachments are readily available to any authorized user, during and long after the job is completed.
System-wide Customization
SYSTEM-WIDE CUSTOMIZATION
After more than 20 years in the moving industry, Fox Wyndrum Associates, Inc. knows that no two commercial moving operations are exactly the same. Rather than adapting their workflow to a fixed software process, CMS clients are able to adapt the software to their workflow.
CMS’ foundation is built on a dynamic, powerful base of user-defined data elements, including work types, van types, materials/equipment categories and details, move types, and more. The project and work order creation offers the flexibility for processing orders according to the clients’ particular needs, with multiple options for billing formats and reporting.
And sometimes, that’s not even enough! Each deployment of CMS is an individual implementation that can be fully customized to accommodate even the most complex work process or data integration. Our development specialists speak the commercial moving language and have successfully created highly-specialized functionality for many CMS clients.
Whether the out-of-the-box solution is more than enough for an operation, or limited or more customization is needed, CMS is the only application developed specifically for the office and commercial moving industry.
Cloud-Based Scalability
CLOUD-BASED SCALABILITY
CMS is a secure, cloud-based software-as-a-service solution, both quickly deployed and customizable. Utilizing the Amazon AWS cloud server environment, each client’s instance of CMS is configured on a highly available and scalable virtual private server to meet their unique requirements. Each server is supported and maintained by Fox Wyndrum Associates staff who act as a single point of contact for all issues. The AWS servers are monitored 24x7x365 for optimal performance and include the latest in security protection and external cloud backup services. Preferred use of Secure VPN connections to each client’s network provides encrypted transfer of all data between CMS and the users as well as direct control of internal printers used for CMS document output.
CMS requires only an internet connection and web browser to use and is immediately available to authorized users in any location as authorized by each client.
The CMS application itself is quickly scalable with client-managed users and permissions and integration options:
- User access controlled by in-house administrators
- Module and reporting access levels controlled at the user level for flexibility
- System-maintained record audit tracking
- Readily integrated with third-party accounting systems for billing, accounts payable, payroll, and customer and employee data exchange
REQUEST A DEMO
If you'd like to have a no-obligation, online demo of Fox Wyndrum's Commercial Moving Software, contact us today!
Or call 877-4BIGMOVE (877-424-4668)
