Movegistics Survey App – Faster, Smarter, and Offline-Ready

Seamlessly conduct on-site or virtual surveys with a simple, fast, and intuitive iPad app.

Quickly capture inventories, take item-level notes and photos, and sync effortlessly with the CRM—online or offline.

Movegistics Survey App on tablet showing onsite move survey details, inventory volume, room and access info, with CRM sync for online or offline use
Movegistics iPad survey app interface for moving companies showing multiple customer surveys, inventory details, and CRM sync next to a suburban home

The Ultimate Survey Tool for Moving & Storage Companies

Say goodbye to cumbersome cube sheets and slow, error-prone inventory collection. The Movegistics Survey App makes conducting surveys 3x faster with an easy-to-use interface that works both online and offline.
  • Use for On-Site & Virtual Surveys – Whether in-person or remote, the app streamlines inventory collection.
  • Fully iPad-Optimized – Designed for efficiency and ease of use on a large screen.
  • Works Offline—No Internet Required – Capture everything on-site and sync when back online. (Eliminates downtime and ensures continuous productivity in all environments.)
  • Seamless CRM Integration – Surveys instantly sync to Movegistics CRM, ensuring data consistency.

 No more delays, no more paper cube sheets.

Movegistics iPad survey interface showing room-by-room inventory selection with auto-suggested items, weight and volume calculations, and bulk actions for faster entry

Speed Up Inventory Capture with an Intuitive Interface on your iPad

Every second counts. The Movegistics Survey App is designed for speed & simplicity, so you can capture inventories with minimal effort.
  • Quick Inventory Entry – Add items with just a few taps. (Surveys completed 3x faster than paper-based methods.)
  • Auto-Suggested Items & Categories – Search and select items effortlessly. (Reduces manual entry errors by up to 70%.)
  • Smart Weight & Volume Calculations – Ensures accurate moving estimates. (More precise inventory capture leads to a 15% increase in profit margins.)
  • Bulk Actions for Faster Entry – Select multiple items at once to streamline surveys.
  • Link Packing Materials, Tools & Equipment – Seamlessly connect needed resources to items in the survey for a smooth handoff to operations.

Conduct faster, more accurate surveys with an intuitive and easy-to-learn workflow.

Movegistics Survey App showing item-level inventory photo and notes for a sofa, including room assignment, exclusion status, and sync to CRM for visual documentation

Capture Photos & Notes at the Item Level

A picture is worth a thousand words—especially for moving surveys. The Survey App lets you capture detailed notes and multiple high-resolution photos for inventory items, rooms, parking, and access to the property.
  • Take Photos Instantly – Attach images to each item for better accuracy. (Reduces claims by up to 50%.)
  • Add Item-Level Notes with Speech-to-Text – Quickly document special handling instructions, pre-existing damage, or specific customer requests. (More time spent engaging customers instead of manually typing.)
  • Seamlessly Sync to CRM – Photos and notes are automatically stored in the CRM for future reference. (Ensures full documentation for move planning and customer transparency.)

Reduce disputes and improve move accuracy with detailed visual documentation.

Movegistics survey syncing interface showing real-time CRM updates for onsite surveys with room count, volume, weight, packing status, and sync options

Seamless Syncing with Movegistics CRM

Keep your team aligned with real-time survey updates. The Survey App syncs effortlessly with Movegistics CRM, ensuring that sales reps, dispatchers, and operations teams are always working with the latest survey data.
  • Instant Sync When Online – Surveys automatically update in CRM as soon as you connect. (Eliminates double data entry and ensures 100% accuracy across teams.)
  • Offline-Ready – Work without WiFi and sync whenever you’re back online. (No interruptions, even in remote locations.)
  • Editable In-App Before Syncing – Make final adjustments before submitting the survey to CRM. (Prevents costly errors from unverified inventory capture.)
  • CRM Access to Survey PDFs & Embedded Estimates – Once synced, surveys can be downloaded as a professional PDF or embedded inside the estimate as needed. (Reduces admin work and makes the sales process more seamless.)

No lost data, no duplicate entries—just seamless, automatic updates.

Moving consultant greeting homeowners with a handshake during an onsite survey, highlighting trust-building with the Movegistics Survey App

Win Trust, Not Just Notes.

With the Movegistics Survey App, your reps spend less time on paperwork—and more time earning the customer’s confidence. Ditch the clipboard. Focus on the conversation.

Capture inventory with photos—online or offline—and sync instantly with the CRM.

Show up as the stress-free move expert from the very first handshake.