Question 1

What is DriveSales?

Accepted Answer

DriveSales is a CRM and operations platform purpose-built for moving companies. It centralizes lead management, job scheduling, crew dispatch, estimates, invoicing, and customer communication in one place — so owners spend less time on admin and more time closing jobs. Unlike generic CRMs, every feature is designed around the real workflows of a moving operation.

Question 2

Who is DriveSales for?

Accepted Answer

DriveSales is built for residential and commercial moving companies of all sizes — from owner-operators running a single truck to regional fleets with dozens of crews. It's equally useful for local movers, long-distance carriers, and specialty moving services like piano or art transport. If you're losing leads to spreadsheets or missing follow-ups, DriveSales was made for you.

Question 3

How long does setup take?

Accepted Answer

Most companies are fully operational within one business day. The onboarding process includes importing your existing customer data, configuring your services and pricing, and a live walkthrough with the DriveSales team. There's no lengthy IT project — you can start booking jobs and tracking leads the same week you sign up.

Question 4

Do I need technical knowledge to use DriveSales?

Accepted Answer

No technical background is required. DriveSales is designed to be used by dispatchers, sales staff, and owners who aren't engineers. The interface is straightforward, and the DriveSales support team provides hands-on onboarding to get your entire staff comfortable. If you can use a smartphone, you can use DriveSales.

Question 5

Is there a free trial?

Accepted Answer

Yes — DriveSales offers a free trial so you can explore the platform before committing. Book a personalized demo and the team will walk you through the features most relevant to your operation, then set you up with trial access. There's no credit card required to get started.

Question 6

What features are included?

Accepted Answer

DriveSales includes lead management, automated follow-up sequences, online and in-home estimate tools, job scheduling, crew dispatch with GPS tracking, digital bill of lading, invoicing and payment collection, customer communication via email and SMS, and performance reporting. See the full breakdown on the features page.

Question 7

Does DriveSales have a mobile app for crews?

Accepted Answer

Yes. The DriveSales mobile app gives crew members access to their job details, address, inventory lists, and customer signatures directly from their phone. Crews can update job status in real time, reducing the need for back-and-forth calls with dispatch. The app works on both iOS and Android.

Question 8

Can I send automated emails and texts?

Accepted Answer

DriveSales includes a full email and SMS automation engine. You can set up sequences that automatically follow up with leads, send booking confirmations, delivery reminders, and post-move review requests — without manual effort. Sequences are customizable to match your brand voice and timing preferences.

Question 9

Does DriveSales handle estimates and quoting?

Accepted Answer

DriveSales includes both a binding estimate builder and a video survey tool for remote quoting. You can generate professional, itemized quotes that customers sign electronically, removing the need for separate estimating software. Learn more about moving estimates in DriveSales.

Question 10

Can I track my crews in real-time?

Accepted Answer

Yes. DriveSales provides real-time GPS tracking of your crews and vehicles directly from the dispatch board. You can see which jobs are in progress, monitor arrival times, and keep customers informed with accurate ETAs — all from a single screen. This eliminates the need for separate fleet tracking tools.

Question 11

Does DriveSales support virtual video surveys?

Accepted Answer

DriveSales includes built-in video survey capabilities that let your estimators conduct video walkthroughs remotely. Customers share their screen or video from any device — no app download required. This shortens your sales cycle and reduces the cost-per-estimate on competitive long-distance jobs.

Question 12

How much does DriveSales cost?

Accepted Answer

DriveSales pricing is based on the size and needs of your operation. Plans are straightforward with no hidden fees — what you see on the pricing page is what you pay. Book a demo and the team will walk you through which plan fits your volume and team size.

Question 13

Are there per-user or per-truck fees?

Accepted Answer

No per-user or per-truck charges. DriveSales plans are flat-rate based on your operation tier, which means you can add crew members and grow your fleet without your software bill increasing with every hire. This makes budgeting predictable as your company scales.

Question 14

Can I change my plan later?

Accepted Answer

Yes. You can upgrade or downgrade your DriveSales plan at any time as your business grows or your needs change. Upgrades take effect immediately, and the DriveSales team will help you migrate any settings or data affected by the change. There's no penalty for switching plans.

Question 15

Is there a contract or can I cancel anytime?

Accepted Answer

DriveSales offers both monthly and annual billing options. Monthly plans can be cancelled at any time without penalty — you're never locked in. Annual plans offer a discount and are billed upfront. There are no cancellation fees or surprise charges when you leave.

Question 16

Does DriveSales integrate with QuickBooks?

Accepted Answer

Yes. DriveSales connects directly with QuickBooks Online, syncing invoices, payments, and customer records automatically. This eliminates double-entry between your moving software and your accounting system. See the full list of supported tools on the integrations page.

Question 17

Can I import my existing customer data?

Accepted Answer

DriveSales supports bulk import of customer records, job history, and lead data via CSV. The onboarding team will help you format and migrate data from your current system — whether that's a spreadsheet, another CRM, or a legacy moving software. Your historical data is available from day one.

Question 18

Does DriveSales connect with Google Calendar?

Accepted Answer

Yes. DriveSales syncs job schedules and crew assignments with Google Calendar, so your team can view upcoming jobs in whichever calendar tool they already use. Changes made in DriveSales reflect instantly in synced calendars, keeping everyone aligned without manual updates.

Question 19

Is there an API for custom integrations?

Accepted Answer

DriveSales offers API access for companies that need custom integrations with proprietary systems, lead aggregators, or third-party tools. Contact the team to discuss your specific requirements. Pre-built integrations cover the most common tools — QuickBooks, Google Calendar, Stripe, and more — so most companies won't need custom API work.

Question 20

What kind of support is available?

Accepted Answer

DriveSales provides live support via chat and email during business hours, with priority response for customers on higher-tier plans. The support team consists of people who understand the moving industry — not generic help desk agents. There's also a growing knowledge base with step-by-step guides for common tasks.

Question 21

Is my data secure?

Accepted Answer

Yes. DriveSales stores all customer and business data on encrypted infrastructure with daily backups. The platform uses industry-standard TLS encryption for all data in transit and enforces role-based access controls so only authorized team members can view sensitive information. Your data is never sold to third parties.

Question 22

Do you offer onboarding help?

Accepted Answer

Every new DriveSales customer receives a dedicated onboarding session with a product specialist. This includes importing your existing data, configuring your services and pricing, setting up your automation sequences, and training your team on the core workflows. Most companies are fully up and running within one business day.

Question 23

What happens if I need to cancel?

Accepted Answer

If you cancel your DriveSales subscription, you retain access until the end of your current billing period. Before your account closes, you can export all your customer records, job history, and data in standard formats. DriveSales does not hold your data hostage — everything you put in, you can take out.

Frequently Asked Questions About DriveSales

Getting Started

Features & Capabilities

Pricing & Plans

Integrations & Data

Support & Security

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