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Moving house

Paddington Family Move · Moving house · Portland, OR

Halima Paddington is organizing a family move across state and uses this to take every new helper from the first offer or quote through to a booked first task.

Personal and familyIntakeForms3 tables · 5 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
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Helper board

Helpers
New offer5
Peregrine Crowhurst-EzeNeighborNeighbor
Ambrose Yarborough-TavaresFriendFriend of a friend
Linus AberdareRelativeFamily
Wynne Whitaker-NakamuraHired moverMoving company quote
Wilhelmina Aldersgate-FonsecaCleanerOnline listing
Replied4
Mairead AberdareHired moverOnline listing
Jovana Hepworth-PrasadFriendChurch group
Vaughan Moorcroft-IbarraStorage unitOnline listing
Peregrine InglebyNeighborNeighbor
Confirmed4
Tiernan HollowayHired moverMoving company quote
Ulrika EmbletonCleanerFriend of a friend
Kerensa Kettlewell-HosseiniStorage unitOnline listing
Jessamy Moorcroft-MensahFriendChurch group
First task booked6
Hadrian Yarborough-SandovalHired moverMoving company quote
Cordelia Eastlake-ZielinskiFriendChurch group
Fenella FenwickRelativeFamily
Desmond OrmsbyCleanerFriend of a friend
Hadrian FenwickNeighborNeighbor
1 more
Declined3
Osric KilbrideHired moverOnline listing
Lazlo Appleyard-MoreauFriendFriend of a friend
Ulysses NetherbyCleanerOnline listing

Tables

Helpers

22 sample rows · 14 columns

Everyone who has offered help, quoted a price or been asked, from the first contact to a booked first task.

HelperKindHow they came to usPhoneEmailQuoteStage
Linus AberdareRelativeFamily(503) 555-0112linus.aberdare@paddingtonmovemail.net—New offer
Peregrine Crowhurst-EzeNeighborNeighbor(503) 555-0110peregrine.crowhursteze@paddingtonmovemail.net—New offer
Ambrose Yarborough-TavaresFriendFriend of a friend(503) 555-0111ambrose.yarboroughtavares@paddingtonmovemail.net—New offer
Wynne Whitaker-NakamuraHired moverMoving company quote(503) 555-0113wynne.whitakernakamura@paddingtonmovemail.net—New offer
Wilhelmina Aldersgate-FonsecaCleanerOnline listing(503) 555-0114wilhelmina.aldersgatefonseca@paddingtonmovemail.net—New offer
Peregrine InglebyNeighborNeighbor(503) 555-0118peregrine.ingleby@paddingtonmovemail.net—Replied
Jovana Hepworth-PrasadFriendChurch group(503) 555-0116jovana.hepworthprasad@paddingtonmovemail.net—Replied
Mairead AberdareHired moverOnline listing(503) 555-0115mairead.aberdare@paddingtonmovemail.net$620Replied
Vaughan Moorcroft-IbarraStorage unitOnline listing(503) 555-0117vaughan.moorcroftibarra@paddingtonmovemail.net$390Replied
Ulysses NetherbyCleanerOnline listing(503) 555-0131ulysses.netherby@paddingtonmovemail.net—Declined
Jessamy Moorcroft-MensahFriendChurch group(503) 555-0122jessamy.moorcroftmensah@paddingtonmovemail.net—Confirmed
Ulrika EmbletonCleanerFriend of a friend(503) 555-0120ulrika.embleton@paddingtonmovemail.net$240Confirmed

10 more rows

Tasks

24 sample rows · 8 columns

Every job in the move: who does it, in which room, when and for how many hours.

TaskHelperRoomKindWhenHoursCost
Walk the house and give an estimateHadrian Yarborough-Sandoval—PaperworkSep 26, 5:00 PM2—
Trial clean of the oven and fridgeDesmond OrmsbyKitchenCleaningSep 27, 6:00 PM1$45
Measure the storage unitLazlo Carrowmore-Chaudhry—PaperworkSep 28, 9:00 PM1—
Pack the spare roomCordelia Eastlake-ZielinskiKids' roomsPackingSep 29, 5:00 PM3—
Haul the old mattress to the dumpFenella FenwickBasementLoadingSep 30, 10:00 PM2—
Pick up packing paper and tapeHadrian Fenwick—PaperworkOct 2, 12:00 AM1—
Pack the pantryCordelia Eastlake-ZielinskiKitchenPackingOct 2, 5:00 PM3—
Sell the garage freezerFenella FenwickGarageLoadingOct 3, 11:00 PM2—
Pack the kitchen cabinetsCordelia Eastlake-ZielinskiKitchenPackingOct 14, 5:00 PM4—
Rent a second truck for the garageHadrian Yarborough-SandovalGarageDrivingOct 15, 4:00 PM6—
Pack the living room shelvesCordelia Eastlake-ZielinskiLiving roomPackingOct 17, 5:00 PM3—
Pack the kids' roomsHadrian FenwickKids' roomsPackingOct 19, 9:00 PM3—

12 more rows

Rooms

7 sample rows · 5 columns

The rooms to clear, with a rough count of boxes in each.

RoomFloorBoxes expectedTasks
KitchenMain floor38Pack the kitchen cabinets, Move-out clean, kitchen, Trial clean of the oven and fridge, Pack the pantry
Living roomMain floor30Pack the living room shelves, Wrap the dining table and chairs, Move the piano
Primary bedroomUpstairs22Move-out clean, upstairs, Label the bedroom boxes
Kids' roomsUpstairs44Pack the kids' rooms, Pack the spare room
GarageGround52Load the truck, garage and basement, Sort and box the garage, Sell the garage freezer, Rent a second truck for the garage
BasementGround40Carry the basement boxes up, Haul the old mattress to the dump
Home officeMain floor26Pack the home office

Forms and booking

Offer to help

Form
Offer to helpA page to send to friends, neighbors and movers so they can say what they can do.
What is your name? *
Are you a friend, relative, mover or cleaner?Hired moverFriendRelativeCleanerStorage unitNeighbor
What number can Halima reach you on?
What email address works for you?
How did you hear about the move?NeighborChurch groupMoving company quoteFriend of a friendOnline listingFamily
If you charge, what is your price for the job?Leave blank if you are helping for free.
Send to Halima

Someone I called

Form
Someone I calledFor when Halima phones around and wants the person on the board straight away.
Who did you speak to? *
What kind of help are they?Hired moverFriendRelativeCleanerStorage unitNeighbor
What number did they give?
Did they quote a price?
Add to the board

Dashboards

The move at a glance

Tasks
Hours by kind of job
  • Loading20
  • Driving15
  • Packing29
  • Cleaning10
  • Paperwork5
Tasks by status
  • Booked14
  • Done8
  • Called off2
Tasks by room24

Also included

  • Helper boardStage rules
  • Confirmed helpers with no job yetDigest
  • First task bookedNotificationReminds Halima to send the address and parking notes once a helper has a first job.

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