Spotlight: Automated Workflows & To Do's

In the moving industry, no two days or assignments are ever the same. Sales teams and move coordinators often juggle multiple relocations simultaneously, each with its own requirements, stakeholders and timelines.

In that dynamic environment, it is easy for important tasks to slip through the cracks.

Yet success in both sales and operations depends on exactly the opposite. It requires speed, accuracy, completeness and a consistently customer-centric approach. Missing a follow-up, delaying a key step or overlooking a detail can directly impact customer satisfaction and ultimately your bottom line.

That is where Automated Workflows in Reedge make the difference.

Automated Workflows in Reedge are built around Assignment Types, allowing you to define structured, repeatable processes tailored to your business.

Each Assignment Type can have its own dedicated workflow, consisting of carefully designed to do’s and reminders.

Because in practice:

• An international door-to-door move requires a completely different approach than a domestic relocation
• A project move, such as an office relocation, involves different stakeholders and milestones than a VIP move

With Reedge, you can configure workflows per Assignment Type to reflect these differences, ensuring that every move follows the right process every time.

And of course, our specialists are there to support you in setting this up during onboarding, so your workflows align perfectly with your operations from day one.

Setting up Automated Workflows in Reedge is designed to be straightforward, while still giving you full control.

In the Admin Dashboard, you create to do’s and link them to Assignment Types. From there, the system takes care of the timing and logic.

Whenever an assignment is created, the relevant to do’s are automatically added, as long as the conditions you defined are met.

Those conditions can be as simple or as specific as you need them to be. A to do can be triggered by:

• Timing
  “Show this to do a set number of days after a specific event”
• Events
  “Show this to do when a quotation is accepted”
• Location
  “Only show this to do for moves to or from a specific location”
• Selected partners or clients
  “Trigger this to do when working with a specific agent or customer”
• Other to do’s
  “Show this to do once another task has been completed”
• Services within the move
  “Only show this to do when a specific service is included”

This means your workflows are not static checklists. They adapt to the reality of each assignment. Tasks appear exactly when they are relevant, helping your team stay focused and in control.

Workflows only work if people can work with them easily. That is why collaboration is built in.

When creating to do’s, you can define who should be responsible by default. For example, tasks can automatically be assigned to the Move Coordinator linked to the assignment.

At the same time, you keep full flexibility:

• You can add new to do’s at any moment during an assignment
• Tasks can be assigned to specific colleagues
• People who are assigned to do's receive reminders within Reedge and, if preferred, via email

And this is only the beginning. In future updates, you will be able to assign to do’s not just internally, but also to partner agents and even to your end customers.

With Automated Workflows powered by customizable to do’s, you create a way of working where things simply do not get missed.

• Tasks appear at the right moment
• Steps follow a logical sequence
• Processes stay aligned with the type of move you are handling

The result is a smoother operation, stronger collaboration and a more consistent customer experience.

Because when your workflow works, your team can focus on what really matters: delivering a great move, every single time.