Capture the job. Price it. Then run it.
Cerrax runs your quoting end to end — and the job it priced after that. Here's the whole journey, from a phone call to a closed job you can learn from.
Room by room, as the customer tells you.
Not a form asking for cubic metres. Add a room and tap what is in it, each thing with its count, and the volume comes from the items. Say it or paste a list and Cerrax proposes the items; you confirm every one.
Each thing keeps its own settings behind one ⚙ — dismantled, special handling, won't fit the lift, a value, a photo. Access is asked for each end, and every answer that moves the price says what it costs.
The job, the plan and the price — on a job of your own.
Try the engine itself in Ireland: give it a job you have already quoted and it shows what it understood, the crew and the hours it plans, and the price in euros, line by line — distances in kilometres, volume in cubic metres.
The vehicles it plans with here:
- SWB panel van
- LWB panel van (jumbo)
- 3.5t box van
- 7.5t box lorry
- 18t box lorry
Capture
Type the job like the customer said it. “3-bed house, piano, two flights of stairs” — the capture bar reads it, finds the items, and builds the job. You confirm; nothing is guessed behind your back.
Survey
Room by room, in any order. Each room's things with their counts, the stairs and the lift at each end, a photo where it helps — one page of cards, not a wizard. Everything you record has a consequence you can see.
Price
The price assembles from the job. Volume, distance, access — every line visible, every euro traceable to a fact of the job. If something needs your eye, it's flagged, not hidden. And if it isn't sure enough to price a job on its own, it says why and hands it to you — it never silently guesses.
Control
Your rates. Your margin. Your call. You set the numbers the engine prices with — figures you'd defend on an invoice. Any price can be overridden, and the override is kept, not swallowed.
Send
A quote page your customer can open — your firm's name on it, the price held firm, your own terms beside it, and a deposit paid on acceptance. They can add a note, a video of their home, or an extra you offer, on the same page; a branded PDF goes with it for anyone who wants paper.
Book
They said yes. Confirm it, put it in the diary, take a deposit if you want one. The diary feeds your Google, Apple or Outlook calendar. The job stops being a quote and becomes a date with a number attached.
Run
The day itself. Who is on it, which vans, how the hours were meant to go — assigned to named crew, on their phones: on my way, arrived, the load checked off room by room, damage photographed where it happened, the customer's signature at the end. If the job changed on the day, the crew says so, the office re-prices it, and the customer accepts the new price on the same page. It is the same job it priced, not a second record of it.
Get paid
Ask for the balance with a payment link, or let the customer pay from their quote page — by card, straight into your own Stripe account. Cerrax never holds your money.
Close
What actually happened, against what you quoted. The hours, the surprises, the money. A job you cannot close is a job you cannot learn from, which is why this step exists at all.
Ask
The job is done, so Cerrax asks. Every customer gets the same request three days after the move, with your Google review link — you can switch it off, but not pick who gets it, because reviews gathered only from the happy customers are ones nobody should trust. The reviews you choose to show go on your own quote page, where the next customer reads them.
Learn
The engine reads your closed jobs and, once there are enough of them, proposes a correction — which rate was off, and by how much. You approve it; the next quote is sharper. We call it calibration, and you keep it either way.
The things a job needs that a price doesn't.
Your customer's video
The customer films their home from their quote page, or from a “film your home” link you send. The video sits on the job while you price it. It shows you the job; the price still comes from the job you confirm.
Messages in your name
The quote, the booking confirmation, reminders, payment requests, a request for a video and the review ask go to your customer by email, in your firm's name. You choose which are sent. Cerrax never markets to your customers.
Enquiries from lead sites
Each firm gets its own inbound address. Paste it into a lead site's settings and every enquiry arrives in Cerrax as a draft job, ready to price.
A quotation with your terms on it
Your own terms, what would change the price, and extras the customer can add — a waiting-time waiver, say — which land on the bill when they do. They confirm they've read your terms when they accept.
Jobs that aren't A to B
Extra stops, priced on the real route. One end handed to another firm, their fee inside your price. Tolls on their own line, at cost. Storage alongside the move. A survey visit booked and sent to the customer before any of it.
Enquiries and a pipeline
Every enquiry from your website or a lead site lands in one list, showing how long it has waited, and can be priced the moment it arrives if you switch that on. Once the price is sent, the job moves along your pipeline — sent, viewed, following up, won, lost — with follow-up tasks on your calendar and a reason recorded for every job you lose.
Which lead sources pay
A report of which lead sources actually win you jobs — and, once you enter what each one costs you, what a won job from each one cost.
Your own accounts package
Connect your own Xero or Sage and won jobs go across as draft invoices in Xero, or as invoices in Sage, for your bookkeeper to check — or download them as a spreadsheet for your accountant. Your books stay in your accounts package; Cerrax does not do bookkeeping.
Reminders for your vans
Enter each van's roadworthiness test, service, insurance and tax dates, and Cerrax reminds you before each one is due — by email and on your dashboard. They are your own reminders: Cerrax does not check that a van is roadworthy, insured or legal.
One record for each job
The enquiry, the quote, the booking, the day and the money are one page, in sections that open and close — one column on a phone; on a desk, the price and the money stay in view. It prints as a sheet.
A calendar and a day board
Booked jobs take up the days their plan needs, with pencilled dates kept apart. The day board shows who and what is out each day, and says when the day's jobs need more vans than you have — a heads-up, never a block.
The money on every job
Each booked job shows what is owed, paid, refunded and still to take. The Payments section lists every payment across the firm: received, due, overdue and deposits still awaited.
Damage and claims
The crew photograph damage where it happens, and a customer can report it from their own page. Each claim is handled as a case — what is claimed, the evidence, every step — and Cerrax never contacts an insurer for you.
WhatsApp to your customers
Connect your firm's own WhatsApp number and the messages about a job reach your customer there as well as by email, in your firm's name.
Partner offers on your customers' move pages, off any time.
The five questions every owner asks.
Does it replace my CRM?
It can. Enquiries from your website and lead sites arrive in one list; every price you send moves along a pipeline, with follow-ups and a reason for every job you lose; and a report shows which lead sources actually win you work. Each customer also has one record across all their jobs — found by email or phone, with their history, your notes and what they agreed to — and you can download your contacts, or only the people who agreed to marketing. It is the same record as the job it priced and ran — the diary, the crew, the messages sent in your name. What it does not do is bulk marketing or your bookkeeping: won jobs can go to your own Xero as draft invoices, or to your own Sage as invoices, instead.
What if the customer under-declares the volume?
The quote states exactly what it priced — items, volume, conditions. When reality differs, the difference is visible and chargeable, not absorbed.
What about the job it can't price?
It prices almost every job. When it isn't sure enough to price one on its own, it tells you why and hands it to you — it never silently guesses. Flags are for you to read, not walls to hit.
Whose data is it?
Yours. Your rates, jobs, and customers are never visible to another firm or to the people you quote.
What if I leave?
Month to month, no lock-in. Your quotes, your data, and the calibration work are yours to take with you. Leaving is never a penalty.
More of the same job: Quoting software · Enquiries, pipeline and contacts · Video surveys · The job record · Calendar and day board · The crew's day · Payments and money · Damage and claims · Storage
See it on your own jobs.
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Cerrax in Ireland
- Currency
- EUR
- Distance quoted in
- kilometres
A three-bed semi-detached on a Dublin estate going down the M8 to Cork: a box van with a tail-lift, two or three porters, and a terraced street at the far end where the van cannot stop at the door. Cerrax prices it from the house's volume, the motorway kilometres and that carry from the corner — the porters' hours and the van's trips each on a line of their own.