(650) 332-8623Free Moving Templates: Edit in PDF, Word, Excel, or GDocs (Bid, Invoice, Contract + More!)
Simplify your moving business paperwork with customizable moving templates — download free in PDF, Excel, and/or Google Sheets for easy customization!
Moving businesses have a lot to pack and unpack, so you don’t have hours to create moving templates from scratch–and you don’t need to.
Our ready-to-use moving business templates can effortlessly streamline your business’s paperwork. You can print and distribute multiple copies in one go, ensuring consistency in what your employees document during each client interaction.
Picture this: your moving crew has just completed a job, and the customer seems satisfied. But out of the blue, you get a call from the customer claiming hidden fees on the final bill. With the proper documentation, your business could avoid a costly dispute that drags your team down and damages your reputation.
A moving template–whether an invoice, proposal, or estimate–establishes transparency and clarity right from the start. A well-structured template breaks moving services down into smaller components, allowing the customer to see what’s included in the service and how much.
A clear, straightforward document goes a long way toward earning customers’ trust. In 2022, 64% of Americans who contracted professional movers ended up paying an average of $2,282 more than the initial estimate. With a moving estimate template, everything is laid down for both parties to review, reducing the risk of errors, surprise charges, and customer disputes over the final bill.
Moving businesses that have kept filled-out business templates since day one also have the baseline data to guide their future estimates. With a comprehensive record of every completed job, they’re better positioned to provide more reliable and accurate quotes than movers who use ad hoc job documentation.
Don’t let disorganization hold your business back. Download our free moving templates below to organize your documentation, protect your business, and save more time for what matters.
And if you’re looking for a more efficient way to manage jobs, our moving business management software can improve your process. Workyard’s GPS time tracking, scheduling, project monitoring, and job costing let you be on track with your business without all the tedious paperwork.
Templates by Type
- Moving Invoice Template
- Moving Proposal Template
- Moving Estimate Template
- Moving Quote Template
- Moving Contract Template
- Moving Bid Template
Moving Invoice Template
Keeping your billing clear and organized helps you avoid confusion and delays. Our free Moving Invoice Template provides a straightforward way to document labor, materials, and services, giving your clients a clear breakdown of costs. While it won’t eliminate every invoicing challenge, it does make the process smoother and more professional, helping you get paid faster.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Pre-built Fields: Enter services, descriptions, quantities, unit prices, and totals.
- No-Nonsense Layout: Simple design that’s easy to fill out and read.
- Works How You Want: Edit in Word, PDF, Excel, Google Sheets, or Google Docs.
- Payment Terms: Add due dates to keep your payments on track.
PDF
Word
Google Doc
Excel
Google Sheets
Moving Proposal Template
When bidding on a moving job, presenting a clear and organized proposal makes all the difference. Our free Moving Proposal Template helps you lay out your services, pricing, and timelines in a way that’s easy for clients to understand. It’s simple to customize in Word, PDF, Excel, Google Docs, or Google Sheets and gives your clients all the details they need to make a confident decision.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Scope of Work: Break down services into categories and list the labor and materials for each.
- Cost Breakdown: Itemized pricing for each service and material.
- Project Timeline: Set clear start and end dates for the move.
- Custom Branding: Add your company logo for a professional look.
Moving Estimate Template
Providing an accurate estimate upfront is key to setting the right expectations with your clients. Our free Moving Estimate Template makes it simple to lay out labor, materials, and costs, so your clients know exactly what to expect. Customize it in Word, PDF, Excel, Google Docs, or Google Sheets, and give clients a clear, professional estimate that helps build trust.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Customizable Line Items: Add services, descriptions, quantities, rates, and amounts.
- Clear Cost Breakdown: Show labor, materials, and fees for transparency.
- Company Logo and Info: Add your branding for a professional look.
- Terms and Conditions: Include important policies or job-specific notes.
Moving Quote Template
Sending a professional, easy-to-understand quote is key to keeping your moving jobs on track. Our free Moving Quote Template helps you break down labor, materials, and costs, so your clients know exactly what they’re paying for. It’s quick to customize in Word, PDF, Excel, Google Docs, or Google Sheets, helping you present clear, professional quotes that get approvals faster and keep things moving.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Pre-built Line Items: Enter services, descriptions, quantities, rates, and amounts.
- Customizable Layout: Adjust sections to fit your moving jobs.
- Company Logo and Info: Add your logo and business contact details.
- Validity Period: Set how long the quote is valid.
Moving Contract Template
Having a clear contract in place is key to keeping your moving jobs on track and avoiding any misunderstandings. Our free Moving Contract Template spells out the scope of work, payment terms, and responsibilities, so everything is agreed upon upfront. It’s easy to customize in Word, PDF, Google Docs, or Google Sheets, giving you the peace of mind that both you and your clients are on the same page.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Detailed Scope of Work: Outline job descriptions, tasks, and responsibilities.
- Payment Terms: Set clear expectations for payments and deadlines.
- Terms and Conditions: Include legally binding clauses to protect your business.
- Signatures: Ensure both you and your client sign off on the agreement.
Click to download template
Moving Bid Template
Submitting a clear and organized bid can make all the difference when you’re trying to land moving jobs, especially the bigger contracts. Our free Moving Bid Template helps you lay out the details—like costs, services, and timelines—in a way that’s easy for clients to understand. It’s simple to customize in Word, PDF, Excel, Google Docs, or Google Sheets, and it gives you a professional edge, helping you secure more jobs with confidence.
How to Get These Templates:
-
PDF
- Click the link
- Click the Download icon in the upper right
-
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
-
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy
How to Use These Templates:
- Comprehensive Job Breakdown: Enter labor, materials, permits, and fees easily.
- Customizable for Any Project: Adjust for both residential and commercial moving jobs.
- Detailed Cost Estimates: A clear breakdown of costs builds client trust.
- Project Scope and Timeline: Outline what’s included and expected timelines.
Looking for an easier way to manage and document moving jobs? Try Workyard!
See how it works
What Are Moving Templates?
Moving templates are pre-designed, customizable documents that help moving businesses organize and standardize their paperwork.
Here’s a quick rundown of the different moving templates that businesses commonly use:
- Moving Invoice Template – ensures accurate billing by detailing all moving services, labor hours, and other costs.
- Moving Proposal Template – breaks down services, timelines, and pricing, helping you present professional proposals that attract potential clients’ attention.
- Moving Estimate Template – helps movers provide clients with an upfront breakdown of potential costs, ensuring clarity and avoiding pricing surprises down the road.
- Moving Quote Template – offers a detailed and easy-to-read format for pricing-specific moving services, allowing clients to approve costs before work begins.
- Moving Contract Template – outlines all terms and conditions of the move, from payment schedules to responsibilities, ensuring both parties are fully protected.
- Moving Bid Template – designed for larger projects, it allows moving businesses to present detailed bids, including scope and costs, to win competitive contracts.
Good Examples of Moving Template Use
Using the right templates can significantly improve the efficiency and professionalism of your moving business.
Below are some common scenarios where each moving template can help streamline your workflow, save time, and improve accuracy.
1. Moving Invoice Template: Simplify Billing and Get Paid Faster
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Invoicing Multiple Jobs in a Single Day: When your moving team handles several jobs in one day, it’s easy to lose track of details. The Moving Invoice Template lets your team quickly document labor hours, transportation fees, and extra services, ensuring that nothing gets overlooked and invoices are sent promptly.
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Managing Billing at the End of a Big Move: Large moves can involve numerous services and added costs. The Moving Invoice Template helps you itemize every part of the job, making it clear to clients and reducing the chance of disputes over final costs.
2. Moving Proposal Template: Win Clients with Professional Proposals
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Securing Long-Distance Moving Contracts: When pitching for a long-distance move, you must present a well-organized proposal covering services, timelines, and pricing. The Moving Proposal Template allows you to create professional, detailed proposals that clearly outline everything for the client, giving you an edge over competitors.
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Offering Additional Services: For clients considering add-ons like packing or storage, the Moving Proposal Template helps you neatly outline the options and their costs, making it easier for clients to understand their choices and move forward with your services.
3. Moving Estimate Template: Set Clear Expectations for Clients
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Providing Early Cost Estimates for Local Moves: Before a local move, clients often want to know how much they can expect to pay. The Moving Estimate Template lets you list potential costs like labor, transport, and materials upfront, ensuring transparency and building trust with your clients.
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Giving Clients a Breakdown of Costs: For larger or more complicated moves, clients may have questions about where their money is going. The Moving Estimate Template provides a simple way to break down costs, helping clients understand exactly what they’re paying for.
4. Moving Quote Template: Provide Clients with Quick and Accurate Quotes
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Delivering Immediate Quotes for Time-Sensitive Jobs: Some clients need an instant price before committing to a job. With the Moving Quote Template, you can quickly input your rates and send a professional quote, giving clients a fast response while ensuring your prices are presented.
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Avoiding Misunderstandings in Pricing: Pricing can get complicated when moving jobs involving different services or added costs. The Moving Quote Template makes it easy to outline all pricing details, reducing the chance of confusion or disputes over the final bill.
5. Moving Contract Template: Set Clear Terms and Protect Your Business
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Finalizing Terms for High-Value Moves: For high-value moves, such as handling expensive items or large corporate moves, a solid contract is key to protecting your business and clients. The Moving Contract Template ensures that everything–from payment terms to liability–is spelled out, leaving no room for misunderstandings.
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Documenting Responsibilities in Shared Moves: Responsibilities can get blurry when multiple parties are involved, such as in shared moves. The Moving Contract Template lets you clarify who’s responsible for what, ensuring everyone is on the same page.
6. Moving Bid Template: Win Competitive Bids with Professional Documents
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Bidding on Large Commercial Jobs: Presenting a clear, competitive bid is essential when trying to land a large commercial moving job. The Moving Bid Template provides a professional format for detailing costs, timelines, and services, helping you stand out among competitors.
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Securing Government Contracts: Government jobs often require detailed, formal bids. The Moving Bid Template ensures you meet the requirements by providing a polished, organized bid that covers all the bases.
A Step-By-Step Guide to Using Moving Templates
Whether you’re handling residential or commercial moves, our free moving templates will help your team stay organized and efficient throughout each stage.
Follow this step-by-step guide to integrate these templates into your daily workflow and improve documentation accuracy.
Step 1: Select the Right Template for the Job
Use Case Examples:
- Moving Invoice Template: Ideal for documenting completed moves, including labor hours, services provided, and any extra costs like packing materials.
- Moving Proposal Template: Perfect for presenting your services, timelines, and costs to potential clients, especially for larger or long-distance moves.
- Moving Estimate Template: Use this to give clients a breakdown of all anticipated costs, covering labor, materials, and transport fees.
- Moving Quote Template: Provide specific pricing for moving services, ensuring clients know exactly what they’ll pay before the job begins.
- Moving Contract Template: Essential for securing agreements on larger moves, especially those involving high-value items or complex logistics.
- Moving Bid Template: Best suited for commercial or competitive bids, offering a detailed breakdown of services and costs to help secure large contracts.
Action: Choose the right template for the job at hand, ensuring your team has easy access to the correct one.
Step 2: Customize the Template for Your Business
Use Case Examples:
- Invoice Template: Add your company logo, client information, and other general details.
- Proposal Template: Customize service categories, timelines, and pricing, leaving space for your team to adjust based on client needs.
- Estimate Template: Add your company logo and business details, leaving job-specific costs blank until you have direct contact with the client.
- Quote Template: Customize with your logo and basic business details, leaving pricing and project specifics for the team to fill out on-site.
- Contract Template: Personalize with your business details and ensure sections for timelines, payment schedules, and job responsibilities are clearly defined.
- Bid Template: Add your logo and basic business details, leaving a detailed breakdown of services, costs, and timelines for your team to complete based on the job.
Action: Focus on adding your company’s basic details to each template (like your logo), leaving job-specific sections for your team to fill out during direct client interaction.
Step 3: Train Movers on How to Use the Templates
Use Case Examples:
- Invoice Template: Show your team how to quickly fill in invoices on-site, listing services provided, labor, and any extra costs, like packing materials.
- Proposal Template: Train your team to use the Proposal Template when presenting service options, timelines, and costs to potential clients.
- Estimate Template: Teach movers to fill out estimates during consultations, providing clients with a detailed breakdown of expected costs.
- Quote Template: Ensure your team knows how to use the Quote Template to provide clear, upfront pricing for moving services.
- Contract Template: Guide your team in reviewing contracts with clients on-site, ensuring that both parties are clear on terms and responsibilities.
- Bid Template: Walk your team through completing bids, helping them finalize project specs, costs, and timelines for large jobs.
Action: Provide your employees with training or simple guides on how to efficiently use each template in the field.
Step 4: Implement Templates in Your Daily Operations
Use Case Examples:
- Invoice Template: Encourage movers to complete invoices on-site once the move is finished, documenting all services and costs before leaving.
- Proposal Template: Have your team present proposals early in discussions to give clients a clear understanding of services, costs, and timelines.
- Estimate Template: Let your team fill out the Estimate Template on-site, giving clients a clear breakdown of anticipated costs for the move.
- Quote Template: Ensure your team provides quotes to clients before starting the job, confirming service prices and reducing the risk of disputes.
- Contract Template: Make sure larger jobs are formalized on-site by reviewing the Contract Template with clients and finalizing the agreement.
- Bid Template: Instruct your team to submit bids during initial discussions, outlining services and costs in detail to secure contracts.
Action: Integrate templates into your team’s daily workflow, ensuring that paperwork is completed accurately.
Step 5: Share Templates with the Office and Clients
Use Case Examples:
- Invoice Template: After completing a move, employees can send the invoice directly to the office for processing.
- Proposal Template: Send completed proposals to clients to provide them with a clear overview of services, pricing, and timelines.
- Estimate Template: Share the estimate with clients right after filling it out.
- Quote Template: Forward the completed quote to clients before starting the move.
- Contract Template: After finalizing contracts, movers can upload them to the office system to ensure agreements are properly documented.
- Bid Template: Completed bids can be shared with the office or sent to clients to prevent delays in project approvals.
Action: Set up a streamlined process for sharing completed templates with the office and clients, ensuring smooth communication and documentation.
Step 6: Review and Analyze Completed Templates
Use Case Examples:
- Invoice Template: Review completed invoices to ensure all services and costs are accurately recorded and payments match the work done.
- Proposal Template: Analyze which proposals resulted in successful deals, helping refine your approach for future jobs.
- Estimate Template: Evaluate estimates to ensure they align with final costs, helping improve pricing accuracy on future jobs.
- Quote Template: Review quotes to identify patterns in pricing and client approvals, refining your quoting process.
- Contract Template: Check finalized contracts to ensure all terms, timelines, and payments are well-documented and clear.
- Bid Template: Track successful bids to improve your bidding strategy, helping you win more large-scale contracts.
Action: Regularly review completed templates to ensure accuracy and gather insights that will help improve processes and client satisfaction.
Your Next Steps With Moving Templates
While moving templates can help your business operate more smoothly, they have limitations. As your business grows and your workload increases, relying on templates alone could bog down your team with more paperwork, taking time away from what truly matters—delivering quality moving services.
Run Your Moving Business More Smoothly With Workyard
Workyard provides a robust solution to help streamline your moving business beyond what templates can achieve. Automating and simplifying essential business processes eliminates the burden of excessive paperwork.
With Workyard, you can:
- Track GPS Locations in Real Time: Monitor your crews’ movements to ensure they stay on route and arrive on time.
- Simplify Scheduling and Dispatching: Manage your team’s schedules effortlessly, making assigning jobs and monitoring progress easy without juggling paperwork.
- Accurate Job and Time Tracking: Track real-time labor hours and job progress to improve efficiency and make smarter business decisions.
- Gain Accurate Job Costing: Get real-time insights into labor costs and job profitability to know precisely where your money goes.
- Get Integrated Invoicing with QuickBooks: Workyard’s integration with QuickBooks automates your invoicing, making it simple to generate accurate bills and get paid faster.
Combining your existing templates with these features gives your business more flexibility and control to scale operations without sacrificing organization or efficiency.
Whether you aim to improve job scheduling, track teams in the field, or streamline billing, Workyard helps you take complete control of your business.
Ready to take the next step? Click here to learn more about Workyard’s powerful features, or sign up for a 14-day free trial and see how it can transform your moving business today!
Looking for an easier way to manage and document moving jobs? Try Workyard!
See how it works