# MoveIt Delivery — Product Roadmap
**Purpose:** Convert the industry-gap research into an executable build plan.
**Updated:** 2026-09-09
**Owner:** MoveIt product/engineering

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## Vision
Become the default tech platform for **local bulky/complex deliveries in Toronto/GTA** — starting with a 24-foot tailgate box truck and expanding into helpers, reverse logistics, white-glove services, and merchant APIs.

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## Strategic Pillars

| Pillar | What it means |
|--------|---------------|
| **1. Instant, transparent quoting** | Any customer gets a binding or estimate price in < 60 seconds online, with itemized factors and no hidden fees. |
| **2. Live capacity booking** | Customers see open time brackets and book only what the fleet can actually serve. |
| **3. Guided access & labour** | The platform predicts access complexity and offers helpers, forklift, stairs, disassembly, debris removal, etc., upfront. |
| **4. Trust & proof** | Geo-tagged photos, recipient signature, condition notes, insurance options, and clear claims. |
| **5. Fleet & driver scale** | Marketplace model that attracts owner-operators with flexible shifts, instant pay, and performance incentives. |
| **6. B2B integrations** | API, webhooks, white-label portal, and subscription bundles for repeat shippers. |

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## Now (Current Sprint) — Fix & Stabilize

| # | Initiative | Why | Deliverable | Owner |
|---|------------|-----|-------------|-------|
| 1.1 | **Forms submit reliably** | The homepage machinery form had a JS syntax error that caused full-page refreshes. | All quote/booking forms have passing smoke tests; `quote.js` and `quote_form.js` are syntactically clean. | Eng |
| 1.2 | **Operator views show category details cleanly** | Customer/dispatch detail pages were inconsistent and used stale labels. | `customer_detail.ejs` and `dispatch_detail.ejs` render machines, forklift sides, access objects, arrays, and booleans consistently. | Eng |
| 1.3 | **Smoke tests reflect current pricing** | Smoke test still expected old "forklift on site = discount" behaviour. | `tests/smoke.js` asserts customer-forklift dock-to-dock adds $800/side. | Eng/QA |
| 1.4 | **Quote accuracy audit** | Ensure pallet, truck-day, machinery, home, apartment, and furniture quotes match intended pricing. | Spreadsheet of sample quotes vs. expected cost components. | Product |
| 1.5 | **Demo data & README** | Onboarding new users/operators to the system. | `npm run setup` seeds demo logins, sample jobs, and README instructions. | Eng/Docs |

**Definition of done for Now:** `npm test` passes, a user can add machines, get a quote, book, and an operator can read the booking details without confusion.

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## Next 30 Days — Conversion & Trust

| # | Initiative | Why | Deliverable | Owner |
|---|------------|-----|-------------|-------|
| 2.1 | **Guided machinery/complex-move intake** | Reduces dispatch back-and-forth and improves quote accuracy. | New quote form step that asks: photos, floor/elevator/dock, item dimensions, disassembly, stairs. Recommendations surfaced before quote. | Product/Eng |
| 2.2 | **Helper marketplace v1** | Labour is the main bottleneck and upsell; unlocks home/move/machinery jobs. | Customers can add 0–4 helpers at $65/hr; drivers can flag helper need; dispatch assigns helpers from roster. | Eng |
| 2.3 | **Insurance / declared-value upsell** | Builds trust and revenue on high-value machinery/furniture moves. | Checkout option for per-$1,000 coverage; stored on job; shown to driver/dispatch. | Eng |
| 2.4 | **Saved locations & route templates** | Repeat B2B shippers (kitchen shops, machine shops) book faster. | Customers can save pickup/delivery addresses; create named route templates. | Eng |
| 2.5 | **Quote sharing & PDF estimate** | Customers need to forward quotes to colleagues/clients. | "Email/Save PDF" button on quote result with branded breakdown. | Eng |
| 2.6 | **Review & rating loop** | Driver/helper quality is a retention lever. | Customer can rate driver/helper after delivery; scores feed driver marketplace priority. | Eng |

**Success metrics:** Quote-to-booking conversion rate, average helper attachment rate, NPS or CSAT baseline.

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## Next 60–90 Days — Scale & B2B

| # | Initiative | Why | Deliverable | Owner |
|---|------------|-----|-------------|-------|
| 3.1 | **Reverse logistics job type** | Retailers/manufacturers need scheduled returns of large items. | New category "return_pickup" with pickup-from-recipient and return-to-shipper flow; POD at both ends. | Eng |
| 3.2 | **Merchant API v1** | SMBs and e-commerce platforms want programmatic booking. | REST endpoints: create job, get quote, track, get POD; API key management; documentation page. | Eng |
| 3.3 | **Webhook notifications** | Merchants want real-time status in their systems. | Webhooks for `quoted`, `confirmed`, `picked_up`, `in_transit`, `delivered`, `cancelled`. | Eng |
| 3.4 | **Subscription / credit bundles** | Improves cash flow and utilization for repeat shippers. | "Local Delivery Pass": pre-buy 10/20/50 deliveries at discounted per-delivery rate; credits tracked in dashboard. | Product/Eng |
| 3.5 | **White-glove add-on pilot** | High-margin service for furniture/appliance/art. | Optional "inside placement + debris removal" in Toronto core with vetted helper crew; flat or hourly pricing. | Ops/Eng |
| 3.6 | **CO₂ estimator + green option** | Corporate shippers need Scope 3 data; good for PR/sales. | Per-job CO₂ estimate by distance/vehicle; optional carbon-offset fee; shown in breakdown and PDF. | Eng |

**Success metrics:** API customers, subscription MRR, white-glove attach rate, CO₂ opt-in rate.

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## Next 6 Months — Platform & Expansion

| # | Initiative | Why | Deliverable | Owner |
|---|------------|-----|-------------|-------|
| 4.1 | **Driver/carrier marketplace maturity** | Driver supply is the core constraint. | Performance scoring, incentive tiers, instant pay, shift preference learning, preferred-driver requests. | Eng/Ops |
| 4.2 | **Dynamic pricing / surge** | Balance utilization, driver pay, and customer demand. | Time-bracket surge multipliers based on capacity and demand; transparent to customer. | Eng/Data |
| 4.3 | **Crane/rigging partner network** | Own the high-value machinery vertical end-to-end. | Subcontractor vetting, insurance verification, job handoff, commission tracking. | Ops/Eng |
| 4.4 | **Regional expansion** | Prove model outside Toronto core. | Launch Hamilton, Kitchener-Waterloo, Barrie, Oshawa with partner depots or remote drivers. | Ops |
| 4.5 | **Affiliate / white-label portal** | Let retailers/contractors sell MoveIt under their brand. | Branded booking widget, referral fees, co-branded tracking page. | Eng |
| 4.6 | **Trade-show / event logistics package** | Recurring, time-critical, high-value moves. | Multi-stop event calendar, asset tagging, dedicated coordinator view. | Product/Ops |

**Success metrics:** Driver retention, gross margin by region, partner/subcontractor volume, event logistics bookings.

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## Next 12 Months — Ecosystem

| # | Initiative | Why | Deliverable | Owner |
|---|------------|-----|-------------|-------|
| 5.1 | **AI dispatch optimization** | Maximize fleet utilization and ETAs. | Real-time route optimization, dynamic re-assignment, predictive ETAs, traffic/weather integration. | Eng/Data |
| 5.2 | **Storage-in-transit / micro-depot** | Customers need pickup before delivery window is ready. | Partner yard/depot network for short-term hold and consolidation. | Ops |
| 5.3 | **Packaging / crating service** | High-margin add-on for machinery/art/fragile freight. | On-site crating or depot crating partner; integrated quote option. | Ops |
| 5.4 | **Cross-border connector** | Toronto is a major import/export hub. | Customs-bonded or cross-border handoff integration for US-bound freight. | Ops/Legal |
| 5.5 | **Larger vehicle classes** | Some loads outgrow a 24-ft box truck. | 5-ton flatbed, straight-truck, or small tractor-trailer options in quote form. | Ops/Eng |

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## Rationale / Sequencing

1. **Stabilize first.** A broken form or confused operator view kills conversion before any feature matters.
2. **Conversion next.** Guided intake, helpers, insurance, and saved locations directly increase quote-to-booking rate and average order value.
3. **B2B integrations.** Once the consumer flow is smooth, expose it as an API and subscriptions to lock in recurring revenue.
4. **Scale operations.** Only after unit economics are proven do we expand regionally and add heavy assets (crane, larger trucks, depots).

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## Metrics Dashboard (Track Weekly)

| Metric | Target (30d) | Target (90d) | Target (1y) |
|--------|--------------|--------------|-------------|
| Smoke test pass rate | 100% | 100% | 100% |
| Homepage quote completion rate | Baseline | +20% | +40% |
| Quote-to-booking conversion | Baseline | +15% | +30% |
| Average revenue per job | Baseline | +25% (helpers/insurance/white-glove) | +50% |
| On-time bracket performance | >90% | >93% | >95% |
| Driver/helper NPS | Baseline | >40 | >50 |
| Customer NPS | Baseline | >30 | >40 |
| API/subscription revenue | $0 | >10% of bookings | >25% of bookings |

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## Open Risks

| Risk | Mitigation |
|------|------------|
| Driver supply shortage | Marketplace incentives, instant pay, preferred-driver program, Top Fleet Employer practices. |
| Price undercut by gig/casual operators | Emphasize insurance, tracking, POD, permits, and reliability; target B2B. |
| Permit/regulatory friction | Offer permit-handling as a service; keep Toronto rules updated in ops playbook. |
| Demand seasonality | Build event/trade-show and retail peak packages; subscriptions smooth volume. |
| Damage claims | Photo condition capture at pickup, clear insurance tiers, driver quality scoring. |

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## Next Action

Pick the first **Next 30 Days** initiative to spec and build. Recommended starting point: **2.1 Guided machinery/complex-move intake** because it improves conversion *and* reduces dispatch cost across the highest-value category.