Assignee file
Family members, contacts, documents, all service lines and financials in one record shared by every coordinator.
CORE MODULE · DESTINATION SERVICES
Destination Services
One assignee file for the family, and every service line — home search, schools, settling-in, utilities, registrations — run as a project with its own milestones, vendor costs and client-facing status. No trucks required.
Assignee & family file
Service lines as projects
Home search & viewings
HR-visible progress
Who runs this every day
If your team recognises itself here, this module is the right starting point.
Destination service providers delivering expat settling-in programmes
Relocation management companies coordinating consultants in several cities
Global mobility teams buying local on-the-ground support
Consultancies running home search, school search and orientation tours
Agents delivering DSP for international relocation networks
Coordinators replacing spreadsheets and shared inboxes per family
Sales, adapted to selling a destination programme
A DSP sale is not priced in cubic metres. It is scoped around a family, a package tier and the number of service days.
- 01
Scope the family
Assignee, partner, children and ages, arrival window, city, budget, housing preferences and which services the policy actually covers.
- 02
Choose the package
Build from service lines — home search, school search, orientation, settling-in, utilities, registrations, departure — with days or hours per line.
- 03
Price per service line
Each line carries its own fee, consultant time and third-party vendor costs, with markup, so the programme total holds a real margin.
- 04
Confirm with the client
HR or the private client receives a clear service proposal with what is included per line, exclusions, timelines and acceptance.
Operations: one file, many service lines
Consultants work from tasks and milestones; HR and the assignee see progress without asking anyone for an update.
Home search
Matched shortlists, route-planned viewings, offers, lease signing and condition reports tracked to completion.
School & settling-in
School options by grade and curriculum, registrations, utilities, internet, banking, local orientation and departure services.
Milestones & status
Each service line has its own stages, deadlines and progress, feeding the client and HR portals automatically.
Add-ons that extend this module
Switch them on only when your operation actually needs them.
DSP add-on
Real Estate
For providers who hold their own property portfolio and landlord relationships instead of relying only on third-party agents.
- Property portfolio with photos, rent, availability and terms
- Landlord and agency network with their own contact records
- Home-search matching against the assignee brief
- Shareable shortlists the client opens through a secure link
- Viewing itineraries, offers and lease signing in one flow
- Condition reports, rent ledger, commission and lease expiry alerts
DSP add-on
Furniture rental & temporary housing
Cover the gap between arrival and a furnished permanent home, billed on the same programme.
- Rental packages with monthly rates and terms
- Delivery, collection and swap requests linked to the file
- Temporary accommodation nights tracked against the budget
- Recurring charges invoiced through the same finance layer
Inside the module
The detail your coordinators, field teams and managers work with every day.
Assignee & family
- One file per assignee with dependants
- Documents shared once across service lines
- Arrival, lease and school dates in one timeline
- Notes and activity visible to every coordinator
- Language, preferences and policy limits recorded
Service lines
- Configurable lines per programme
- Stages, tasks and owners per line
- Consultant time and vendor costs per line
- Progress percentage per line
- Departure and repatriation services
Home search
- Brief with budget, area and must-haves
- Shortlists built from listings or your portfolio
- Viewing schedule with route order
- Offer and negotiation tracking
- Lease signing with condition report
Client & HR visibility
- Assignee portal with next steps
- HR portal across the whole assignee population
- Shareable shortlist and document links
- Status updates without a status call
- Exports for the client's own reporting
Vendors & costs
- Third-party agents, schools and providers as suppliers
- Purchase orders and vendor invoices per file
- Cost against the agreed programme fee
- Margin per service line
- Multi-currency vendor settlement
Quality & control
- Deadline and expiry alerts per service line
- Role-based access for consultants and managers
- Company separation for every client account
- Full change history on the file
- Feedback captured at programme close
What changes for your team
Outcomes, not features.
- A coordinator opens one file instead of chasing five email threads
- HR stops asking for updates because they can see them
- Every service line carries its own cost, fee and margin
- Home search moves from a shared drive to a tracked, shareable process
- Hand-overs between consultants stop losing context
- Programmes are invoiced on what was actually delivered
Explore the rest of the platform
Every module shares one customer file, one set of permissions and one finance layer.
Moving & Logistics
You are hereDestination Services
Immigration & ComplianceCorporate MobilityFinance & BillingMarketing & AI SEO