Moving Company — Move Estimate / Booking
Inbound moving inquiry. Captures origin, destination, home size, and special items before scheduling an estimate.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Ask about special items — pianos, safes, gun safes, hot tubs require special equipment and crew.
important“Do you have any large or special items — like a piano, safe, hot tub, or pool table?”
Field: Special items (piano, safe, hot tub, pool table)
Ask about stairs and elevator access at both locations — drives crew size and time estimate.
important“Are there any stairs at either location, or is there elevator access?”
Field: Stairs or elevator at either location
Get the desired move date — weekends and month-ends book fast.
important“When are you looking to move? Keep in mind weekends and month-ends fill up quickly.”
Field: Desired move date
Ask if they need packing services — full pack, partial pack, or self-pack.
important“Would you like us to handle the packing, or will you be packing yourselves?”
Field: Packing services needed
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Give a binding price over the phone without an in-home or video survey.
Guarantee a specific delivery date for long-distance moves.
Promise no damage during the move.
Provide a low-ball estimate to win the job — federal regulations require accurate estimates.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm callback number
- Schedule in home or video estimate
- Send confirmation
- Explain estimate types
Then creates a appointment encounter with:
- Caller name
- Callback number
- Moving from address
- Moving to address
- Desired move date
- Home size (studio / 1BR / 2BR / 3BR / 4BR+)
- Stairs or elevator at either location
- Packing services needed
- Special items (piano, safe, hot tub, pool table)
- Storage needed
- Date flexibility (flex dates are cheaper)
- Additional moving insurance interest
Ready to put this work type to work?
Start your free trial and this work type is active on your first call. Customize it any time, or let it run as-is.
Sign up for trial