Estimate intake
The details an estimator needs, gathered on the first call
Moving Agent AI is built to ask the questions that shape a moving estimate, in an order a caller can follow, and to record the answers in one summary your team can price from.
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Move date and flexibility
- Preferred move date
- How firm the date is
- Earliest and latest workable days
- Closing or lease-end dates that drive the timing
Why it matters: A caller who can shift two days may fit an open slot. A fixed closing date tells your team which jobs to call back first.
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Origin and destination
- Pickup address or neighborhood
- Delivery address or neighborhood
- Extra stops, such as a storage unit or a second home
- Type of home at each end
Why it matters: Distance and stops set drive time and whether the job is local or long-distance under your pricing rules.
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Access at each end
- Stairs and how many flights
- Elevator, and whether it must be reserved
- Long carry from the truck to the door
- Where a truck can park
- Building rules, such as move-in hours or an insurance certificate
Why it matters: Access changes crew size and hours more than almost anything else, and it is the detail callers forget to mention unless asked.
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Home size
- Bedrooms and main rooms
- Garage, basement, attic or shed
- How full the home is
- Whether anything is staying behind
Why it matters: Room count alone misleads. A full three-bedroom with a packed garage is a different job from a lightly furnished one.
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Large and specialty items
- Pianos
- Safes
- Gym equipment
- Large appliances
- Artwork, antiques and other fragile pieces
- Furniture that needs taking apart
Why it matters: These items can need extra crew, equipment or a specialist, and some movers don't take them at all. Knowing early avoids a surprise on moving day.
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Packing
- Full packing, partial packing or none
- Rooms or items to pack
- Packing supplies needed
- Unpacking at the new home
Why it matters: Packing can add a day of labor and a line of materials to the estimate.
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Storage
- Whether storage is needed
- Roughly how long
- Short gap between homes or longer term
Why it matters: Storage adds handling and a second delivery, and it depends on whether you offer it.
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Contact and consent
- Name
- Best phone number
- Email address
- Best time to reach them
- Permission to call or text about the estimate
Why it matters: Your team needs a way to follow up and a clear record that the caller agreed to it.
How the questions flow
Callers answer best when the questions follow their own picture of the move: when, where from, where to, what's going, and what help they want. Moving Agent AI starts there and fills gaps as the call goes. If a caller doesn't know an answer, such as whether the new building has an elevator, it notes the gap instead of guessing.
What it won't do on an estimate call
- Give a price you haven't approved for the phone.
- Promise a date or crew before your team confirms it.
- Skip the consent question before your team calls or texts back.
Interstate moves
For interstate household moves, federal rules require the mover to give the customer a written estimate based on a physical survey of the goods, unless the customer waives the survey in writing (49 CFR 375.401). A phone intake helps your team prepare for that survey. It does not replace it.