Service and location websites
Present the moving services and locations your business actually covers. Explain the estimate request process and gather relevant starting information so staff can decide what to ask next.
Project areas
Connect the inquiry, estimate and working job plan.
Development should help people complete a clear task. Review the current website and business tools before deciding which part needs to change.
Estimate preparation
Organize requested dates, inventory context and approved access questions for review. A form can collect information; your business decides how an estimate is assessed, priced and accepted.
Scheduling and crew information
Keep the current appointment, job instructions and changed arrangements attached to the right move. Make it clear when staff need to confirm a change before relying on it.
Documents and follow-up
Help authorized employees find job documents and track unanswered questions. A defined workflow can route a customer issue to the appropriate staff member without making decisions about liability or compensation.
Connections and reporting
Review supported options in your customer, estimating, mapping and messaging tools. Choose which system owns each record and how the office will see missing or repeated updates. Reports should answer a specific question such as which estimate requests still need review.
Choose the handoff that causes repeated effort.
Describe the task and current tools. A small improvement may be a useful first project.