Lead to Estimate Workflow
- 1Prospect fills out a quote request form
- 2AI receptionist calls or texts the lead within one minute
- 3Lead selects an open slot for a virtual walkthrough
- 4Calendar invite with a video link is sent to the estimator
Systems for Movers
Streamline Your Estimating, Dispatching, and Crew Management
Moving companies generate revenue by converting high intent inquiries into scheduled local or long distance hauls through accurate estimating. Money most often slips away during the gap between the initial inquiry and the onsite walkthrough, or when forgotten packing supplies lead to delays on moving day.
Home Services
- Instant Quote Booking
- Digital Bill of Lading
- Automated Packing Reminders
- Crew Dispatch Alerts
- Review Generation
Also for: Movers
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A prospect requests a quote for a residential or commercial relocation.
- 02
Inventory
The owner or estimator conducts a virtual or onsite walkthrough to determine cubic footage and weight.
- 03
Proposal
A binding or non binding estimate is sent along with terms for packing services and insurance valuation.
- 04
Dispatch
Crews are assigned to trucks and scheduled based on the complexity and volume of the job.
- 05
Loading
Movers wrap furniture, load the van, and finalize the bill of lading with the client.
- 06
Transit
The shipment is tracked from the origin to the destination or storage facility.
- 07
Unloading
Items are placed in the new location and the final payment is collected upon completion.
- 08
Retention
The client is asked for a review and kept in the loop for future storage or relocation needs.
Where it leaks
Common problems for moving companies.
01
Lead Ghosting
Prospects often contact multiple moving companies at once and book with whoever responds first. If you are busy managing a crew, you miss the window to secure the walkthrough before a competitor does.
02
Inventory Disputes
Vague descriptions of household goods lead to surprise items on moving day that do not fit in the truck. Without a documented digital inventory, these discrepancies cause friction during final billing.
03
Dispatch Confusion
Relying on whiteboards or texts for crew assignments leads to double bookings or missing equipment. Drivers need clear schedules and addresses sent to them without manual office intervention.
04
Claims Management
Fragile items can be damaged during transit, leading to time consuming claims processes. A lack of pre move photos makes it difficult to verify the condition of items before they were wrapped.
05
Payment Friction
Waiting for checks or dealing with manual card entry at the tail end of a long day delays cash flow. Modern clients expect to pay their remaining balance through secure digital portals.
What LATTICE can build
Systems built around how you work.
Instant Quote Booking
An automated system responds to website inquiries immediately to schedule an onsite or virtual estimate.
Digital Bill of Lading
Capture signatures and legal disclosures electronically to ensure compliance and record keeping.
Automated Packing Reminders
Send automated SMS sequences to clients two days before the move to ensure they are packed and ready for the crew.
Crew Dispatch Alerts
Automatically push job details, addresses, and special handling instructions to the movers' mobile devices.
Review Generation
Trigger a request for a public review the moment the final payment is processed at the destination.
Storage Reactivation
Identify clients with items in long term storage and send automated check ins for potential delivery or disposal.
Damage Photo Intake
A dedicated portal for clients to upload pre move and post move photos to mitigate insurance claims.
Example systems
What it looks like in practice.
Moving Day Preparation
- 1System sends a reminder to the client 48 hours prior
- 2Morning of move SMS confirms the crew is in transit
- 3Driver marks arrival in the portal to start the labor clock
- 4Client receives a link to view the digital inventory
Post Move Follow Up
- 1Final invoice is paid via a secure link
- 2System waits 24 hours for the client to settle in
- 3SMS asks for feedback on the crew and a star rating
- 4Positive responses are directed to your public business profile
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from moving companies
How does this handle different rates for local vs long distance moves?
The system allows you to build custom workflows based on the move type. Local moves can be automated for hourly billing, while long distance hauls can trigger workflows for weight based estimates and multi day transit updates.
Can we use this for commercial office relocations?
Yes. You can create specific intake forms for commercial clients that include requirements for certificates of insurance and after hours building access instructions.
What happens if a client needs to reschedule their move date?
Clients can use a self service portal to request a date change, which automatically checks your crew availability and updates the dispatch calendar once approved.
Will this help with hiring seasonal movers?
LATTICE can automate the intake of new crew applications and the delivery of training documents, ensuring every temporary worker understands your wrapping and loading standards.
How do we prevent losing leads on weekends?
The AI receptionist and automated chat handle inquiries 24 hours a day. They can gather inventory details and book appointments even when your office staff is off duty.