On-Site Estimator

Step-by-step guide to creating a new opportunity in MoveRight — customer details, move locations, inventory, and the estimate, with every field explained.

Schedule an on-site visit for a customer's home, assign the estimator, and set up the pre-visit communication sequence — all within the MoveRight opportunity.

Build a professional, itemized moving estimate in MoveRight — including the AI Pricing Engine for Business plan users — and send it to the customer for review.

From pulling into the driveway to sending the quote — how to run a professional in-home estimate that wins the job.

A cheat sheet for estimating every room in the house — common items, box counts, specialty triggers, and what customers always forget.

Know when to add surcharges and extra services — pianos, stairs, long carry, packing, appliance disconnect, and more.

When to use each pricing model, how to configure rate cards in MoveRight, and how to price long-distance moves by weight and tariff.

Once a customer accepts their moving quote, they can e-sign it directly in MoveRight. Here's how the signing flow works from both the customer and operator side.

When the job changes mid-move — extra time, added items, customer requests — document it, get approval, and update the estimate.