Sales Agent

Walk through a complete job in MoveRight from first phone call to final payment. This is the fastest way to understand how MoveRight works.

Walk through a typical day as a MoveRight sales agent — from morning callbacks to closing deals and building estimates.

Understand every way a lead can enter MoveRight — web forms, phone calls, ads, referrals, and manual entry — and how AI handles after-hours leads automatically.

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

MoveRight's AI contacts your leads automatically when you can't. Learn how to set it up, what it says, and when it hands off to you.

Learn to read, sort, and work your pipeline in MoveRight — from hot leads ready to close to stale leads that need a nudge.

Your most important 30 minutes — work through warm callbacks, prioritize who to call, and fill your day with closable deals.

Leads called within 5 minutes are 21x more likely to close. Here's why speed matters, how MoveRight helps, and what to do when you can't call fast enough.

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.

Run a professional estimate without leaving your desk — set up a video call, walk through the home remotely, and send an accurate quote.

Send a Yembo link, the customer walks their home with their phone, and AI builds the inventory. You review, price, and send — no video call needed.

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.

Collect and record deposit payments within MoveRight to secure a job booking — including partial deposits, payment methods, and how the deposit applies to the final invoice.

How much deposit to collect, when to collect it, and why it's the single most important step for reducing no-shows and protecting revenue.

The systematic follow-up sequence that turns unsigned estimates into signed jobs — timing, messaging, and when to let go.

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

How to handle cancelled and rescheduled moves in MoveRight — update the job, manage deposits, and keep your calendar clean.

After the move is complete, generate the final invoice in MoveRight, apply any deposits, and send it to the customer for digital signature and payment.

Record final invoice payments in MoveRight — whether paid through the platform or collected in person — and reconcile your revenue tracking accurately.

When a customer disputes a charge or can't pay in full — document, communicate, and resolve without voiding the invoice.

See every customer conversation — calls, texts, and emails — inside MoveRight. Read the feed, reply, check recordings, and @mention teammates.