Move details for the survey
Where from and where to, property sizes, floors, stairs and parking at both ends, large or fragile items and the date, so your surveyor arrives knowing the job.
A chatbot on your removal company's website that takes down the details of a move, books surveys and notes provisional dates. Prices come from your surveyors once they have seen what is moving.
Discuss your chatbot
How much will it cost, are you free on the 14th, can you pack for us, will the sofa fit up the stairs, can you store our things for a month and what happens if something breaks. Your phone rings while the crews are loading and your surveyor is in someone's loft. The chatbot answers from your services and terms, and books the survey your price depends on.
Price and dates come up first, and the honest answer to both starts with a survey. The last group always needs your office.
What it may say is written down before we build.
Where from and where to, property sizes, floors, stairs and parking at both ends, large or fragile items and the date, so your surveyor arrives knowing the job.
It offers in-home or video survey times from your calendar, if it can be shared, or passes the request to your office to confirm, then sends the video link or arrival window.
Whether a date looks free, where your diary shares it, and your rules for pencilling in a date while a sale or tenancy is still going through. Confirming the date stays with your office.
Packing services, boxes, dismantling furniture, storage and the items you do not move, such as paint or gas bottles, explained from your own service list.
When a sale falls through or completion moves, customers ask to change the date. It explains your rules on moving a booking and any charge, and passes the request to your office, marked urgent, with the old and new dates side by side.
How your storage works, such as containers in a warehouse, how often customers can get to their things and how storage is charged, from your own terms. It collects the start date, roughly how much needs storing and whether delivery out of storage is needed.
Businesses are asked about desks, IT equipment, the number of staff, out-of-hours access and lifts at both buildings. The enquiry goes to whoever plans commercial moves, because these are surveyed and run differently.
Sunday, 8.20pm. A couple selling a three-bedroom house want a price before they have a completion date, and they own an upright piano.
What your team gets. The surveyor has a video survey on Wednesday evening with a note: three-bedroom semi, upright piano to check, hoped-for date the 28th with contracts not yet exchanged, and a question about cover for the piano. The office knows not to confirm the date until completion is fixed.
It does not price a move nobody has surveyed, promise a date your diary has not confirmed or say whether an item will fit, and it leaves every damage claim to your claims contact. Those questions reach your office with the conversation attached.
Your surveyor sees the move details before the survey starts.
Your removals software or CRM receives survey requests and move details directly when its API allows. Otherwise the office inbox does. We test the connection before relying on it.
Survey reminders, a second message when a quote goes unanswered and a weekly list of provisional dates that need a call.
These cover the time between a survey and moving day, from your removals software or calendar where its API allows.
When a quote has had no reply after the days you set, the customer gets one message that names their moving date and says whether it is still open. A yes goes to the office to confirm, with the survey notes attached.
Each week, your office gets a list of pencilled-in moves with the expected completion or closing date, so someone calls before a date is given to another customer or two jobs land on one crew.
A few days before the move, the customer gets the arrival window, what to have packed, where the van will park, which items to set aside because you do not carry them and when to defrost the freezer.
Customers in storage get each invoice and a reminder before payment is due. Requests to visit or take items out go to the warehouse team with the date the customer wants.
A claim form gets a reply saying it arrived and what happens next, and your claims contact gets a task with the job and the photos. For US interstate moves, federal rules set deadlines for answering claims, so the date received is recorded.
Your surveyor's notebook and your terms and conditions are the starting point. Written down once, they cover every enquiry.
How you price: by volume, weight, hours or a fixed price per job, your minimums and what costs extra, such as packing, stairs or a long carry. This decides what the chatbot may say about price.
Whether you survey in the home, by video call or both, who does them and when. Calendar access lets the chatbot offer real times, where your software allows it.
Packing, dismantling, storage, piano and international moves, and the items you will not carry. A plain list or your terms and conditions works.
Your terms on deposits, provisional bookings, cancellations and moving a date, exactly as written in the terms customers sign, so the chatbot quotes them and nothing else.
Your U.S. DOT number if you move households between states, any trade association memberships, and your cover options and claims process, copied from your own documents.
The software you run jobs in, such as SmartMoving or Supermove, and an admin contact. We test its API before saying requests will arrive as jobs. Otherwise each lands in your inbox in the same layout.
Emails, web forms and messages with names and addresses taken out, including date changes and claims. Before launch, each one is tried on the chatbot to see where it hands over.
People compare movers on a phone before they ask anyone round, and the chatbot works from these pages as well. More in our guide to turning website visits into bookings.
A short form for both postcodes, property sizes, the date and the items that need care, ending with a choice of survey time. It asks what the chatbot asks, for people who prefer forms.
House moves, flat moves, packing, storage, office moves and moves abroad, each with what is included and how it is priced. People search for the service they need, so each one needs its own page.
In the US, interstate movers must show their U.S. DOT number in their advertising, and a website must link prominently to the FMCSA's "Ready to Move?" brochure. Put both in the footer of every page.
A plain page on how quotes work: the survey first, what a fixed or binding quote covers, what can change the price and how deposits work. It answers the "roughly how much" question honestly, without a figure you cannot keep.
Photos of your vans, your crews at work and your storage building, with the job and town named. Customers are trusting you with everything they own and want to see who will turn up.
How to report damage or loss, the form, the time limit in your terms and what happens next. Someone who has just found a broken lamp wants the form, not a phone queue.
An inventory lists what someone owns, and a video survey shows the inside of their home room by room. A survey booking needs only the postcodes or ZIP codes, property sizes, the date and any items that need care, so that is all the chatbot asks for. It does not ask about jewellery, cash or other valuables, which your surveyor deals with in person.
Some people move to get away from someone. The chatbot never confirms a booking, a date or a new address to anyone who asks, including a partner or a relative, and a customer who asks for discretion is flagged so your office knows before anyone calls.
Survey videos and photos go only to your surveyor and are removed when the period you choose is up. Before launch we agree what else the chat keeps and who can read it, and for moves in Europe that agreement follows the GDPR.
It explains how your pricing works and gathers what your surveyor needs. The quote comes from your team after a survey, in the home or by video.
Where your diary or removals software shares availability, yes. Otherwise it takes the date, and your office replies. Only your office confirms a booking.
It explains how you hold provisional dates and notes the expected date, so your office can follow up when contracts exchange or the closing date is set.
It sends your claim form and explains your claims process in your words. Whether a claim is paid, and how much, stays with your team.
Only if you want it to and you publish price bands, for example by property size. Even then it says the figure is a starting point and that the survey sets the price. We suggest booking the survey instead, because the figure given in a chat is the one a customer remembers on moving day.
Yes. It asks early whether the move crosses a state line and follows the steps you set for interstate moves, such as adding links to the FMCSA booklets when an estimate goes out. The estimate and the paperwork the federal rules require stay with your team.
Yes, if you want them. The chatbot sends a link to upload photos or a short video of each room, and they reach the surveyor with the enquiry. For interstate moves in the US, federal rules accept a live or pre-recorded video survey, as long as you can clearly see what is being moved.
Yes. A sofa, a piano or a few boxes get their own short set of questions: the item and its size, both addresses and access, and whether the date is flexible. If you run shared loads, it explains how dates work for them in your words.
No. It uses your words, your service names and your terms, and tells people it is the company's assistant. You see and approve its answers before launch, and can change them later. People who want to talk to you still see your number on every page.
Where your removals software or vehicle tracking shares an arrival time, it gives the window and the crew leader's first name. Otherwise it passes the question to whoever is on duty, who can call the crew.
Add the questions your office asks before every quote and how surveys get booked today. The consultation is free, over Google Meet, a voice call or text.