Moving Services Template

Pilot

Residential and light commercial moving coordination for local movers and small crews.

Moving Services Template coordinates lead intake, estimate calls and onsite estimate visits, inventory confirmation, pack day, move day, delivery/dropoff, completion walkthrough, and payment collection for solo movers, small crews, and local moving companies.

Templates define the business context. Motions perform the reusable utility work. OweMotion holds the truth.

Who It Is For

Moving business owners and coordinators managing movers, scheduling, estimate visits, inventory, and proof-backed payment closure.

Pain It Solves

Disconnected estimate visits, inventory confirmation gaps, crew scheduling friction, and payment collection delays across residential and light commercial moving jobs.

Workflow Overview

Core statuses: intake -> estimate_scheduled -> quoted -> pack_day -> move_day -> complete

Utility Motions used: LeadMotion, HireMotion, FollowUpMotion, PayMotion

Proof Captured

  • - before_photos
  • - after_photos
  • - item_condition
  • - completion_walkthrough

Common Obligations

  • - estimate_scheduling
  • - inventory_confirmation
  • - quote_approval
  • - crew_readiness
  • - payment_collection

Follow-up & Review

Follow-up rules

  • - post-move follow-up
  • - review request after completion

Review triggers

  • - successful completion + payment settled

Payment Triggers

  • - quote accepted
  • - move complete
  • - walkthrough approved

Status Notes

Pilot scope: estimate call and onsite estimate scheduling, inventory confirmation, quote-to-invoice flow, pack day and move day scheduling, before/after proof, and payment context. Interstate carrier compliance, CDL verification, insurance/claims management, and hazmat transport are out of scope for V1.

Next step

This page reflects current template status and scope. It does not imply full activation where status is Foundation, Pilot, or Coming Soon.