Moving Template

Pilot

Move workflow context from intake through survey, dispatch, and closeout.

Moving Template uses shared project primitives to track move-specific scope, readiness, proof, and settlement.

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

Who It Is For

Moving companies coordinating surveys, crews, trucks, and move-day proof.

Pain It Solves

Dropped handoffs between intake, survey scheduling, execution, and final payment.

Workflow Overview

Core statuses: intake -> survey_scheduled -> booked -> in_progress -> complete

Utility Motions used: LeadMotion, ProofMotion, FollowUpMotion, PayMotion

Proof Captured

  • - inventory_photos
  • - completion_photos
  • - customer_signoff

Common Obligations

  • - survey_commitment
  • - crew_readiness
  • - post-move_settlement

Follow-up & Review

Follow-up rules

  • - survey reminder
  • - post-move follow-up

Review triggers

  • - completion + payment settled

Payment Triggers

  • - booking commitment
  • - completion confirmation

Status Notes

Pilot move surfaces exist on shared appointment/project primitives.

Next step

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