Moving quotes

A table for moving quote requests: contact details, both addresses, home size, the miles entered, the moving date, packing help, details, the estimate reference when a calculator is connected and where each request stands. A form on your website fills it in, or you add requests yourself, and you move each one from new to quoted to won or lost.

Use it when

Use it when a mover prices by home size, the distance the customer enters and the moving date, and wants an instant estimate on the website. It is the response workspace the Moving quote form writes to; add it on its own when you want the table first and will connect the form later.

Use something else when

Storage-only enquiries can use the general Quote request form. A mover that needs an in-home survey before any number can leave the calculator unconnected and price each request itself.

How to add a quote

  1. Open the Moving quotes table from your sidebar, or open My Business, then Advanced, then Data, and pick it.
  2. Press New quote. If you renamed the table, the button may say something else.
  3. Under Name, type the customer's name, such as "Sam Patel".
  4. Fill in the Phone and Email if you have them.
  5. Press Create quote.

You see Quote created.

What it adds or changes

Empty response workspace · notification automation starts paused

It adds a table with these columns:

Column Type Choices
Name text
Status single choice New, Quoted, Won, Lost
Email email
Phone text
Moving from text
Moving to text
Home size single choice Studio, 1 bedroom, 2 bedrooms, 3 bedrooms, 4+ bedrooms
Distance between homes decimal
Moving date date
Extra help multiple choice Packing, Boxes and supplies, Storage
Details long text
Estimate reference text
Assigned to person

Settings

Setting What it does Default
Label The table's name, which also titles its one table view. Moving quotes

How it works

It runs its own built-in automation, called Moving quotes. Tell staff about a new response: read a new response, choose the staff destinations and email its full details. Empty recipient groups send nobody.

Example

Two Hands Moving, a fictional local mover, connects its moving calculator. A visitor moving a two-bedroom home 12.5 miles on a Saturday sees the business's price with its weekend rate; the request lands as new with both addresses, the miles and the date.

Limits

Distance is the miles the visitor types; nothing looks up a route. The moving date is a requested day, not a confirmed booking. Packing help and supplies are noted, and priced by your own products. Changing the status contacts nobody. The staff-notification automation starts paused.