Information
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Customer Name
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Conducted on
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Estimator
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Move From Address
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Move To Address
Estimate
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Long walk, stairs, or elevator present at load site?
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Be sure to account for additional time in your estimate. If elevator is present ask customer if it's possible to hold the elevator on the day of the move.
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Living room
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Items
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Family Room
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Items
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Kitchen
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Items
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Dining Room
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Items
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Garage
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Items
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Bedroom 1
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Items
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Bedroom 2
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Items
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Bedroom 3
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Items
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Bedroom 4
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Items
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Bedroom 5
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Items
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Office
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Items
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Loft
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Items
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Patio / Outdoor Space
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Items
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Shed / Barn
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Items
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Boxes - Remember to account for both the boxes that are currently packed while evaluating what still needs to be packed and approximately how many boxes that will take. If you are unsure go with industry standards. Studio Residence - 31 Boxes 1 Bedroom Residence - 84 Boxes 2 Bedroom Residence - 138 3 Bedroom Residence - 179 4 Bedroom Residence - 218 5 Bedroom Residence - 232
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How many boxes? (Try and distinguish between small, medium, large, and specialty boxes)
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Does the customer need help packing?
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What rooms do they need help packing?
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List any specialty items requiring unique or specialty boxes and care.
Wrapping Up
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Is the move from address correct?
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What is the correct address?
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Is the move to address correct?
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What is the correct address?
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Is the customer's phone number correct?
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What is the correct phone number?
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Is the customer's email correct?
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What is the customer's email address?
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Did you see everything the customer would like moved?
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Please ask the customer to show you the other areas. If the areas are off site like a storage facility or another pick up, get as much information as you can from the customer.
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Did you ask the customer if there were any hidden rooms or areas that may have been over looked? (For example attics, sheds, offsite storage, etc.)
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Please go over these items with the customer. These rooms can make a huge impact on a quote.
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Does the customer have pieces that require further preparation on their part prior to move day? For example: Gas powered items needing draining, grandfather clocks needing weights removed, appliances needing disconnected, etc.
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Please inform the customer about the restrictions we have on what we can and cannot take. Also, inform them that they need to ensure that appliances are disconnected and other preparations that our guys are unable to perform are done a head of time. (TV's off wall mounts, electronics disconnected, etc.)
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Did you go over all the advantages of using Two Men And A Truck as opposed to other moving companies?
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Please go over this information with the customer. Our guys are background checked, drug screened, full time movers not day laborers. They are fully trained prior to going out on a job. We pad and wrap all items prior to moving them in order to help protect your items from damages. We are insured and accredited by the BBB. We only have a one hour minimum, after that time we break up our billing into 15 minute increments. The guys are fast and polite and will do their best to ensure your move is as stress free as possible.
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Did you provide the customer with the informational packet including our boxes, insurance coverage, tips and tricks for moving, and other helpful information?
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If available please provide this to the customer, it may aid in their decision making process.
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Did you inform the customer that we also have boxes and packing services available and offer to create a packing estimate as well?
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Please offer this to the customer. They may not know we offer these services and may be interested in packing or at the very least boxes.
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Did you set up a follow up appointment with the customer to contact them with the updated quote and answer any questions they have?
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When it the follow up scheduled for?
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Are you still with the customer?
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Please schedule a time with them now.
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Please contact the original Sales Rep and ask them to inform the customer you will be getting in touch with them as soon as you have completed the estimate. Provide them with an approximate time you will be doing this.
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Did you ask the customer if they had any questions or concerns about the move or the estimating process?
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Write down any questions or concerns they had that you would like to follow up with later.
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Are you still with the customer?
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Ask the customer if they have any questions or concerns and type them below if you would like to follow up more with them later.
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Have the original Sales Rep contact the customer and ask if they have any questions or make a note to ask them when you follow up with the customer.
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All information has been discussed with the customer and I have provided them with all requested information. If I have not already provided an estimate then I have made an appointment with the customer to follow up with them once the estimate is prepared. If the customer has any further questions they are welcome to contact us at (260)471-6683 and we will be sure to address their concerns.
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Customer Signature
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In-home Estimator Signature
Two Men And A Truck Notes
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Write down any notes you have in regards to this customer's move.
