Make it clear what goes where
Keep moving, staying, storage and removal decisions on each inventory item. Review partial moves with separate moving and haul-away volume.
A decision on every line
Sample survey
Sofa
Included in moving scope
Moves
Piano
Kept on the record
Stays
Bicycle
Included in moving scope
Moves
Washer
Kept on the record
Stays
Moving and staying are only the start. Your estimator can also record storage, donation, sale, disposal or items the customer takes.
The room is full. The moving truck should not be
During a downsizing move, the same room may hold furniture that is moving, staying, going into storage or being removed. A single unchecked list leaves the estimator and crew guessing which pieces belong in the job.
MoveVision keeps a plan on each item, along with the room video and the customer's narration. Your estimator can confirm those decisions and review moving and haul-away volume separately before pricing the work.
Put the workflow into practice
Step 1
Capture the decisions
Ask the customer to say what is moving and what is staying while filming. They can check the draft, change counts and leave notes before submitting the survey.
Step 2
Confirm each item's plan
Use the review workspace to mark items move, stay, store, discard, donate, sell or customer takes. Check the evidence and resolve unclear instructions with the customer.
Step 3
Price the agreed scope
Review the separate moving and haul-away volume totals. Adjust the quote and handling notes for the work your company has agreed to do, then keep those decisions with the job.
Start with one real job
Start with one room where only some items are moving. Confirm who is responsible for every other item before expanding the plan to the whole home.
Agree on the details
- Which pieces move with your company
- What stays or travels with the customer
- Storage, donation, sale or disposal responsibilities
- Any unresolved item decisions before quoting
An item label records intent
Marking an item store, donate or sell does not book a storage unit, arrange a collection or create a sale. Confirm the destination and responsible person separately. The job currently has a pickup and a destination, rather than a multi-stop delivery plan.
Questions about this workflow
Can I keep staying items in the inventory?
Yes. Items do not have to disappear from the record when they are excluded from the move. Their plan stays attached to the item so the estimator and crew can see the decision.
Are haul-away and moving volume combined?
No. MoveVision totals moving and haul-away cubic feet separately. Your estimator reviews the scope and controls the charges, including your company's removal rate where applicable.
The features behind this workflow
Explore the relevant tools, or browse all MoveVision features.
Related moving workflows
Try this workflow with your team
Start a free trial, or tell us about the moves you need to plan.