Moving Services · CRM with AI receptionist
The CRM that answers your moving inquiries — and books the truck
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking moving services: the moves pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
The Ashworths
“3bd local + packing”
Captured on the call
Packing: Yes
Value: $2,400
Sample caller — the fields and the stage are the real Moving Services template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Moving Services template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Move Type
asked every call- Local
- Long-Distance
- Office & Commercial
- Labor Only
Bedrooms
→ a number
Packing Service
- Yes
- No
Stairs / Elevator
- None
- Stairs
- Elevator
- Both
Move Date
→ a date
Storage Needed
- Yes
- No
Your pipeline, pre-built
Moves move through 5 real stages.
Quote Requested, Quote Sent, Booked, Completed, then Paid — the pipeline a moving services business actually runs, not a generic sales funnel. Drag moves across stages, and every stage, color, and label is yours to edit.
- Quote Requested
- Quote Sent
- Booked
- Completed
- Paid
- Quote Requested
- Quote Sent
- Booked
- Completed
- Paid
3bd local + packing
The Ashworths
Office — 14 workstations
Corvid Design Co.
Studio — 3rd floor walk-up
Amaya Reyes
Real template data — these stages and fields exist the moment you pick Moving Services.
Everything included, from day one
The whole front office, tuned for moving services.
Omnichannel AI Receptionist
Asks local or long-distance, bedrooms, stairs or elevator, packing service, and the move date.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Realtor-referral nurture and review requests that land on move-day evening, not a week later.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions moving services owners ask.
- Can it quote moves over the phone?
- Local moves can quote from bedrooms and your crew rates in the price book. Long-distance and office moves collect the full details — stairs, packing, storage — and book the survey.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Moving Services template tracks — move type, bedrooms, packing service — and creates the move in your Quote Requested stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Moving Services at signup provisions the 5-stage pipeline — Quote Requested → Quote Sent → Booked → Completed → Paid — plus 8 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Moving Services template does it for you.
Your next move could book itself.
Pick Moving Services at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.