Quoting & capacity planning · Moving & relocation
Price the move and commit capacity in an hour.
A virtual survey lands and someone must watch the walkthrough, build the cube sheet, and price it against peak-season capacity — before the customer books elsewhere.
The reality
Quoting is a turnaround problem.
The survey lands at 4 p.m. and the customer wants a number tonight. Manually it's a slow build — count the items, estimate the cube, price the crew and the truck, check the date against what's already committed — and every hour of delay is a chance the customer signs with the next mover.
The operator owns survey intake, quote generation, and seasonal capacity allocation end to end. It extracts the inventory from the virtual survey, builds the cube sheet, prices the move, checks the date against committed capacity, and issues a binding quote within the hour — without a human re-reviewing every line.
How the operator runs quoting & capacity planning
Survey SUR-7740 · Inventory
extracting- Walkthrough parsed — 142 items
- Cube estimated — 1,180 cu ft
- Piano flagged — special handling
01Extract the inventory
Reads the virtual survey, builds the cube sheet, and flags high-value or special-handling items.
Quote SUR-7740 · Pricing
pricing- Crew + truck sized — 3 movers, 26ft
- Distance and access priced
- Piano handling added — total set
02Price the move
Prices crew, truck, and accessorials against the lane, distance, and the requested move date.
Quote SUR-7740 · Issue
issuing- Date checked — capacity available
- Slot held pending acceptance
- Binding quote issued — sent
03Commit capacity
Checks the date against committed jobs and issues the binding quote with the slot held.
The outcome
−55% of quote turnaround time reduced
Accurate quotes issued and capacity committed without manual review.
- Inventory pulled straight from the survey, not re-counted by hand
- Quotes out within the hour, before the customer shops elsewhere
- Capacity checked against committed jobs so slots don't oversell
Common questions
Quoting & capacity planning
- What does the Quoting & capacity planning operator do?
- The operator owns survey intake, quote generation, and seasonal capacity allocation end to end. It extracts the inventory from the virtual survey, builds the cube sheet, prices the move, checks the date against committed capacity, and issues a binding quote within the hour — without a human re-reviewing every line.
- What impact does the Quoting & capacity planning operator have?
- −55% of quote turnaround time reduced. Accurate quotes issued and capacity committed without manual review.
- How does the Quoting & capacity planning operator work?
- Reads the virtual survey, builds the cube sheet, and flags high-value or special-handling items. Prices crew, truck, and accessorials against the lane, distance, and the requested move date. Checks the date against committed jobs and issues the binding quote with the slot held.
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