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OfferAgent for moving companies

Win more moving jobs with complete inquiries and traceable quotes

OfferAgent helps moving companies turn structured move details into a reviewable quote, keep every customer question with the right job and follow up from one work queue. Volume, distance, access, crew time and selected services remain visible so sellers can review assumptions before a quote is sent or revised.

Suitable for: For household and office movers that price from volume, distance, access, crew time and selected services.

Verified in product enginesPRODUCT PROOF
  1. 1Capture the moveReceive normalized dates, addresses, volume, access and requested services from FormEngine, Make or API.
  2. 2Calculate and reviewUse governed crew, distance and material rows; a seller reviews the result before consequential action.
  3. 3Send and answerPublish the quote, see views and keep customer questions connected to the correct revision.
  4. 4Revise and follow upCreate a new immutable version when assumptions change and let the work queue show the next action.

Work that must hold together

Common obstacles in the industry's sales flow

01

Incomplete move data

Address, volume, lifts and special handling arrive in different formats and create avoidable clarification.

02

Time-sensitive follow-up

Automatically created quotes still need visible ownership and a clear next action.

03

Changed assumptions

A new volume or access condition must create a traceable revision rather than overwrite the sent quote.

From inquiry to next step

One connected way of working for the seller

  1. 1

    Capture the move

    Receive normalized dates, addresses, volume, access and requested services from FormEngine, Make or API.

  2. 2

    Calculate and review

    Use governed crew, distance and material rows; a seller reviews the result before consequential action.

  3. 3

    Send and answer

    Publish the quote, see views and keep customer questions connected to the correct revision.

  4. 4

    Revise and follow up

    Create a new immutable version when assumptions change and let the work queue show the next action.

Product proof

Verified platform support

The industry page is grounded in published engines, templates and contracts. The table separates published vertical packs from support configured through the platform's generic engines.

Moving dateVolumeAccessCrewVehiclePackingStorage
Verified platform supportReviewed
Vertical foundationMoving services foundation
Published pack with moving intake, quote, pricing, follow-up and Make mapping references.
InputFormEngine, Make and API
Canonical fields preserve source while mapping move-specific data into a controlled context.
PricingCrew + distance + materials
The public example documents assumptions and separates deduction-eligible work from other rows.
Revision safetyImmutable sent versions
Changed volume or access creates a new revision and preserves the customer-visible version.

What OfferAgent does not do

OfferAgent structures the calculation and revision flow, but the moving company remains responsible for measurements, prices, deduction eligibility and the final quote.

What must be configured

Activate the moving services foundation and configure the company's own price profiles, template, intake mapping and approval policy before automatic quote creation.

Fictional, complete example

See how scope and price rows are presented

Amounts demonstrate structure and calculation model, not recommended market rates. Tax deductions are illustrative and must be verified against current rules.

Public template exampleFICTIONAL · NON-BINDING

Apartment move, Example City to New Town

Example Customer Ltd · Quote EX-2026-001

Scope

Transport of an estimated 28 m³ between the stated addresses. Packing, storage and heavy lifting are excluded unless added.

Price rows

All amounts in SEK
Moving crew
Two movers and vehicle
Example: deduction eligible
Quantity8 hourUnit priceSEK 1,290AmountSEK 10,320
Distance charge
Estimated driven distance
Quantity95 kmUnit priceSEK 18AmountSEK 1,710
Protective materials
Blankets, wrap and floor protection
Quantity1 itemUnit priceSEK 850AmountSEK 850
Subtotal
SEK 12,880
VAT 25%
SEK 3,220
Total including VAT
SEK 16,100
Illustrative RUT deduction
-SEK 5,160
Example customer price
SEK 10,940

Example only. Confirm eligible work, customer eligibility and current rules before sending.

Example terms

  • Volume and access assumptions must be confirmed
  • Waiting time is handled as a new price row
  • Changes create a new revision

This preview is read-only. It has no acceptance, chat or customer actions and cannot be used as an agreement.

Open the complete quote template

Practical result

What the workflow improves

  • Fewer missing details before pricing
  • Visible ownership of automatic and manual quotes
  • Faster access to the quote during customer dialogue
  • Traceable changes when the move changes

Connected capabilities

Add more when the need grows

FAQ

Common questions about the industry solution

Can OfferAgent receive moving requests from Make?

Yes. The moving pack references a controlled Make mapping while preserving the original source and import audit trail.

Does OfferAgent decide the final moving price automatically?

No. Rules and profiles can calculate a draft, but the company controls inputs, prices and approval policy.

What happens when the estimated volume changes?

The seller creates a new revision. The sent version remains intact and the timeline records the change.

Is the RUT example a tax decision?

No. It is illustrative. The company must verify eligible work, customer eligibility and current rules before sending.

Start with a professional quote foundation

Begin with quote templates and governed price rows. Add forms, follow-up, scheduling and other engines when the business needs them.

Start with OfferAgent Solo