A moving company's WhatsApp number runs an AI agent that collects a video of each room, lists the furniture, estimates the volume and drafts a priced quote. After a quick approval, the customer gets a quote to sign and a deposit link the same day.
Typical results
Same day
Quote turnaround for most requests
≈10 hrs/wk
Estimator time no longer spent on home visits
≈25%
More quote requests turned into booked moves
24/7
Survey intake on WhatsApp
Figures reflect typical results for this kind of automation.
The challenge
Every moving quote usually starts with a home visit: an estimator drives out, walks through each room, counts furniture and boxes, and writes the quote back at the office. Visits take about 12 hours a week, customers wait two or three days for a price, and many book whichever mover answers first.
Before and after
Hours from quote request to quote sent
−90%Home survey visits per week
−88%Quote-to-booking rate
+25%The automation
An AI agent on WhatsApp asks for the move date, floor numbers, elevator access and a short video of each room. It lists the furniture and boxes it sees, estimates the volume in cubic meters and applies the company's price rules from Google Sheets to suggest truck size, crew and hours. Once the office manager approves, the customer receives a quote PDF to e-sign with a deposit link, and the CRM logs the move as quoted or booked.
How it works
- 01
Quote request on WhatsApp
A customer messages the company's WhatsApp number, and the AI agent asks for the move date, floors, elevator access and a short video of each room.
- 02
AI inventory from video
The agent lists the furniture and boxes it sees in each video and estimates the total volume in cubic meters.
- 03
Truck, crew and hours
Price rules in Google Sheets turn the volume, floors and distance into a truck size, crew size, estimated hours and price.
- 04
Office manager approves
The draft quote and inventory list go to the office manager, who adjusts or approves them.
- 05
Quote, e-sign and deposit
The customer receives a quote PDF to e-sign with a deposit link, and the move is logged in the CRM as quoted or booked.
Starts from
- WhatsApp quote requests
- Room-by-room videos
- Price rules sheet
Delivers
- Quote PDF to e-sign
- Deposit payment link
- CRM move record
The impact
Most customers get a priced quote the same day without anyone visiting their home. The estimator gets back about 10 hours a week, quote-to-booking rates rise by roughly a quarter because the price arrives first, and every move starts with a written inventory the crew can check on the day.
Questions about this automation
How accurate is a volume estimate from a video?
The agent lists each item it sees and assigns a standard volume from the company's own item table, so the estimate follows the same rules an estimator uses. The office manager reviews the inventory before approving, and the quote states that items not shown in the videos are priced on the day.
What does the company need to get started?
A WhatsApp Business number, the current price rules in a sheet (rates per truck size, crew hour, floor without an elevator and distance), a quote template and the CRM or sheet where moves are tracked. This is a multi-step build, usually rolled out in stages, starting with the video intake.
What happens when a customer cannot send videos?
The agent offers a short checklist instead, asking for the number of rooms, large items and boxes. Quotes built from a checklist are marked for a closer look, and for large or unusual jobs such as pianos or office relocations the agent offers a video call or books a home visit.