Overview

For salespeople, your job in Supermove after capturing a lead is to:

1. Run a Survey – gather the customer’s inventory and details...

2. Send a Quote (if your company uses them) – share an estimate of services.

3. Secure a Confirmation (Proposal) – finalize the booking and lock in the move.

👉 Note: Some companies skip quotes entirely and go straight from Survey → Confirmation.

Surveys: Gathering Details That Matter

Surveys are how you collect the critical details that shape the move and pricing. After capturing a lead, the next step is gathering details for a quote. Supermove offers flexible survey methods so you can meet customers where they are:

• Virtual Walkthrough – Customer completes a guided video survey.

• In-Home Survey – Survey conducted in person.

• Phone or Online Survey – Collect information directly with the customer.

Choose the survey method that fits your customer’s preference. Each method captures the same key details — item list, volume/weight, and notes — which flow directly into your quote.

Conducting a Virtual Walkthrough

If your customer prefers, send them a Virtual Walkthrough link:

1. From the Surveys drop-down, select Virtual Walkthrough → Send Walkthrough Link.

2. Customer receives an SMS link → they record videos, room by room.

3. You receive the submissions → add items in the Survey Tool.

4. Save changes → inventory flows into the project.

🎥 Training Video:

📌 Learn more:

• Conducting a Virtual Walkthrough

• Inventory Survey Tool Overview

• Updating Inventory & Survey Items

Driver Inventory – Capture Items on the Go

💡 Heads up! Driver Inventory is a different tool from the Survey on the Project page. With Driver Inventory, movers can capture and review customer inventory directly at the point of origin using the Crew App.

• Categorize items by room or lot/color.

• Add customizable item tags like “High Value” or “Packed By Owner.”

• Document exceptions per item to prevent potential claims.

• Review the full inventory on the tablet or in the Office App to ensure accuracy.

📌 Learn more: Driver Inventory: Capture and Review Inventory

Quotes: Turning Surveys into Proposals

Once survey details are in place, you may create a Quote to provide the customer with a professional cost estimate.

Important: Always make sure you’ve added the move job after completing the survey before sending quotes or confirmations, so billing items populate correctly.

A Quote in Supermove:

• Is auto-filled from survey data.

• Can be customized with pricing, weight adjustments, or extra services.

• Uses your company’s branded templates.

• Can be emailed directly to the customer and tracked (viewed, accepted, or pending).

🎥 Training Videos:

Confirmations: Securing the Booking

Whether you send a Quote first or skip it, the Confirmation Letter is what makes the booking official.

A Confirmation in Supermove:

• Updates the project’s status to Booked.

• Confirms agreed-upon services, pricing, and schedule.

• Includes terms, policies, and instructions.

📌 Quote vs Confirmation (Sales-Friendly Summary):

• Quote = Estimate → non-binding, cost projection.

• Confirmation = Agreement → binding document that books the move.

🎥 Training Video:

📌 Learn more: Difference Between Quote and Confirmation

Next Step

As a salesperson, your role is to:

1. Run a Survey (Office App, Survey Tab, or Virtual Walkthrough).

2. Generate a Quote (if your company uses them).

3. Send a Confirmation Letter to secure the booking.

Practice Challenge

1. Open a test project.

2. Complete a Survey using the Survey tab.

3. Add a Move Job after the survey.

4. Generate and send a Quote (if applicable).

5. Finalize the booking with a Confirmation Letter.