Moving professionals loading boxed belongings beside a moving van.

Show the sales manager which estimates began with a complete inventory.

A moving estimator must capture access conditions, inventory, dates, and distance before price takes over the call. CallSniper reviews uploaded quote calls against the branch's estimating process, helping the sales manager find thin inventories and unclear estimate language before coaching.

“Let's go through the house room by room
so the estimate matches what goes on the truck.
Are there stairs or an elevator at the new place?”

The inventory walkthrough and the access questions, checked across submitted quote calls.

Submitted quote calls reviewed.
Estimate steps made visible.

Peak season brings temporary sales staff and a quoting process that drifts by the week. CallSniper reviews submitted quote calls against the approved inventory, estimate, and booking criteria, then places the relevant transcript passage beside each finding.

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Follow a quote call from the discovery to the booking.

Each row is a moment the scorecard checks and the conversation it opens with the team.

The momentThe detail to reviewThe team conversation

Discovery

Were the move date, the flexibility on that date, and the origin and destination captured?

Check the transcript for the dates and the addresses before looking at the price.

Inventory

Did the rep walk each room and ask about the garage, the storage unit, and the large or fragile items?

Count the rooms covered on the call against the rooms on the estimate.

Estimate and valuation

Was the estimate type stated, and were the valuation coverage options explained in plain terms?

Review the exact wording the rep used for the estimate and the coverage.

Booking

Did the rep ask for the deposit or the signed confirmation, and schedule a follow up if the caller held off?

Look at which reps ask for the booking and how the unbooked quotes get followed up.

A quote call scorecard, 100 points.

Points are illustrative, so fit them to your estimating process and to the interstate or state rules your moves fall under.

Criterion	Observable behavior	Points
Move details captured	Records the move date, the date flexibility, the origin, and the destination	15
Inventory walkthrough	Covers each room, the garage, storage, and specialty items	25
Access conditions	Asks about stairs, elevators, parking, and long carries at both ends	15
Estimate type stated	Names the estimate as binding or nonbinding and explains what changes the price	15
Valuation explained	Presents the valuation coverage options and records the choice the customer makes	10
Price with context	Presents the price with the crew, the protection, and the timeline included	10
Booking ask	Requests the deposit or the signed confirmation, or schedules the follow up	10
Total		100

Illustrative review flags

A price presented as final with the estimate type left unstated
Valuation coverage described to the customer as insurance
A job booked before the inventory or the access questions were asked

Bring these to a pilot.

A month of recorded quote calls from one branch or one sales team
The discovery and inventory questions your estimators train on
Your estimate and valuation language, including the interstate rights booklet if you cross state lines
The booking rate report your sales manager reviews today

The pilot scores your own quote calls and lines the result up against the booking rate you already track.

See what call review costs today

Make it fit
your operation.

Confirm the workflow with the people who will use it.

Does this work for local moves and long distance moves?

Yes. Processing rules can assign a local move scorecard and a long distance scorecard, since the estimate and valuation language differ between the two. Each call is scored against the standard that applies to that move.

Can this show why quotes go unbooked?

The scorecard records whether the booking was asked for and whether a follow up was set, and the report groups those results by rep. A sales manager then sees which steps were skipped on the calls that ended without a booking.

How does it handle peak season staff?

New reps are scored on the same scorecard from their first call, so the manager sees the gaps within the first week. The flagged calls become the coaching material for the next shift meeting.

Where do the recordings come from?

Bulk upload from your phone system or call tracking platform is the day one path. A direct connection to the phone system or the moving CRM gets scoped during the pilot.

Start with one branch's quote calls.

Bring a month of calls and the questions your estimators train on. See every quote call scored before the season starts.