Shop / Prompts & Skills / Moving Company Pre-Quote Survey Questions — AI Skill for Estimators (Access, Stairs, Parking, Heavy Items)

The move with half a message: origin known, destination unknown

A customer's first message usually tells you where the move starts and almost nothing about where it ends. The estimator's job is not to fill the missing half — it is to sort what is known from what is not, ask only the open questions, and price what the answers confirm. Here is what that sorting looks like on a real first message.

The first message, sorted

The intake-gap skill reads the customer's first message and returns only the questions that message left open — already-known items are not re-asked — with a source check naming what is still unresolved:

STATUS: READY
SURVEY QUESTIONS:
- At Brook House, where can the moving vehicle load or park?
- At Pine Court, what floor and stairs or lift access will movers use?
- At Pine Court, where can the moving vehicle load or park?
- Is the glass cabinet included in the move, and does it need special handling?
- Do you want packing included in the survey scope, or are you asking only whether the company offers it?
SOURCE CHECK:
- Known origin access and inventory: ORIGIN_ACCESS and INVENTORY_NOTES.
- Destination and packing are unresolved in DESTINATION_ACCESS and SERVICES_REQUESTED.

Sample data above is fictional, shown so you can judge the output before buying.

Known on one side, missing on the other

• Known: origin access and inventory — the source check names ORIGIN_ACCESS and INVENTORY_NOTES as the settled sources
• Unresolved: destination access — at Pine Court, the floor and the stairs or lift access, and where the moving vehicle can load or park
• Unresolved: services requested — whether packing is part of the survey scope, or the customer is only asking whether the company offers it

Each question guards a different surprise

• Where the moving vehicle can load or park at Brook House — asked per address, because loading at the origin and at the destination are two different answers
• What floor and stairs or lift access the movers will use at Pine Court — access is two different answers, not one
• Is the glass cabinet included in the move, and does it need special handling — heavy, fragile items named individually, never assumed under 'furniture'
• Do you want packing included, or are you only asking whether the company offers it — a scope question, not a yes-or-no about a service

Before you price

Price what the answers confirm. Keep the unresolved areas — destination access, services requested — visibly open in the quote rather than silently assumed. The status and source checks are intended to support human verification first: the estimator checks the list before the quote goes out, and the quote carries only what the first message and the answers actually settled. The full pre-quote checklist is in our earlier guide, Moving Quote Checklist: Questions to Ask Before You Price the Job.

Questions