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

The moving quote checklist: ask before you price

A moving quote is only as good as the questions asked before it. The dispute on moving day — the stairs nobody mentioned, the piano, the truck with nowhere to park — was decided at intake, when nobody asked. This is the checklist, by category. It is the content: print it, or run it as a skill.

Access, at both ends

• At the origin: floor, stairs or lift, corridor and door widths for the largest items
• At the destination: the same questions again — access is two different answers, not one
• Anything that decides whether a large item moves at all: stairwell turns, lift booking rules, walk distance from truck to door

Heavy, fragile and easy-to-miss items

• Pianos, safes, large cabinets and anything glass — named individually, never assumed under 'furniture'
• Items needing special handling, two-person lifts or disassembly before the day
• What is explicitly NOT included in the move — the exclusion nobody writes down is the argument later

Parking and loading

• Where the moving vehicle can load or park at each address — asked per address, not per move
• Permits, building management rules or time windows that restrict loading

Scope and timing

• Is packing part of the quote, or is the customer only asking whether the company offers it?
• Dates and flexibility at both ends, and anything about the buildings that changes the plan

What the skill produces from a first message

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.

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, because an assumed answer is a price you will renegotiate on the day, in the driveway, at the worst possible moment.

Questions