Workflow automation
for Moving companies.
Keep the move plan in one handoff.
An online inquiry, an in-home estimate, and a confirmed move are different stages. Carry access details, stops, storage, and crew coordination through the handoff.
Start with work you recognize.
Estimate follow-up
Track questions and acceptance without assuming a price is final.
Move-day coordination
Keep the customer and crew working from the confirmed plan.
Storage and multiple stops
Make additional locations and dependencies explicit.
Confirmed move to crew briefing.
An example to work through with your team.
The coordinator records a confirmed move.
Review the accepted scope, locations, and access information.
Confirm the crew, vehicle, and relevant storage arrangements.
Share the agreed plan with the customer and crew.
Are the locations, access details, and assignments complete?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleHold the briefing as a draft and assign the missing detail to the coordinator.
- Accountable owner
- Move coordinator
- Useful outcome
- A complete crew brief and a customer confirmation based on the same plan.
Get the rules clear.
- What changes after an in-home estimate?
- Where are extra stops and storage recorded?
- Who approves a changed arrival window?
Start with the work you already know. Steve, your AI process designer, helps you choose a process worth automating, map its handoffs and decisions, and create a phased build plan. Connection options and permissions need checking during implementation. You can continue building with his guidance.
Explore the next step.
Is answering the phone the immediate need?
Katie is the managed AI receptionist service. Try a demo for your business and arrange a kickoff with Evan, Aperture’s founder.
Meet Katie and try the demo →