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VirtualEstimate
The moving CRM

The complete CRM platform for moving companies

From the first lead to the last invoice — manage your entire moving business with one powerful platform. CRM, dispatch, billing, reporting, and AI-powered room scanning all in one place.

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Product screenshot — your CRM dashboard
01 · The problem

You know this day. It doesn't have to work like this.

The old way
  • Send an estimator to the house — hours of drive time, days of scheduling
  • Phone quotes that are guesses — under-quote and lose money, over-quote and lose the job
  • Leads go cold while you're out on a job
  • Paper BoLs, wet signatures, lost inventory sheets
  • Dispatch on a whiteboard, payroll in a spreadsheet
  • Five tools that don't talk to each other
With Virtual Estimate
  • +Customer records a video from a text link — no appointment
  • +AI measures the furniture and calculates cubic feet — consistent, defensible quotes
  • +Automated SMS/email follow-ups keep every lead warm
  • +Digital DOT-compliant BoL, signed on any screen, stored forever
  • +Dispatch board + automatic crew payroll and commissions
  • +One platform, one source of truth
02 · How it works, end to end

Every stage feeds the next. Nothing is re-keyed. Nothing falls through.

This is the whole company as one chain. The AI inventory becomes the price, the price becomes the contract, the contract becomes the crew's job sheet — and the finished job becomes payroll. Automatically.

Lead
Website widget, call, or manual entry
AI video estimate
Measured inventory & price in minutes
Booking & deposit
Customer signs & pays online
Dispatch
Truck & crew assigned, no conflicts
On-site contract
E-signed BoL in the field, even offline
Payment
Card, cash, or check — on your processors
Automatic payroll
Crew pay & commissions calculate themselves
03 · The AI difference

AI Video Analysis that transforms your estimates

Most "video estimate" tools are a glorified video call — a person still eyeballs the inventory. Ours detects, measures, and prices every item automatically. Real cubic feet from a phone video, in minutes.

Living room · 2 of 5
Lighting — good
Steady — hold still
Pace — move slower
AI inventory & 3D scan result
AI scan result — itemized inventory + 3D room scan
Step 1
Finds every item
Step 2
Measures real size
Step 3
Checks color & condition
Step 4
Builds your estimate
Same video, same quote — every time No app for the customer to install Flows straight into the contract
04 · Take a tour

The six screens your team will live in.

Pick a module to see it.

Requests & pipeline
Requests & pipeline screenshot
Your own status stages One workspace per job Stale leads age automatically
Dispatch & calendar
Dispatch & calendar screenshot
Conflict protection & slot locking Straight to the foreman's phone Google / Apple / Outlook sync
Pricing calculator
Pricing calculator screenshot
Auto crew & truck sizing Seasonal & surcharge engine Branded PDF in one click
Contracts & e-sign
Contracts & e-sign screenshot
Multi-party e-signatures Inventory pulled from the estimate Before/after damage photos
Customer portal
Customer portal screenshot
Passwordless login Sign & pay online Fewer "where's my move?" calls
Payroll & analytics
Payroll & analytics screenshot
Pay lines from completed jobs Commissions by service type Estimated vs. actual profit
05 · The complete system

All 23 modules, organized around your day.

Every module is a real, working part of the platform — grouped by the job it does for you.

Win the job

  • ·Requests & pipeline — one board, your own stages, nothing forgotten
  • ·Client CRM — history, ratings & notes on every customer
  • ·Website quote widget — turns visitors into leads 24/7
  • ·Follow-ups & lead scoring — no deal lost to silence
  • ·Pricing calculator — every service type, your rates

Run the day

  • ·Scheduling — one shared calendar, synced to Google / Apple / Outlook
  • ·Dispatch board — trucks & crews, conflict protection
  • ·Fleet & vehicles — no truck double-booked
  • ·Foreman field app — the whole contract on-site, fully offline

Get paid & pay out

  • ·Deposits & payments — 5 processors on your own merchant accounts
  • ·Digital Bill of Lading — DOT-compliant, e-signed, tamper-evident
  • ·Crew payroll & commissions — calculates itself per job
  • ·Storage billing — recurring revenue that never leaks a charge

Manage & grow

  • ·Customer portal — live timeline, route map, chat, e-sign
  • ·SMS · Email · Chat — every conversation logged, on-brand
  • ·Claims — a clean photo & document trail per job
  • ·Multi-branch + white-label — per-branch P&L, your own domain, isolated data
  • ·Analytics, roles, settings & support — KPIs & P&L, 2FA access control, deep configuration, in-app help
Module · Foreman field app

Your crew closes the job in the truck — even with no signal.

A dedicated mobile app for foremen: today's jobs, the full contract, signatures, photos, and payment — completed on-site. A basement or a rural pickup never stops the crew.

  • The whole Bill of Lading signed right in the field
  • Works fully offline — syncs itself when the signal returns
  • The office sees results in real time
Foreman mobile app — today's jobs
Analytics & profit-and-loss
Analytics / P&L dashboard
Module · Analytics & P&L

Know your numbers — not your gut.

Estimated vs. actual on every job, tied to payroll. See exactly where you make money and where it leaks.

  • Dashboard KPIs at a glance
  • Funnels & breakdowns, company-wide or per branch
  • A real profit-and-loss view, including expenses
Module · SMS · Email · Chat

Every customer conversation — in one inbox, on-record.

No more deals living on someone's personal phone. Texts, emails, and chat — templated, branded, and fully logged.

  • Unified manager ↔ customer inbox
  • SMS & email templates with merge variables
  • Prepaid SMS wallet — texting costs you can see
Unified inbox
Messages / unified inbox
Storage management
Storage facilities / units board
Module · Storage

Storage that bills itself, month after month.

A predictable, recurring revenue line — without tracking units in a spreadsheet or leaking a monthly charge.

  • Facilities & units catalog with availability
  • Recurring billing with automatic past-due handling
  • Storage-in-transit agreements tied to a move
06 · Built for every role

A moving company isn't one buyer. Everyone gets their own reason to love it.

For the

Owner / GM

The whole business on one screen — real P&L, pipeline visibility, automatic payroll, and multi-branch control from one source of truth.

The win — run on numbers, protect margin, scale with control.
For the

Sales & estimators

Quote first, win more. AI video estimates in minutes, consistent pricing across every rep, lead scoring, and follow-ups that never forget.

The win — a higher close rate, and no lead left behind.
For the

Ops & dispatch

More jobs per truck. A dispatch board with conflict protection, calendar sync, fleet management, and live field visibility from the foreman app.

The win — higher utilization and a day that runs on plan.
For the

Office & admin

No paper, no chasing. Digital DOT contracts with e-signatures, deposits and five processors, automatic payroll, and a clean claims trail.

The win — clean records and accurate payroll, zero double-entry.
For the

Marketing

More leads, a stronger brand. An embeddable quote widget, full white-label branding, automatic review capture, and funnel analytics.

The win — more inbound leads and a measurable funnel.
For the

Foreman & crew

Get the job done, anywhere. Today's jobs on your phone, the whole contract completed on-site, and full offline mode that syncs itself.

The win — finish every job cleanly, nothing to redo.
07 · Right-sized for you

From one truck to twenty locations — it grows with you.

Solo & small

Starter

One truck, off paper overnight.

  • +AI estimates let one person quote like a whole sales team
  • +Online booking & digital contracts
  • +A portal that makes you look far bigger than you are

Growing

Professional

Multiple trucks, one location.

  • +Dispatch, scheduling & the field app as your crew climbs
  • +Automate payroll, commissions & follow-ups
  • +Analytics & P&L to steer the growth

Multi-branch

Enterprise

Franchises & many locations.

  • +Each branch its own hub — crew, trucks, storage, payroll
  • +Per-branch P&L, scoped access & auto lead routing
  • +True white-label on your own domain, isolated data
08 · The bottom line

Built to move the numbers you actually watch.

Close more jobs

Quote in minutes with AI video, and never let a lead go cold.

Protect your margin

Measure cubic feet accurately, and see estimated vs. actual on every job.

More jobs per truck

Dispatch, scheduling, and a field app that keep crews moving.

Control labor cost

Automatic payroll and commissions off the jobs you already ran.

Get paid faster

Deposits up front, and payments on your own processors.

Lower legal risk

DOT e-signed contracts, damage photos, and claims tracking.

Scale without chaos

Multi-branch separation and true white-label on your own domain.

Run on numbers

KPIs, funnels, and a real profit-and-loss view — not gut feel.

09 · What others don't have

The all-in-one platform incumbents can't match — with AI they don't have.

01
AI that measures, not just shows

Real cubic feet from a phone video — the difference between a guess and a number you can stand behind.

02
Truly all-in-one

Lead to payroll under one login and one source of truth. No integration tax, no data re-keyed between systems.

03
Inventory flows into the contract

The measured AI inventory prefills the DOT Bill of Lading — your estimate and your paperwork are the same data.

04
A field app with no-signal mode

Offline-first with guaranteed sync — the crew is never blocked in a basement or a dead zone.

05
Your payment processors, not ours

Five gateways on your own merchant accounts — never locked in.

06
True white-label, real data isolation

Your own domain and branding, with every company in its own isolated database.

Security & compliance

Enterprise-grade, from day one.

Tenant isolation — each company's data in its own database
PCI-safe payments — we never store card numbers
Encryption & 2FA — in transit, at rest, and on admin logins
DOT/FMCSA-aligned — documents with a full audit trail
The full checklist

Everything included.

AI video estimates Live filming coach Multi-service pricing engine Requests & job pipeline Client CRM, ratings & notes Website quote widget Follow-ups & lead scoring Deposits & 5 payment processors Digital DOT BoL + e-signatures Damage photos + claims Scheduling & dispatch board Calendar sync Fleet & vehicles Offline foreman app Payroll & commissions Storage & recurring billing Customer portal (passwordless) SMS + email + chat Multi-branch, per-branch P&L White-label & custom domain Roles, permissions & 2FA Analytics, funnels & P&L Support tickets & knowledge base Deep per-company settings
One platform. One source of truth.

Ready to transform your moving business?

Start a free 14-day trial — full access, nothing charged until it ends. Or book a demo and we'll walk through it on your own jobs.

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