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VirtualEstimate

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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G ★★★★★ 1670 reviews
Virtual Estimate CRM

[ platform overview ]

Everything your moving business needs

Virtual Estimate CRM Platform

Lead Management

Full pipeline with client info, moving details, inventory, follow-ups, notes, and invoices in organized tabs.

Dispatch & Calendar

Visual calendar with drag-and-drop scheduling, crew assignments, and route planning at a glance.

Analytics & Reports

Comprehensive reports on revenue, leads, conversion rates, crew productivity, and performance trends.

Security & Reliability

Enterprise-grade security with data encryption, role-based access control, and 99.9% uptime guarantee.

85%

Faster Estimates

AI scanning cuts estimate time from hours to minutes.

2x

More Bookings

Automated follow-ups double your conversion rate.

15h

Saved Per Week

Automation frees your team for higher-value work.

+40%

Revenue Growth

Accurate estimates and zero missed leads drive growth.

The unique selling points & advantages of our platform

All the tools to manage and grow your moving business

Dashboard

Real-time overview of your entire business — leads, jobs, revenue, crew performance, and key metrics all on one screen.

Requests & Leads

Full lead pipeline with client info, moving details, inventory, follow-ups, notes, logs, and invoice management.

Jobs Calendar

Visual calendar for all scheduled jobs. Drag and drop scheduling, crew assignments, and route planning.

Dispatch & Crew

Assign crews to jobs, manage trucks and equipment, track routes, and handle crew schedules from one hub.

Messages

Built-in messaging center for customer communication. Email, SMS, and in-app notifications all in one inbox.

Follow-Up Automation

Automated follow-up sequences with customizable triggers, timing, and templates. Never miss a lead again.

Storage Management

Track storage units, warehouses, and client items. Full inventory management with location tracking.

Client Portal

Self-service portal where clients can view estimates, track moves, sign documents, and make payments.

[ request management ]

Every detail of every job,
organized and accessible

Each request in Virtual Estimate is a complete workspace. From client contact info and moving details to inventory lists, follow-up history, and invoices — everything is organized in intuitive tabs so your team can work faster and smarter.

Client Info & Communication
Moving Details & Requirements
Room-by-room Inventory
AI Video Walkthroughs
Follow-Up & Reminders
Notes, Logs & Audit Trail
Request Management
Dispatch & Calendar

[ dispatch & scheduling ]

Schedule, assign, and track
every job in real time

Our visual jobs calendar and dispatch board give you complete control over your operations. Drag and drop to reschedule, assign crews with one click, and track every truck in real time.

Visual drag-and-drop jobs calendar
One-click crew and truck assignment
Route optimization and mapping
Real-time job status tracking
Crew availability and scheduling
Automatic conflict detection

[ ai scanning ]

AI Video Analysis that
transforms your estimates

AI Room Scanning

Point your phone at any room and let our AI instantly identify, count, and catalog every item. No clipboards. No guesswork. Just accurate, professional estimates in minutes.

What used to take 2+ hours with manual surveys now takes just 10 minutes with AI-powered scanning. Your clients record a quick video walkthrough, and our technology handles the rest — delivering precise inventory and cost estimates automatically.

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[ billing & reporting ]

Get paid faster. Know your numbers.

Professional invoicing, online payments, and real-time reporting give you complete financial visibility and control.

Billing

Professional invoice generation
Online payment processing (Stripe, ACH)
QuickBooks & accounting sync
Deposit and partial payment tracking
Automatic payment reminders
Tax calculations and compliance

Reporting

Revenue and profit dashboards
Lead conversion analytics
Crew productivity tracking
Job profitability reports
Customizable date ranges and filters
Export to CSV and PDF
Billing & Reporting
Client Portal

[ client experience ]

A premium experience
for your customers

Give your clients a branded self-service portal where they can view estimates, track their move, upload video walkthroughs, sign documents electronically, and make payments — all without a single phone call.

Branded client-facing portal
Online estimate viewing and approval
Video upload for AI scanning
Electronic document signing
Real-time move tracking
Online payment processing
Communication history

Configure everything to fit your business

Virtual Estimate adapts to your workflow — not the other way around. Customize every aspect of the platform.

01

Company Profile

Business info, logos, branding, and contact details

02

Service Areas

Define zip codes, regions, and service boundaries

03

Pricing Rules

Hourly rates, flat fees, distance-based pricing, and surcharges

04

Team & Permissions

User roles, access levels, and team member management

05

Email Templates

Customizable email and SMS templates for every stage

06

Integrations

Connect with QuickBooks, Stripe, Google, and 10+ tools

07

Notifications

Email, SMS, and push notification preferences

08

Workflows

Custom job statuses, pipeline stages, and automation rules

500+ moving companies trust Virtual Estimate

Ready to transform your
moving business?

One platform. Every feature. Zero chaos.

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