Call workflow
Moving company answering service with lead qualification
Moving-company lead qualification needs the move scope and practical constraints clearly stated. Revo can collect those details while the office handles another caller. Keep a new estimate request separate from an active booking or a question about an agreed move; intake is not a guarantee of price, crew availability or handling arrangements.
Capture the origin and destination areas, property types, preferred move period and access descriptions already known by the caller. Identify who is authorized to arrange the move. Record broad item or service categories relevant to the company’s approved questions without requesting a sensitive inventory of personal belongings.
Booking and team transfers depend on the selected plan and supported configuration. A requested time is not a confirmed appointment. Apply your business’s actual hours, approved contacts and fallback rules.
Do not approve access, promise handling of a particular item, confirm availability or invent a binding estimate. The business decides what survey, information, service scope and arrangements are needed.
Information to collect
- Name and reliable callback number
- Origin/destination locations and authorized contact
- Property types and known access arrangements
- Preferred move period and broad service scope
- New estimate request or existing booking/reference
- Assigned follow-up owner and open arrangement questions
Can a move-date preference be treated as a confirmed booking?
No. Record the preference and relevant scope. The company confirms availability and the agreement through its actual process; supported booking configuration does not replace scope review.
Related guidance: Lead qualification Appointment booking Call disposition
Current product scope: Revo answering workflow and plans and configuration.