Business setup · Home & field services

Moving company

Free home surveys, itemised moving quotes, a deposit that locks the date and a checklist two days before the move.

modules
11
agents
3
workflows
2
sample services
8
site pages
4

What Era prepares for this business

For a home-moving company: a request becomes a free survey at the customer’s home, the survey becomes an itemised quote (flat size, floors, lift, packing, insurance), a deposit locks the date, the rest is due on the day, and two days before the move the customer gets a preparation checklist. The website takes quote requests and a review is asked for when the last box is in.

Modules11

  • Home service
  • Appointments
  • Sales
  • Quotes
  • Invoices
  • Inbox
  • Website
  • Forms
  • Dashboards
  • Workflows
  • AI

Agents3

  • Survey booker

    Answers price questions and books the free home survey.

  • Moving quote writer

    Turns the surveyor’s notes into an itemised draft quote.

  • Collections follow-up

    Chases overdue invoices politely so customers pay without the owner having to ask.

Sample services and prices8

Comes with the setup; swap in your own prices.

Free home survey45 min₺0
1+1 move within the city (packed)360 min₺14,000
2+1 move within the city (packed)480 min₺22,000
3+1 move within the city (packed)540 min₺30,000
External furniture lift120 min₺4,500
Packing only240 min₺6,000

+2 more

Work at the customer’s address

Home visits are planned day by day — who goes and when they arrive. When the job is done, the signature and photos join the visit’s record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Moving companyAnother business
  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Home service
    • Appointments
    • Sales
    • Quotes
    • 3 agents
  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect
  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Survey bookerReady
    • Moving quote writerReady
    • Collections follow-upReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Moving company

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era