A Complete Move Playbook, Generated by AI

After the AI builds your inventory, it goes one step further: it generates a full Move Summary with crew size recommendations, truck counts, packing/loading/unloading hour estimates, risk flags, and actionable tips for your estimator. Three crew scenarios let you compare labor costs at a glance.

The summary isn’t static. When your rep edits the inventory — adding items, changing quantities, reassigning cartons — the Recalculate button recomputes crew hours and truck counts from the live data. The math is transparent: every assumption (packing rate per person-hour, stairs multiplier, long-carry penalty) is visible and auditable.

HomeSurvey.ai AI Move Summary dashboard showing move complexity score, condition badges for stairs and long carry, and volume distribution charts by room for a virtual moving survey

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From Inventory to Estimate-Ready Playbook

1

AI Analyzes the Full Inventory

After consolidation, the AI reads the complete inventory across all rooms: shipped items, excluded items, carton counts (CP vs. PBO), handling tags (2-man, heavy, fragile, needs-crate), voice-note exclusions, and questionnaire responses including access details.

2

Move Summary Generated

The AI produces a structured summary: move scope bullets, estimator tips, customer priorities, risk flags, room-by-room summaries, and a crew-and-duration playbook with three crew scenarios. For military moves, a dedicated pro-gear section breaks down M-PRO and S-PRO weights against allowances.

AI-generated Move Day Playbook showing crew size scenarios with pack, load, and unload hours — automated moving estimate calculator by HomeSurvey.ai
3

Rep Reviews in the Dashboard

Click the AI button in the dashboard header to open the Move Summary overlay. Sections include a complexity score gauge (1–10), condition badges (stairs, long carry, TVs, 2-man items), volume breakdowns by room, and the full Move Day Playbook with crew scenarios.

4

Edit Inventory, Then Recalculate

When the rep changes the inventory — adding items, adjusting quantities, moving items between cartons — the dashboard totals update in real time. Click Recalculate in the playbook section and the crew hours, truck count, and scenarios recompute from the live data using the AI’s pre-built assumptions.

Live recalculated Move Day Playbook with updated crew scenarios after inventory edits — real-time moving estimate updates in HomeSurvey.ai
5

View Assumptions for Full Transparency

Click “View assumptions” to see every rate the AI used: base pack/load/unload rates per person-hour, 2-man penalty minutes, stairs and long-carry multipliers, specialty item penalties, carton packing times, and truck capacity. Reset to the original AI values at any time.

What’s Included

3 Crew Scenarios

Recommended crew size plus one above and one below. Each scenario shows pack, load, and unload hours separately so you can price labor accurately.

Live Recalculate

One click recomputes crew hours and truck counts from the current inventory. Reads live volume, 2-man count, specialty count, and CP/PBO carton breakdown.

Risk Flags

AI-generated warnings about potential issues: extreme volume, high 2-man density, stairs + long carry compounding, or shuttle requirements for tight access.

Estimator Tips

Actionable, move-specific advice for the sales rep. “Plan for multi-day load with 6+ crew.” “Safe in laundry room requires specialized equipment.”

Room Summaries

Per-room content summaries highlighting notable items, handling requirements, exclusions, and estimator notes. Click any room to jump to its inventory.

Transparent Assumptions

Every rate visible: packing rate (cu ft/person-hr), loading rate, 2-man penalty (minutes), stairs multiplier, long-carry multiplier, truck capacity (cu ft).