Interactive AI Move Summary

What It Does

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.

Why It Matters

Faster Quotes, Fewer Estimation Errors

• ✓ Three crew scenarios, one click. See exactly how pack, load, and unload hours change with different crew sizes. A recent 8,800+ cu ft interstate move showed the difference between a 5-person crew (66 hours) and a 7-person crew (47 hours) — your estimator sees that instantly.
• ★ Risk flags surface before the quote goes out. The AI identifies potential issues: extreme volume requiring multiple trucks, high concentrations of 2-man items increasing labor density, or stairs and long carries at both ends compounding cycle time. Reps see these before the customer sees a price.
• ⚠ Estimates stay accurate as inventory changes. Rep adds three items the customer forgot? Removes a room that isn’t moving? Hit Recalculate and the crew hours and truck count update from the current inventory. No manual spreadsheet work.
• ⚙ Show your work. Every estimate is backed by visible assumptions: base packing rate, loading rate, 2-man penalty minutes, stairs multiplier, long-carry multiplier, specialty penalty, and carton packing time. Your operations team can audit or adjust the model at any time.

How It Works

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.

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.

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.

Key Capabilities

What’s Included