Know which local home move leads are worth a survey
Ask every local mover about bedroom count, access challenges like stairs or elevators, and any pianos, safes, or gym equipment — with photos attached — before you commit a crew and truck to the job.
The exact intake your local home move leads complete
This is the real 8-question guided intake for Local Home Move — the same flow your customers finish before you ever pick up the phone.
What a qualified local home move lead should tell you
A move of household belongings between two addresses within the same local area, typically priced by crew size and hours rather than mileage, where the intake needs to establish bedroom count, access conditions, and any special-handling items.
- Location Moving Out
- How Many Bedrooms Worth
- Destination Address Within Same
- Move Happen
- There Any Large Or
- Either Location Have Access
- Packing Services In Addition
- Authorized Schedule And Confirm
The questions your team needs answered
Every local home move intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of location are you moving out of? | The type of location being vacated (apartment, house, condo, storage unit) affects loading conditions and equipment needs. |
| Approximately how many bedrooms worth of belongings are being moved? | Bedroom count is the primary driver of crew size and truck capacity, and it's weighted directly into the lead score. |
| Is the destination address within the same local area as the pickup address? | Confirming both addresses are in the same local area separates a true local job from one that should be routed as long-distance. |
| When do you need the move to happen? | Timing indicates how soon a slot needs to be held and helps prioritize scheduling against other requests. |
| Are there any large or special items such as pianos, safes, or gym equipment? | Large or special items like pianos or safes change equipment and manpower needs that a standard crew size wouldn't cover. |
| Does either location have access challenges such as stairs, elevators, or long carry distances? | Stairs, elevators, or long carry distances add labor time that should be reflected in the quote and crew plan before the move date. |
| Do you need packing services in addition to loading and transport? | Separates real opportunities from leads that aren’t a fit yet. |
| Are you authorized to schedule and confirm this move? | Confirming the respondent can actually schedule the move prevents booking a survey with someone who isn't the decision-maker. |
How Cliont scores local home move leads
Every answer is weighted automatically — no manual review required.
Value signals
- Studio or 1 bedroom
- 2 bedrooms
- 3 bedrooms
- 4 or more bedrooms
- Destination Address Within Same: yes
- Authorized Schedule And Confirm: yes
See the lead your team receives
Local Home Move Lead
From first click to qualified lead
Follow homeowners and property managers through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for local home move workflows
| Cliont capability | Local Home Move application |
|---|---|
| Photo upload widget | Collects images of pianos, safes, or gym equipment flagged in the intake so your crew arrives with the right equipment and headcount. |
| Lead scoring engine | Weights bedroom count, whether the move is truly local, and scheduling authorization into a single score so dispatch can prioritize which leads to survey first. |
| Video intake widget | Lets a customer walk the camera through stairs, elevators, or long carry distances so access conditions are visible before a truck is booked. |
| CRM routing | Sends jobs with a confirmed same-local-area answer and scheduling authorization straight to your CRM as survey-ready, instead of sitting in a shared inbox. |
Common local home move lead scenarios
Full 4-bedroom house move
The bedroom-count question flags a large job early, so your team can size the crew and truck before ever calling the lead back.
Move flagged as out-of-area
The pickup and destination aren't in the same local area, so dispatch can catch it before assuming it's a standard local job and route it appropriately.
Piano or safe on the inventory
A yes on large or special items changes the crew and equipment plan, and the intake surfaces it before the truck is loaded, not on arrival.
Third party booking the move
The person filling out the form isn't authorized to confirm scheduling, so the office knows to verify with the actual decision-maker before locking in a survey slot.
Walk-up building, no elevator
Stairs with no elevator access adds carry time and labor that a flat hourly quote wouldn't account for, so the crew estimate can be adjusted upfront.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More residential moving intake templates
Local Home Move lead-intake FAQs
How does the intake help us size the crew before we call the lead back?
The bedroom-count question gives a direct read on job size, and combined with the access-challenge and special-item answers, your office can put together a rough crew and truck plan before the first phone call.
What happens if the move turns out not to be local?
The pickup and destination question flags whether both addresses are in the same local area, so a lead that's actually a longer-distance job can be routed to the right service instead of scheduled as local.
Can we catch jobs that need extra manpower before dispatch shows up?
Yes — the special-items question and the access-challenge question (stairs, elevator, long carry) both surface conditions that change labor time, so the crew sent out matches the actual job.
Does the form tell us if the person booking can actually confirm the move?
The authorization question flags whether the person filling out the intake is the one who can schedule and confirm, which matters when a family member or roommate submits the form on someone else's behalf.
How is this different from the Apartment Move intake?
Apartment Move is built around building-specific constraints like loading docks and move-in elevator reservations, while Local Home Move covers the full range of house, condo, and townhome moves sized by bedroom count.
Can customers request packing help through the same form?
Yes, the intake asks directly whether packing services are needed alongside loading and transport, so quotes can reflect the added labor before a survey is scheduled.
Turn local home move visitors into qualified jobs
Give every local home move visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.