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Moving quote template

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Moving quote template

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Pick a look — your initials go in automaticallySee all looks

What goes on a moving quote

Commercial and surveyed moves are quoted, because the customer wants one number and has usually been told to get three. The risk sits entirely in access and timing, so the quote has to say what it assumed about both and what happens when the building has other ideas.

  • Both addresses, the date, and the time window
  • The surveyed volume, and what the survey included
  • The crew, the vehicles, and the hours allowed
  • Access: lifts booked, loading bays, out-of-hours restrictions
  • Packing and unpacking, crate hire, and when crates arrive and are collected
  • Insurance in transit, and the limit per item
  • The fixed price, the payment terms, and both signatures

The sample line items and example prices this sheet opens with are on the moving invoice template — the same table, which is about the trade rather than about this paper, so it lives in one place rather than on all six. Working out the price itself? The markup calculator turns your cost and markup into the figure to put on the quote, and shows the margin it leaves.

What you get

A moving quote template filled in and ready to send: 3 movers (hours), truck & fuel and boxes & wrap each on their own line, with the tax and the total worked out underneath.
What a moving quote looks like when it is finished. Your business name, your logo and your own prices go in place of these.

A PDF, and a link your customer can open in any browser. Word and Excel versions are not available yet — if a spreadsheet is what you need, this is not yet the tool for it, and saying so is cheaper for both of us than you finding out after typing everything in.

Pick how it looks

Six looks, from a plain classic sheet through a bold top band to a shop ticket, and your initials go on automatically until you upload a logo. See all six.

How to send it

Most customers want the paper on their phone, so the quote goes out by WhatsApp, text or email, or as a link that needs no app and no account on their side. Or download the PDF to print it or keep it for your own records.

Questions

What should a commercial quote say about lifts?

Who has booked them, and for how long. An office move with one shared lift and no booking is a day that will not finish, and by the time it happens it is nobody’s fault. Put it on the quote as a condition of the price.

How should insurance be described?

With a per-item limit, not just a total. A customer with one expensive thing needs to know whether it is covered, and finding a two-thousand-dollar cap after a piano is damaged is the worst possible moment. Say the limit, and say how to raise it.

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