Make it easy to start
Send your company’s private survey link. Customers record in their browser.
Video surveys for moving companies
See the move.
Before moving day.
Collect a walkthrough, review the inventory, and prepare the details for your CRM.
No app download People approve the inventory Keep your CRM
Example surveyRooms
One walkthrough.
A room-by-room view.
Inventory review
See the evidence behind each item.
Living room
Evidence still
Example walkthrough frame00:19
Room inventory
8 lines- Quantity: 1Example video timestamp: 00:19Sofa · 3-seatMoving blanket
- Quantity: 2Example video timestamp: 00:22ArmchairMoving blanket
- Quantity: 1Example video timestamp: 00:26Coffee tableMoving blanket
- Quantity: 6Example video timestamp: 00:43Shelf décor / vasesConfirm with customer
Showing 4 of 8 example lines
7 reviewed lines1 to check
Showing the living room example: 8 inventory lines, 1 to check.
One walkthrough. Room-by-room detail. Your team in control.
Keep people in the loop
AI drafts the inventory. Customers and your team review it before approval.
Work with your CRM
Export the approved inventory. Direct delivery needs a tested connection.
The survey, from start to finish
A simple path from video to inventory.
Explore the steps your customer and team will take.
Example surveyOne walkthrough. Four steps.
QC-0427101Customer walkthrough
Record the home once.
Open your company’s link to record one walkthrough. Pause, resume, and upload without recording each room separately.
Illustrative product walkthrough · Illustrative product sample · no live account data
Northline Moving Co. · secure survey
Northline Moving Co.Private survey · QC-04271
Recording · 00:19Keep walking through the homeLiving room2 of 5 spaces
One continuous walkthrough · pause when you need to.
RecordingOne continuous walkthrough
04:15 source · Uploaded · processing complete
LIVLiving roomKITKitchenBEDPrimary bedroomOFFOfficeGARGarage
No app · private link · resumable upload
01 / For your customers
A walkthrough, on their schedule.
Your branding. Their browser. A guided survey they can come back to.
Northline Moving Co.Private survey · QC-04271
Your move survey
Record the home once.
Walk through each space in one continuous recording. No app download needed.
- Move date
- October 14, 2026
- Route
- Phoenix, AZ → Portland, OR
Example customer experience
Easy to start. Easy to pick up again.
Customers see your company’s branding, record their home, and check the inventory before sharing it with your team.
- No app download
- One private link
- Resume interrupted uploads
- Review only what needs attention
- Contact the mover directly
Northline Moving Co.Phoenix, AZ → Portland, OROctober 14, 2026
02 / For your team
See the detail behind each item.
Open the video timestamp, check a quantity, and resolve questions before approving the inventory.
Inventory QA · illustrative product walkthrough
Approval blockedReview the line that needs a human decision.
Evidence viewer 00:19
Illustrative evidence frame Shelf décor / vasesSelected inventory rowShelf décor / vases
Needs mappingLiving room · evidence 00:43
Shelf décor / vases
Ambiguous cluster; evidence retained for review.
- Quantity
- 6
- Packing
- Small carton · fragile
- Suggested cube
- 6 ft³
- Suggested weight
- 18 lb
Exception panelNeeds review
Shelf décor / vases
The source frame shows a cluster that needs a reviewer decision before approval.
Fixed property excludedWall-mounted TV bracketNot included in 441 ft³ move totals
Approval remains blockedResolve the exception before approval.
03 / For the next step
Less retyping. More useful detail.
Export the approved rooms, items, packing notes, and video references. Your CRM keeps the official prices and jobs.
Approved package · illustrative product walkthrough
Export-compatibleThe details your team needs, ready to export.
Approved inventory resultNorthline Moving Co. · Maya ChenPhoenix, AZ → Portland, OR · October 14, 2026
Customer-approvedRooms5
Item lines20
Pieces35
Cube441 ft³
Weight1,365 lb
Exceptions1
Packing notes retained Evidence links retained Fixed-property exclusion retained
Delivery packageCRM-ready result
PDFCSVJSONSecure report
Named destinationSmartMoving
SMARTMOVING · MOCKEDExport compatible · UNVERIFIED
Download approved exportHelp getting started
We set up. You approve.
We help with branding, access, and your CRM connection. You review the setup before going live.
Operator setup · illustrative product walkthroughSet up the company’s workflow.
Demo companyOne account in setup
The owner must approve setup before customer delivery starts.
Branding → catalog mapping
- CompanyReady
- BrandingReady
- 03CRMPending
- 04Catalog mappingPending
- 05Survey deliveryPending
- 06Test surveyPending
- 07Launch approvalPending
Verify CRM delivery
Northline Moving Co. chooses the CRM path and reviews the first test survey before launch.
- CRM access is not verified in this example
- Match inventory items to your catalog
- Owner approves the test survey
Fits around your business
Your CRM stays at the center.
Start with exports. Turn on direct delivery only after your connection has been tested.
CRM-ready export
Download PDF, CSV, JSON, and secure report outputs from the approved package.
Native connection
Available after your account's access, field mapping, retries, and live tests pass.
Pricing stays external
Your CRM keeps official rates, estimates, signatures, and jobs.
Privacy and control
Private by design. Reviewed by people.
Private walkthroughs, clear permissions, and a review before sharing. See how access, retention, and deletion work.
Example access settingsPrivate links. Clear permissions.
QC-04271Shared with the right people.
Private customer linkThis private link opens one survey only.
Company reviewNorthline Moving Co. sees the inventory after customer approval.
Retention and deletionRetention and deletion follow the configured policy.
Access stays limited.
- Customer controls walkthrough and approval
- Evidence frame and timestamp stay attached
- Official pricing remains in the selected CRM workflow
- Current policy details live in the trust center
A few more details
Common questions
Does the customer install an app?
No. Customers record a walkthrough in their mobile browser. They can return using the same private link while it remains available.
What does QuoteCortex produce?
A room-by-room inventory with quantities, packing notes, suggested cube and weight, video timestamps, and items to review.
What happens when an item is uncertain?
It stays flagged with its video timestamp until a mover or operator reviews it before approval.
Does QuoteCortex replace our CRM?
No. QuoteCortex prepares the survey and inventory. Your CRM keeps official prices, estimates, signatures, bookings, and jobs.
Is CRM delivery automatic?
Only after your account's connection is tested. Otherwise, download the approved export files.
How is walkthrough media handled?
The original walkthrough stays private and linked to the survey. Retention and deletion follow the configured workflow and the current published policy.
Take a closer look
Make your next survey simpler.
Bring your questions and your current workflow. We’ll show you where QuoteCortex fits.