Customer
The mover sends one private branded link. The customer records one continuous walkthrough, pauses or resumes, and reviews exceptions before approval.
How it works
A clear path from a customer's phone to your next move.
Every state has a person and a purpose. The customer captures, the mover reviews, the operator configures, and the CRM remains the official business workflow.
Four perspectives
The same source, understood by every team.
Mover employee
The team sees rooms, candidates, quantities, packing notes, and evidence timestamps in a reviewable inventory rather than a flattened summary.
QuoteCortex operator
An operator configures identity, CRM fields, catalog mapping, test survey, and the go-live boundary with the moving company.
CRM handoff
The approved package is delivered through the proven path for that account: native only when proven, otherwise lead/report or export compatible.
Product sequence
Choose the state you want to understand.
Customer walkthrough
A private link keeps the customer moving.
The mover sends one branded link. The customer records one continuous walkthrough, pauses when needed, and resumes without another in-home appointment.
Illustrative product sample · customer-controlled review
Customer walkthrough00:19 / 04:15
Private branded link One continuous walkthrough
Illustrative product sampleStep 1 of 3 · choose a step to inspect the handoff
What changes hands
Nothing important disappears between steps.
| Stage | Owner | Visible output | Boundary |
|---|---|---|---|
| Capture | Customer | One continuous walkthrough | No live-AI camera claim |
| Review | Mover / operator | Room and item inventory with exceptions | Uncertainty stays visible |
| Approval | Customer | Current inventory version | Not a price or booking approval |
| Handoff | Mover workflow | Export-compatible package | CRM remains official pricing owner |
At the customer step
A short notice before the recording starts.
Record only what the mover needs. The customer should be authorized to record the property, avoid people who have not agreed, and keep IDs, financial papers, passwords, medical documents, and unrelated sensitive material out of frame. The full participant notice and retention path are linked from the survey introduction.
The honest promise
A better survey layer, with your workflow still in charge.
- One continuous walkthrough, not room-by-room recording prompts.
- Human and customer review before an approved result leaves the survey.
- CRM-ready export without implying automatic synchronization.