Settings
In-home estimates settings
How long an estimator's visit blocks their schedule, which moves are big enough to get one, and whether the drive counts on the schedule.
- 1 min read
- Checked against MoveBoard
- For owners & admins
Settings › Sales & orders › In-home estimates sets the rules for an estimator's visit to the customer. How to book, move and call off a visit is in In-home and virtual estimates.
Before you start
Anyone who can open Settings can change this page. The first card is kept per move type — pick the move type at the top.
The fields
In-Home Settings (per move type)
| Field | What it does |
|---|---|
| Default hours to block per survey | How many hours a new visit holds on the estimator's schedule (00–23). |
| Allow in-home survey if move is over | The smallest move size that may have a visit. Below it, the order's Services button for a visit is greyed. |
| and/or (size box) | The same limit as a volume (cu ft, or your move unit). |
The estimator's schedule (the whole branch)
- Add travel time to the estimator's schedule — on, an in-home visit also holds the estimator for the drive from your parking address to the customer and back. The drive shows on the schedule and counts when MoveBoard checks for overlapping visits. Virtual estimates never have travel. A new company starts with it off.
Change and save
- Pick the move type and change the fields. A changed field shows a gold changed tag; press it to put that field back.
- Optional: Copy to other move types puts these values on the other move types (it asks first).
- Press Save.
Also used by
Your website quote form offers online booking of an estimate visit using these rules — see Quote forms.
Related guides
- Leads & salesIn-home and virtual estimatesBook an estimator's visit — at the customer's home or on a video call — move it, call it off, and see who's free on the estimators' schedule.
- SettingsQuote formsDesign your website's quote forms on the live form, set what happens after a quote is sent, and install the forms on your website.
- SettingsMove SizeThe page that lists your room sizes and bedroom (move) sizes, how big each one is, and which rooms each size usually holds.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.