
Bring moving estimates, service details, documents and move coordination into a connected workflow. See how VelocityOS can fit your survey, sales and operations processes in a demonstration using your own move scenario.
VelocityOS supports relocation teams working across pricing, quoting, customer communication and move operations. The right configuration depends on the services you sell, the information gathered during surveys and the systems your team already uses. In a product demonstration, follow one move from survey findings to an estimate, then check how a change in inventory, access or requested services is reviewed and passed to the coordinator.
A consistent move record begins with a clear survey. Download the pre-move survey and inventory template to identify the household goods, access requirements, requested services and open questions your team would need to carry into an estimate. In a VelocityOS demo, use a completed example to review the proposed handoff for your workflow.
Bring an example move with an initial inventory, access notes and at least one change after the first estimate. Ask to see how the proposed VelocityOS setup handles each step.
| Stage | What to show in the demo | What the buyer should verify |
|---|---|---|
| Survey intake | Move details, inventory basis, access and requested services | Which fields are captured, required or still unconfirmed? |
| Estimate preparation | Charges, assumptions, inclusions and exclusions | Can the estimator trace the price back to the recorded scope? |
| Scope change | A revised inventory, date or access requirement | What changes in the estimate, and is the earlier version retained? |
| Acceptance | The version and services the customer accepts | Which details become the working scope for operations? |
| Move handoff | The record received by the coordinator | Are outstanding questions and special instructions visible to the owner? |
Example output to inspect: a customer-ready estimate showing the surveyed inventory basis, selected services, stated assumptions, excluded work and a version identifier. Then inspect the related internal move record to confirm that the coordinator sees the accepted scope and any unresolved items. Ask the team to demonstrate these outputs in the configuration being proposed for your business.
VALUE PROPOSITION
Accelerate responses with real-time quotes and smart routing options. Close more deals with tools designed to drive conversions.
Leverage a fully digital flow with complete customer visibility and AI-powered engagement tools to drive repeat business.
Integrate seamlessly with your CRM and bring all your data. Close deals faster with intelligent suggestions and historical context.
Track every lead movement from quote to booking in one view. Use smart dashboards and nudges to stay on top of every opportunity.
Cut operational overhead by minimizing manual emails and tasks. Collaborate effortlessly via integrated systems.
Ensure clean, consistent, and up-to-date data with real-time sync across your TMS. Eliminate duplicate entries and reduce human error.
Manage delays, re-routes, and documentation issues faster using centralized case tracking and automated alerts.
Deliver proactive service with milestone tracking, real-time updates, and seamless document sharing, all from one dashboard.
Give your customers instant quotes and 24/7 access to bookings, eliminating delays caused by manual responses.
Generate personalized quotes and share branded PDFs in seconds, empowering customers to make quick, informed decisions.
Keep customers in the loop with live shipment tracking and milestone notifications, ensuring transparency and peace of mind.
Build long-term trust by offering reliable, cost-effective service that consistently meets customer expectations.
Upload and access all your spot, contract, and historical rates in one unified dashboard, organized and ready for quick quoting.
Seamlessly connect via API or onboard providers to upload rates. Manage all your sourcing from a single platform.
Fill in missing local and drayage charges using our agent network. Let the AI recommend optimal rate combinations.
Leverage network-published rates or contribute your own to expand reach across modes, regions, and trade lanes.
SINGLE VIEW FOR ALL YOUR RATES
Centralize relocation tariffs, agent rates, accessorials (packing, stairs, shuttle, long carry), and origin/destination service charges, so every estimate is consistent and margin-controlled.
FROM 24HRS TO 2 SECS - QUOTE SMARTER, CLOSE FASTER
Power up your offering with our multi-modal quote engine. Configure custom contracts, segment pricing by customer type, and share polished quote PDFs, all in seconds.
OPTIMIZE SALES EFFORTS BY UP TO 40%
Bring estimates, bookings, documents, and move updates together in one branded relocation portal.
ZERO TAB-HOPING
Get a live snapshot of your shipments, team actions and exceptions. No more toggling between tabs or chasing updates.
REDUCE RESPONSE TIME BY 60%
Seamlessly integrate with your existing systems to unify leads, quotes, and bookings, fueling faster go-to-market execution.
500000 +
RATES AVAILABLE
100000 +
SHIPMENTS PROCESSED
300000 +
REGISTERED CUSTOMERS
Velocity helps relocation teams run end-to-end household goods moves with the structure and visibility you need to manage complex requirements across origin, transit, and destination. Standardize how you estimate, book, and execute relocations hile keeping move coordinators, agents, and customers aligned in one operational flow.
What This Supports for Relocation Companies:
Bring your current survey form and a completed example. In the demo, check how inventory, access, dates, services and unconfirmed details would be recorded and passed to the estimator. Confirm any configuration work needed for your process.
Ask to see a revised inventory or service requirement applied to an example job. Check the resulting estimate version, approvals, customer-facing changes and information passed to the move coordinator.
Review the specific systems and records involved. Confirm which data can move, which system owns each field, what integration or configuration is required and how failed updates would be handled.
Bring a survey form, an estimate with inclusions and exclusions, a scope change, and the move details your coordinator needs after acceptance. These examples make it easier to evaluate the proposed setup against your actual work.
Bring a representative move, your current survey form and an example of an estimate that needed revision. We can use them to review the proposed workflow, identify configuration or integration dependencies and show the records your sales and operations teams would use.