Spend less time on estimates, paperwork, and claims.
Tercero works with moving and relocation companies to learn how a move actually runs through your office: quote requests, calls, estimates, building certificates, paperwork, and claims. Then we automate the repetitive steps beside the moving software you already use, and your office team approves the work.
Where move paperwork eats the day.
- LEADS
Quote request intake
Pull move details from web forms, lead emails, and call notes into a prepared lead, so estimators start with dates, addresses, and move size.
- ESTIMATE
Estimate preparation
Turn survey notes and inventory lists into a prepared estimate for the estimator to review and send.
- COI
Building certificates
Read building management requests and prepare the certificate of insurance with the right holder and requirements for approval.
- BOL
Bills of lading & inventories
Carry customer, address, and service details into the bill of lading and inventory paperwork so no one fills in the same fields twice.
- CLAIMS
Damage claims
Organize claim forms, photos, and inventory records by move so the claims team starts from a complete file.
- BILLING
Final & storage invoices
Match completed-move paperwork to the estimate and prepare final and recurring storage invoices for review.
Every engagement starts with one of these, chosen with the people who do the work and measured before anything expands.
What could your office do with the time back?
Set how many repetitive tasks your office handles: quote requests, estimates, certificates, paperwork, and claims. This illustrative model translates them into time for customers, booking, and exceptions.
Illustrative model assumes 8 minutes of repetitive preparation saved per task. Actual results depend on the workflow.
hours per month
- Customer follow-up & booking · 35%
- Exception handling · 30%
- Crew & schedule coordination · 20%
- Team development · 15%
Improve how the work flows without replacing your systems.
Instead of handling every email, form, and follow-up by hand, let the repetitive steps happen automatically, then bring your team in where judgment is actually needed.
- IN
Collect automatically
Gather quote requests, call notes, survey notes, building requests, move paperwork, and claim forms into one consistent queue.
- PREP
Prepare automatically
Capture customer, address, date, and inventory details, compare them against the estimate and schedule, and identify what is missing.
- CHECK
Review what matters
Your office team reviews mismatches, missing paperwork, and real exceptions instead of retyping every form.
- OUT
Move approved work forward
After approval, route information into your moving software where integration supports it, or prepare it for the forms, exports, and spreadsheets already in use.
Built with your team, not handed to it.
- 01LISTEN
Workflow Assessment
Spend time with the people doing the work, from the emails and calls to the handoffs, and establish a baseline together.
- 02ALIGN
ROI Blueprint
Define the automation boundary, pilot cost, expected savings, timeline, and controls.
- 03PROVE
Build, Measure & Expand
Build beside your team, adjust from their feedback, and expand only after the results are proven.