AI Matrx Logo

Moving and storage

Galewood Valley Moving & Storage · Moving and storage · Boise, ID

Gideon Vasquez-Hale is the operations manager at Galewood Valley Moving & Storage, a family-run moving and storage company in Boise, and he and his sales coordinator use this each day to carry every household or small office that calls from the first question through a walk-through and a written estimate to a first job on the truck schedule.

ManufacturingIntakeForms4 tables · 6 views · 2 forms · 1 dimension set · 1 booking page · 1 dashboard · 1 notification · 1 stage rule set · 1 agent
Use this template

Intake board

Moving inquiries
New inquiry6
Imogen Tavistock-Pryorimogen.tavistockpryor@treelinemail-service.net(208) 555-0120
Rasmus Okuneyerasmus.okuneye@treelinemail-service.net(208) 555-0123
Beatrix Wolfenden-Friskbeatrix.wolfendenfrisk@treelinemail-service.net(208) 555-0126
Lysander Achebelysander.achebe@treelinemail-service.net(208) 555-0129
Fenella Radkowskifenella.radkowski@treelinemail-service.net(208) 555-0132
1 more
Survey booked4
Calista Yamamoto-Reyescalista.yamamotoreyes@treelinemail-service.net(208) 555-0138
Percival Ngugipercival.ngugi@treelinemail-service.net(208) 555-0141
Saskia Ballantyne-Finnsaskia.ballantynefinn@treelinemail-service.net(208) 555-0144
Harlan Mukherjee & Sons Surveyingharlan.mukherjee@mukherjeesons-surveying.com(208) 555-0147
Estimate sent6
Odessa Wrenfieldodessa.wrenfield@treelinemail-service.net(208) 555-0150
Casper Linnemanncasper.linnemann@treelinemail-service.net(208) 555-0153
Delphine Armitage-Okoyedelphine.armitageokoye@treelinemail-service.net(208) 555-0156
Bartholomew Teixeirabartholomew.teixeira@treelinemail-service.net(208) 555-0159
Greer & Lindholm Dental Laboffice@greerlindholm-dentallab.com(208) 555-0162
1 more
Job booked5
Ignatz Brennaghignatz.brennagh@treelinemail-service.net(208) 555-0168
Thessaly Okonkwo-Brandtthessaly.okonkwobrandt@treelinemail-service.net(208) 555-0171
Leopold Vantongerenleopold.vantongeren@treelinemail-service.net(208) 555-0174
Anneliese Marchetti-Quistanneliese.marchettiquist@treelinemail-service.net(208) 555-0177
Jovan Petrakis-Halejovan.petrakishale@treelinemail-service.net(208) 555-0180
Not a fit3
Rosalind Ferreira-Dunnerosalind.ferreiradunne@treelinemail-service.net(208) 555-0183
Alaric Venkataramanalaric.venkataraman@treelinemail-service.net(208) 555-0186
Sunniva Eggertsdottirsunniva.eggertsdottir@treelinemail-service.net(208) 555-0189

Tables

Moving inquiries

24 sample rows · 20 columns

Every household or office that has asked about a move or storage, from first call to a booked first job.

CustomerEmailPhoneKind of moveSize of the moveHeard about us throughStage
Imogen Tavistock-Pryorimogen.tavistockpryor@treelinemail-service.net(208) 555-0120Local moveTwo bedroomsWebsite formNew inquiry
Rasmus Okuneyerasmus.okuneye@treelinemail-service.net(208) 555-0123Long-distance moveThree bedroomsReferralNew inquiry
Beatrix Wolfenden-Friskbeatrix.wolfendenfrisk@treelinemail-service.net(208) 555-0126Local moveStudio or one bedroomRealtor partnerNew inquiry
Lysander Achebelysander.achebe@treelinemail-service.net(208) 555-0129Storage onlyStudio or one bedroomSearch adNew inquiry
Fenella Radkowskifenella.radkowski@treelinemail-service.net(208) 555-0132Packing and loadingTwo bedroomsPast customerNew inquiry
Torvald Brightwatertorvald.brightwater@treelinemail-service.net(208) 555-0135Local moveThree bedroomsWebsite formNew inquiry
Calista Yamamoto-Reyescalista.yamamotoreyes@treelinemail-service.net(208) 555-0138Local moveThree bedroomsRealtor partnerSurvey booked
Percival Ngugipercival.ngugi@treelinemail-service.net(208) 555-0141Long-distance moveFour or more bedroomsReferralSurvey booked
Saskia Ballantyne-Finnsaskia.ballantynefinn@treelinemail-service.net(208) 555-0144Local moveTwo bedroomsWebsite formSurvey booked
Harlan Mukherjee & Sons Surveyingharlan.mukherjee@mukherjeesons-surveying.com(208) 555-0147Office moveSmall officeSearch adSurvey booked
Odessa Wrenfieldodessa.wrenfield@treelinemail-service.net(208) 555-0150Local moveThree bedroomsReferralEstimate sent
Casper Linnemanncasper.linnemann@treelinemail-service.net(208) 555-0153Long-distance moveFour or more bedroomsRealtor partnerEstimate sent

12 more rows

Walk-throughs

18 sample rows · 7 columns

The visits and video calls where the estimator sees the rooms before pricing the move.

CustomerInquiryEmailWalk-through timeHowStatusEstimator
Jovan Petrakis-HaleJovan Petrakis-Halejovan.petrakishale@treelinemail-service.netSep 10, 3:30 PMIn-home walk-throughDonePerpetua Sundquist
Anneliese Marchetti-QuistAnneliese Marchetti-Quistanneliese.marchettiquist@treelinemail-service.netSep 14, 8:00 PMVideo call walk-throughDoneWilhelmina Strobel
Leopold VantongerenLeopold Vantongerenleopold.vantongeren@treelinemail-service.netSep 16, 4:00 PMIn-home walk-throughDonePerpetua Sundquist
Thessaly Okonkwo-BrandtThessaly Okonkwo-Brandtthessaly.okonkwobrandt@treelinemail-service.netSep 18, 7:30 PMVideo call walk-throughDoneWilhelmina Strobel
Ignatz BrennaghIgnatz Brennaghignatz.brennagh@treelinemail-service.netSep 24, 4:00 PMIn-home walk-throughDonePerpetua Sundquist
Rosalind Ferreira-DunneRosalind Ferreira-Dunnerosalind.ferreiradunne@treelinemail-service.netSep 30, 5:00 PMIn-home walk-throughDonePerpetua Sundquist
Sunniva EggertsdottirSunniva Eggertsdottirsunniva.eggertsdottir@treelinemail-service.netOct 1, 9:00 PMVideo call walk-throughDoneWilhelmina Strobel
Maelys OduroMaelys Oduromaelys.oduro@treelinemail-service.netOct 2, 3:30 PMIn-home walk-throughDonePerpetua Sundquist
Greer & Lindholm Dental LabGreer & Lindholm Dental Laboffice@greerlindholm-dentallab.comOct 5, 5:00 PMIn-home walk-throughDonePerpetua Sundquist
Bartholomew TeixeiraBartholomew Teixeirabartholomew.teixeira@treelinemail-service.netOct 6, 9:00 PMVideo call walk-throughDoneWilhelmina Strobel
Delphine Armitage-OkoyeDelphine Armitage-Okoyedelphine.armitageokoye@treelinemail-service.netOct 7, 4:00 PMIn-home walk-throughDonePerpetua Sundquist
Casper LinnemannCasper Linnemanncasper.linnemann@treelinemail-service.netOct 8, 7:00 PMVideo call walk-throughDoneWilhelmina Strobel

6 more rows

First jobs

5 sample rows · 7 columns

The first job each booked customer has on the truck schedule.

JobCustomerKind of jobMove dayDepositJob statusForeman
Marchetti-Quist storage pickupAnneliese Marchetti-QuistStorage onlyOct 25, 2026$195BookedLudovic Vanterpool
Brennagh two-bedroom local moveIgnatz BrennaghLocal moveOct 27, 2026$425BookedRuairi Delacourt-Boyd
Vantongeren one-bedroom moveLeopold VantongerenLocal moveOct 29, 2026$262BookedRuairi Delacourt-Boyd
Petrakis-Hale two-bedroom moveJovan Petrakis-HaleLocal moveOct 31, 2026$475Crew assignedRuairi Delacourt-Boyd
Okonkwo-Brandt cross-country moveThessaly Okonkwo-BrandtLong-distance moveNov 18, 2026$2,050Crew assignedRuairi Delacourt-Boyd

Also included

  • Intake boardStage rules
  • Walk-through tomorrowNotificationReminds the estimator the day before a walk-through.

Related templates