Removals & Storage
Removals Sales, Estimating & Customer Service skills assessment
Estimators and coordinators set expectations and win moves. This scorecard covers surveys, quoting, booking, communication and claims.
- 10 skills to score
- 1–10 scale on every skill
- 5 starting levels
The 10 Removals Sales, Estimating & Customer Service skills you can score
These are the default Removals Sales, Estimating & Customer Service skills in SkillScorer. Each one is scored from 1 to 10 for every removalist, and you can edit, remove or add skills at any time.
In-Home and Video Survey Technique
Surveys homes in person or by video and accurately records volume, access and special items.
Quoting and Pricing Accuracy
Produces accurate quotes that reflect volume, distance and services and don't leave surprises.
Booking, Scheduling and Resource Allocation
Books jobs and allocates crews and trucks so moves are staffed and on time.
Customer Communication Before and After Moves
Keeps customers informed with confirmations, reminders and follow-up after the move.
Handling Damage Claims and Complaints
Handles damage claims and complaints with empathy, fairness and prompt resolution.
Upselling Packing and Storage Services
Offers useful packing and storage services without being pushy.
CRM and Online Enquiry Management
Responds quickly to online enquiries and tracks leads and quotes in a CRM.
Contracts, Terms and Insurance Explanation
Explains contract terms, liability limits and insurance clearly so customers understand what's covered.
Reviews and Reputation Management
Encourages reviews and responds professionally to feedback to build the company's reputation.
Teamwork With Operations
Passes accurate job details to operations and resolves issues together.
Levels included with Removals Sales, Estimating & Customer Service
Removals Sales, Estimating & Customer Service starts with 5 levels, which SkillScorer calls “Grade” for removals & storage, so removalists can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Coordinator
- Estimator
- Senior Estimator
- Sales Manager
- Customer Service Manager
How Removals Sales, Estimating & Customer Service works in SkillScorer
Score
Each removalist in a crew is scored on the Removals Sales, Estimating & Customer Service skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank removalists, compare two side by side, or compare your crews against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Removals Sales, Estimating & Customer Service skills need attention. Reports also follow each crew leader's crew.
Removals Sales, Estimating & Customer Service scorecard: common questions
What skills does the Removals Sales, Estimating & Customer Service scorecard include?
SkillScorer's Removals Sales, Estimating & Customer Service scorecard covers 10 skills: In-Home and Video Survey Technique, Quoting and Pricing Accuracy, Booking, Scheduling and Resource Allocation, Customer Communication Before and After Moves, Handling Damage Claims and Complaints, Upselling Packing and Storage Services, CRM and Online Enquiry Management, Contracts, Terms and Insurance Explanation, Reviews and Reputation Management and Teamwork With Operations. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are removalists scored in Removals Sales, Estimating & Customer Service?
Every removalist is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one crew and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Removals Sales, Estimating & Customer Service?
Removals Sales, Estimating & Customer Service starts with these levels (called “Grade” in the app): Coordinator, Estimator, Senior Estimator, Sales Manager and Customer Service Manager. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Removals Sales, Estimating & Customer Service skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In removals & storage the app talks about removalists, crews and crew leaders, and you can change any of those words too.
Score Removals Sales, Estimating & Customer Service with SkillScorer
Book a demo and we'll set up Removals & Storage and Removals Sales, Estimating & Customer Service with the skills, levels and wording ready to go.
Book a demo