Automated Removal Quote Workflow -- 2

**Job Title:**

Simple Automated Quote & Booking System for Bell A Move

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## **Project Overview:**

I need a **simple automated quote and booking system** for my removal company, Bell A Move. The goal is to streamline the process from quote submission to booking confirmation. The system should handle client quotes, deposits, and scheduling efficiently.

Currently, I have a **JotForm quote form** that can be edited or replaced completely if necessary.

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## **Features Required**

### **1. Quote Form**

* Web-based form (existing JotForm can be used or replaced)
* Fields required:

* Client name, email, phone
* Pickup & delivery addresses
* List of items (type, quantity, size)
* Move date
* Additional services (packing, storage, cleaning, insurance)
* Optional: Upload photos of items
* Form submissions trigger notifications to admin email

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### **2. Quote Review & Client Email**

* Admin receives quote submission via email or dashboard
* Admin can review/edit the quote before sending to client
* Quote sent to client via template email including:

* Quote amount
* Accept / Decline buttons
* Deposit instructions (Bank transfer preferred, optional Stripe payment link)
* Optional PDF invoice

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### **3. Client Accept / Decline**

* Accept → triggers deposit request
* Decline → system marks quote as declined
* Responses tracked in dashboard or spreadsheet

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### **4. Deposit Payment**

* **Bank Transfer Option:** Client confirms payment → admin verifies manually → booking confirmed
* **Stripe Option:** Client can pay 50% deposit instantly → system confirms automatically
* Booking added to schedule/calendar once deposit is verified

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### **5. Booking Confirmation**

* Automatic email to client confirming booking once deposit is verified
* Booking added to schedule/calendar (Google Calendar, WordPress plugin, or CRM)

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### **6. Admin Dashboard**

* View pending quotes, accepted/declined quotes, deposits received
* View bookings schedule
* Export data for tracking and reporting

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### **Optional Enhancements (Later)**

* Automated email reminders for unpaid deposits
* Quote expiry notifications
* Post-move review requests

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## **Technical Requirements**

* Platform: JotForm / WordPress / Web app / No-code tool (developer to recommend best option)
* Secure form submission
* Payment integration (bank transfer instructions + optional Stripe)
* Mobile-friendly
* Simple, user-friendly interface

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## **Deliverables**

* Fully functional quote form
* Email templates (for quote, deposit, booking confirmation)
* Accept / Decline logic
* Deposit handling (bank transfer + optional Stripe)
* Booking schedule integration
* Documentation for minor updates

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## **Budget & Timeline**

* One-time setup (no ongoing subscription)
* Preferably completed within 2 weeks

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This is ready to **copy-paste to a freelancer** to get a one-time quote.

If you want, I can also **draft a super-short Upwork-style version** that’s even faster to post and more likely to attract quick responses. Do you want me to do that?