Project Management - Quoting

📁 Project Management – Quoting

Welcome to the Project Management – Quoting training course, your comprehensive guide to mastering the art and science of quoting at Organized Haven.

This course is designed to equip you with the essential tools, procedures, and best practices needed to confidently and consistently generate accurate service quotes. Whether you're brand new to quoting or stepping into a leadership role within our team, this training content will help you understand how we calculate quotes, communicate expectations with clients, and prepare our teams for success on every project.

At Organized Haven, we use a transparent, formula-based quoting approach that is centered around three core components:

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  Square Footage (origin and/or destination)

  
  


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  Density (the volume of belongings and physical effort required)

  
  


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  Touch-Level (the emotional and logistical support needed by the client)

  
  

  
  

Each of these elements is assessed during a consultation—either in-person or virtually—and documented in our CRM, Move Manager 360 (MM360). You’ll learn how to interpret these elements accurately using visual cues, client conversations, and structured worksheets. You'll also find templates and sample forms, like the Move Quote Profile Sheet and Client-Specific Requirements table, that bring structure and clarity to your estimates.

In this folder, you'll find Standard Operating Procedures (SOPs) for:

✅ Full Quoting Process

✅ Density Assessment

✅ Touch-Level Assessment

✅ Documenting Client-Specific Requirements

✅ Team Handoff Protocol

✅ Follow-Up Workflows

✅ Onboarding New Quoting Team Members

These SOPs are living documents and may be updated as our services evolve. If you're assigned to create or deliver quotes, these resources will help you uphold the professionalism, accuracy, and empathy our clients expect—and that we promise.

Let’s keep quoting smart, consistent, and client-focused. 💼✨