Working map · for discussion

TMAAT quote flow

The flow as built in the light and dark POC forms, drawn against the client's question map. One shared question set, then three different endings. Drag to reorder and click any text to edit — changes are yours to see on the call, and are not applied to the form until we implement them.

Drag the handle to reorder, or to move a question between stages (or focus it and use the arrow keys) · Click any text to edit · × removes a step

Stage 1 — everyone answers these

The client's map lists contact details, extras and referral code separately inside each of the three lanes. They are the same questions each time, so they live here once, before the split.

Lead captured — now the lane decides what we offer

The three endings

Rules are checked top to bottom and the first match wins, so a commercial or high-variance move is claimed before the estimator gets it.

LANE A
Estimator
Who lands here
Everything else — a house or apartment move up to 3 bedrooms, where they haven't said “the whole place” at 3 bedrooms.
Call to action
Continue to price estimate

Goes on to stage 2 below, then an instant price.

LANE B
Virtual visit
Who lands here
storage either side
4+ bedrooms
3 bedrooms + “the whole place”
Call to action
Book a virtual visit

Opens Calendly with name and email already filled in. No stage 2 — the consultant sees the place on the call.

LANE C
Office & business
Who lands here
office or business either side
Call to action
No button — nothing self-serve offered

Confirmation screen says a consultant will call within one business day.

Stage 2 — Lane A only

Offered after the lead is captured, so it is genuinely optional. The item checklist is the slowest question in the whole form, which is why it sits back here rather than in stage 1.

Only Lane A reaches stage 2. Dragging a question down here means the virtual-visit and office lanes stop asking it, and that everyone who stops at the confirmation screen never answers it. Anything the sales team needs for every quote belongs in stage 1.

Open questions

Storage → Lane B
As specified, however a small storage move could also be a Lane A estimate?
Interstate
Should interstate moves be quotable in lane A.
Multi-stop Moves
Do we need the client to specify if a stop is pick-up or drop-off? A pickup may increase the load size. Agreed these should not be quoted in Lane A — an extra pickup changes the load, which is the one variable the estimate turns on. Not built: we have no question that detects a second stop yet, so there is nothing to route on.
Lifts and stairs are not asked yet
Stage 2 asks truck parking, carry distance, driveway and height limit — but not floor level or lift access, which the ugly form does ask, per property type. Holding off deliberately: the client's own mock-up collapses both into one four-tile question (Ground / 1st stairs / 2nd+ stairs / Lift), which is fewer taps but a different data shape. Worth agreeing the shape before it is built.

This map is a discussion tool, not the live configuration. It is drawn from config/quote-flow.php each time it loads, so it cannot drift from the form — but edits made here are held in your browser only and change nothing. Rearrange it on the call, and we implement what is agreed afterwards.