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    Glossary

    The Service Pro Glossary

    32 plain-English definitions for the pricing models, compliance rules, and operational concepts that drive every trade business.

    Pricing & Estimating Β· 3

    • Accessorial Fees

      Add-on charges for services beyond standard pickup and delivery (stairs, long carry, packing, shuttle).

    • Cubic Foot Pricing

      A moving-industry pricing model that charges per cubic foot of inventory loaded onto the truck.

    • Linear Foot Pricing

      Charging based on how many linear feet of a trailer the customer's goods occupy.

    Operations & Dispatch Β· 11

    • Burden Rate

      The multiplier on direct wages that captures payroll taxes, workers' comp, benefits, and PTO.

    • Crew Size

      The number of movers/technicians assigned to a job, scaling rates and capacity together.

    • Dispatch

      Assigning jobs to crews/trucks and routing them across the day.

    • First-Time Fix Rate

      Percentage of service calls resolved on the first visit β€” the top customer-satisfaction driver in trades.

    • Fleet View

      A calendar layout showing one horizontal lane per truck so dispatchers can balance loads visually.

    • Job Cost

      The fully loaded cost of completing a job (labor + burden + fuel + materials + truck + overhead).

    • Overhead Allocation

      The portion of fixed business costs charged against each job to capture true profitability.

    • Route Optimization

      Algorithmically ordering stops across one or more vehicles to minimize total drive time and fuel.

    • Service-Level Agreement (SLA)

      A formal commitment to a response or resolution window (e.g. "on-site within 4 hours").

    • Truck Stock

      The parts and materials inventory carried on each service vehicle.

    • Work Order

      The internal document that authorizes crews to perform the job and captures completion details.

    Compliance & Legal Β· 7

    • 110% Rule

      FMCSA rule capping how much a non-binding mover can collect at delivery (no more than 110% of the estimate).

    • Bill of Lading (BOL)

      The legal contract between customer and carrier required by FMCSA on every interstate move.

    • Binding Estimate

      A FMCSA-recognized quote that locks in the price as long as the inventory matches what was surveyed.

    • Carmack Amendment

      Federal law setting carrier liability for damaged goods at $0.60 per pound per article, unless full-value protection is purchased.

    • Certified Weight Ticket

      A scale receipt proving the actual weight of a shipment, required by FMCSA on non-hourly interstate moves.

    • Full Value Protection (FVP)

      Upgraded moving insurance where the carrier repairs, replaces, or pays declared value for damaged items.

    • Tariff Pricing

      A published rate schedule (per cwt or per cubic foot) used to price interstate moves.

    Sales & Quoting Β· 5

    • Close Rate

      Percentage of qualified estimates that convert to booked jobs.

    • Estimate vs Quote

      An estimate is a price approximation; a quote is a binding offer to do the work for that price.

    • Lead Response Time

      How fast a business responds to a new inquiry β€” the #1 conversion predictor.

    • Qualified Lead

      A lead that meets your service area, job-size, and timing criteria.

    • Video Survey

      A live or recorded walkthrough that replaces an in-home visual estimate.

    Marketing & Growth Β· 4

    • Cost Per Lead (CPL)

      Marketing spend divided by leads generated. A core paid-channel KPI.

    • Customer Acquisition Cost (CAC)

      Total cost to convert a stranger into a paying customer (marketing + sales / new customers).

    • Lifetime Value (LTV)

      Total revenue (or gross profit) a customer generates over their relationship.

    • Review Velocity

      Reviews captured per month β€” Google's strongest local ranking signal beyond keywords.

    Technology Β· 2

    • AI Photo Quoting

      Generating an itemized quote from photos or video using computer vision.

    • Recurring Billing

      Automated charges for ongoing services (lawn, pool, pest) on a schedule.

    Platform

    • OptimizeIt β€” AI OS for Service Pros
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    AI Features

    • AI Photo Quoting
    • AI Voice Agent (24/7)
    • Smart Scheduling & Dispatch
    • Multi-Truck Route Optimization
    • Branded Customer Portal
    • Pack Forge β€” Build a Trade Pack

    Compare

    • OptimizeIt vs Jobber
    • OptimizeIt vs Housecall Pro
    • OptimizeIt vs ServiceTitan
    • OptimizeIt vs Workiz
    • OptimizeIt vs FieldEdge
    • OptimizeIt vs SmartMoving

    Company

    • About
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    • Glossary
    • Pricing
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    • OptimizeIt FAQ

    Industries we support

    See all 50+ trades β†’

    Moving, Hauling & Storage

    • Dumpster Rental Operators
    • Hauling & Junk Removal
    • Moving Companies
    • Storage Facility Management

    Home Services & Trades

    • Chimney Sweep
    • Chimney, Fireplace & Hearth
    • Deck Builders & Outdoor Living
    • Door & Garage Door
    • Drywall, Plaster & Patch Repair
    • Electrical Contractors
    • +11 more β†’

    Cleaning & Restoration

    • Carpet Cleaning & Installation
    • Mold Remediation & Air Quality
    • Residential & Commercial Cleaning
    • Water Damage & Restoration

    Exterior, Lawn & Outdoor

    • Awnings, Shades & Window Treatments
    • Irrigation & Sprinkler
    • Landscaping & Lawn Care
    • Mulch & Landscape Supply
    • Pool Service & Maintenance
    • Pressure Washing & Soft Wash
    • +1 more β†’

    Auto, Marine & Mobile Service

    • Auto & Mobile Detailing
    • Auto & Window Glass Repair
    • Auto Repair & Mechanic Shops
    • Boat Detailing & Marine Service
    • Ceramic Coating & PPF
    • Heavy-Duty Truck & Fleet Service
    • +2 more β†’

    Specialty Trades & Install

    • EV Charger Installation
    • Hardwood, LVP & Laminate Flooring
    • Security Guard & Patrol
    • Septic Pumping & Inspection
    • Smart Home & Low-Voltage Install
    • Solar & Battery Storage
    • +2 more β†’

    Platform

    • OptimizeIt β€” AI OS for Service Pros
    • All Solutions
    • Pricing
    • Schedule a Demo
    • OptimizeIt FAQ

    AI Features

    • AI Photo Quoting
    • AI Voice Agent (24/7)
    • Smart Scheduling & Dispatch
    • Multi-Truck Route Optimization
    • Branded Customer Portal
    • Pack Forge β€” Build a Trade Pack

    Compare

    • OptimizeIt vs Jobber
    • OptimizeIt vs Housecall Pro
    • OptimizeIt vs ServiceTitan
    • OptimizeIt vs Workiz
    • OptimizeIt vs FieldEdge
    • OptimizeIt vs SmartMoving

    Company

    • About
    • Blog & Resources
    • Glossary
    • Pricing
    • Schedule a Demo
    • OptimizeIt FAQ

    Industries

    See all β†’

    Moving, Hauling & Storage

    • Dumpster Rental Operators
    • Hauling & Junk Removal
    • Moving Companies
    • Storage Facility Management

    Home Services & Trades

    • Chimney Sweep
    • Chimney, Fireplace & Hearth
    • Deck Builders & Outdoor Living
    • Door & Garage Door
    • +13 more

    Cleaning & Restoration

    • Carpet Cleaning & Installation
    • Mold Remediation & Air Quality
    • Residential & Commercial Cleaning
    • Water Damage & Restoration

    Exterior, Lawn & Outdoor

    • Awnings, Shades & Window Treatments
    • Irrigation & Sprinkler
    • Landscaping & Lawn Care
    • Mulch & Landscape Supply
    • +3 more

    Auto, Marine & Mobile Service

    • Auto & Mobile Detailing
    • Auto & Window Glass Repair
    • Auto Repair & Mechanic Shops
    • Boat Detailing & Marine Service
    • +4 more

    Specialty Trades & Install

    • EV Charger Installation
    • Hardwood, LVP & Laminate Flooring
    • Security Guard & Patrol
    • Septic Pumping & Inspection
    • +4 more
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