Information

  • Job Number:

  • Customer:

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Approaching the job site

  • Upon arriving to the job site, does the crew appear to be staying on task?

  • Rate the appearance of the crew. Are they dressed in TMT attire, clean cut and shaved, is their hair messy, do they have an odor, etc

  • Add media

  • Is the truck positioned in a way that makes sense and that is safe?

  • Are the items in the truck properly padded and wrapped?

  • Padding and wrapping of items in truck

Safety

  • Are safety cones out?

  • Add media

  • Is the parking brake set?

  • Is the wheel chock out?

  • Add media

  • Is the ramp positioned in a safe location?

  • Add media

  • Is unused equipment stored safely on the truck or maintained in an area on the work site that is out of the flow of foot traffic?

  • Is the crew thinking ahead when prepping the work site? (Photos removed, doors off if necessary, etc.)

  • Is trash being kept neatly out of the way on the truck to prevent tripping hazards?

  • Is the crew communicating well with one another?

  • Is the crew using proper lifting techniques?

  • Is equipment being used properly and for its designated usage? (Are the employees skateboarding on the dolly, are they strapping one another onto the appliance dolly, are they improperly using a dolly or failing to have a spotter when using them.)

  • Is common sense being used?

Paperwork

  • Has the Moving Service Agreement been signed?

  • Is the Walk-through checklist up to date?

  • Has the driver updated their log?

  • If authority or interstate has the inventory been filled out properly?

  • If interstate has the BOL and OFS been filled out properly?

  • Is the ROL filled out and is it filled out properly?

  • Is the Previous Damage Report filled out and is it filled out properly?

Property Care

  • Are items being properly padded and wrapped?

  • Add media

  • Is the load properly tiered?

  • Add media

  • Is the door jam pad being utilized?

  • Add media

  • Is the hallway runner being utilized?

  • Add media

  • Is the space in the truck being utilized correctly?

  • Add media

Customer Relations

  • Is the crew polite and accommodating toward the customer?

  • Customer satisfaction level

Teamwork

  • Is there a clear plan for the move and has it been communicated to all members of the move?

  • Is the crew cooperating well with each and getting along?

  • Does the crew members have a positive outlook toward the job, customer, and each other?

Notes

  • Management Notes:

  • Management overall rating of service being delivered.

Signatures

  • Manager:

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.