Title Page
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Sales Order#
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Truck #
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Crewmembers
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Customers Name / Address
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Conducted on
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Prepared by
Team Presentation
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Are employees in uniform, and neat in appearance?
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Does the crew demonstrate good attitudes and energy?
Safety
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Are safety cones and wheel chocks properly in place?
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Picture of safety cones and wheel chocks
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Is the parking brake up?
Paperwork
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Is the paperwork filled out properly?
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Picture of paperwork.
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Did the customer select Basic Valuation or Full Value Protection, and does the paperwork reflect that choice?
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Has the customer received the introduction card?
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Does any additional paperwork need to be filled out i.e. release of liability etc.
Move execution
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Have the ramps been placed?
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Is the door-jamb protector in use?
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Has floor protection been placed?
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Is the truck placed in the optimal position?
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Are items properly wrapped?
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Picture of pad/shrink wrapped items
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Is the truck properly packed?
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Picture of back of truck
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Is the crew moving with a sense of urgency and efficiency?
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Is the crew maintaining a neat work environment? I.E: folding pads as they go, collecting trash as they go, etc.
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Picture of walkway etc.
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Are the movers utilizing dollies and exhibiting proper moving technique?
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Are there any unique challenges or risk factors associated with this move?
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Have there been any damages thus far?
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Damaged items.
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Picture(s) of any special and noteworthy conditions
Customer Satisfaction
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Did the crew arrive on time?
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Is the customer pleased with our services so far?