Title Page

  • Sales Order#

  • Truck #

  • Crewmembers

  • Customers Name / Address

  • Conducted on

  • Prepared by

Team Presentation

  • Are employees in uniform, and neat in appearance?

  • Does the crew demonstrate good attitudes and energy?

Safety

  • Are safety cones and wheel chocks properly in place?

  • Picture of safety cones and wheel chocks

  • Is the parking brake up?

Paperwork

  • Is the paperwork filled out properly?

  • Picture of paperwork.

  • Did the customer select Basic Valuation or Full Value Protection, and does the paperwork reflect that choice?

  • Has the customer received the introduction card?

  • Does any additional paperwork need to be filled out i.e. release of liability etc.

Move execution

  • Have the ramps been placed?

  • Is the door-jamb protector in use?

  • Has floor protection been placed?

  • Is the truck placed in the optimal position?

  • Are items properly wrapped?

  • Picture of pad/shrink wrapped items

  • Is the truck properly packed?

  • Picture of back of truck

  • Is the crew moving with a sense of urgency and efficiency?

  • Is the crew maintaining a neat work environment? I.E: folding pads as they go, collecting trash as they go, etc.

  • Picture of walkway etc.

  • Are the movers utilizing dollies and exhibiting proper moving technique?

  • Are there any unique challenges or risk factors associated with this move?

  • Have there been any damages thus far?

  • Damaged items.

  • Picture(s) of any special and noteworthy conditions

Customer Satisfaction

  • Did the crew arrive on time?

  • Is the customer pleased with our services so far?

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.