Movers
Move between two properties: planning checklist
Connect the estimate, moving date and access details before the crew arrives. Use this guide before a new assignment, then return to it when the scope or schedule changes. Confirm the details with your client and record who owns the next step.
On this page
Build a useful job brief
Use these questions during intake. Record the answers, the person responsible and any unresolved decision in the job record before confirming the next step.
- 1
What inventory, origin, destination and special handling are included?
- 2
Are elevators, parking and loading windows reserved at both addresses?
- 3
Who approves inventory changes and signs off on delivery exceptions?
Quotes, invoices & payments
Prepare the estimate from an agreed inventory, origin and destination. Record stairs, elevators, parking access and special handling requirements before confirming the scope. Keep optional services and later changes identifiable in the quote.
Explore this toolRoute planning & dispatch
Review the day’s assigned stops and driving order before the crew leaves. Confirm loading access and arrival commitments at each property. Route suggestions do not replace checking vehicle restrictions, loading times or the client’s reserved elevator window.
Explore this toolTwo-way SMS
Keep access confirmations and schedule changes in the client’s conversation. Make the next action explicit when an address or contact changes. After the move, record completion questions with the same client rather than starting a disconnected exchange.
Explore this toolBefore you hand off the work
Adapt this operational checklist to your agreed scope and professional requirements.
Put the plan into practice
Start with one client record and one clearly scoped job. Link the service address, relevant files and agreed next action. Review the plan with the assigned teammate before the first visit, and update the record when the client approves a change.
