MOVE MANAGEMENT AND RELOCATION WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Client Relocation Profile: Fetch the primary relocation request details, including move date, origin, and destination addresses.
[ ] Get Inventory List: Retrieve all items and furniture entries associated with the specific move ID.
[ ] Calculate Total Volume/Weight: Sum the volume or weight of all items in the inventory to determine truck size requirements.
[ ] Estimate Moving Cost: Calculate total cost based on distance, volume, and labor hours using a predefined formula.
[ ] Create Logistics Plan: Generate a new entry in the Logistics Data Model containing the assigned vehicle and route.
[ ] Assign Survey Agent: Create a task for a field agent to perform an in-person site inspection.
[ ] Packing Crew Assignment: Create a task for the operations manager to assign a packing team for the move date.
[ ] Update Inventory Status: Update the status of all items to 'Packed' once the packing task is verified.
[ ] Send Confirmation to Client: Send a summary of the move date, time, and estimated cost to the client's email address.
[ ] Driver Notification: Send an SMS alert to the driver with the pickup address and time window.
[ ] Post-Move Inspection: Create a task for the team to verify that no items were damaged during transit.
[ ] Finalize Billing Entry: Update the Move Order entry to 'Completed' and trigger the final invoice generation.
[ ] Monthly Relocation Performance Report: Generate a report summarizing total moves, total revenue, and average customer satisfaction scores.
[ ] Cleanup Cancelled Leads: Remove temporary inquiry entries from the system if a move request is cancelled before booking.

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/workflow-templates/facility-management/move-management-and-relocation-workflow
(Click "Install Template" to launch your digital inspection tool immediately)