✅ Part 2: Walkthrough

This is where the supervisors sets the tone for a smooth, professional move. It’s all about clarifying expectations, reviewing valuation, inspecting items, completing required waivers, and getting customer sign-off before any physical work begins.

🎯 Goals of This Step

• Align with the customer on move details
• Confirm valuation and liability coverage
• Inspect for pre-existing damage and document it
• Complete required origin waivers
• Build customer confidence before starting the job

🧭 What the Supervisor Should Do Here

1️⃣ Review the Estimate with the Customer (if applicable)

• Walk through the estimate and confirm understanding of pricing structure
• Clarify what’s included vs. excluded in the estimate
• Ensure agreement on number of crew, trucks, and expected duration
• Set expectations for minimum charges and hourly billing
• Clarify what the crew will be packing vs. what’s already packed

2️⃣ Confirm Valuation Selection (if not already selected in the estimate)

• Open the Valuation screen
• If valuation wasn’t pre-selected during booking, ask the customer to review and select one of the available options (these options come from your Valuation settings under Pricing)
• Have them initial their selection and sign electronically
• Tap Confirm to lock it in

3️⃣ Document Pre-Existing Damage

• Tap into the Photos section
• Use the camera to take photos of any high-value or already-damaged items
• Add a clear title and description (e.g., “Black leather sofa – Tear along the edge”)
• Submit and verify the photo appears in the list

4️⃣ Complete Origin Forms

• Go to Forms and Documents
• Complete and capture signatures for:
• • Walk Through Completion
  • TV Acknowledgement / TV Verification
  • Appliance Waiver
  • Safe Waiver
• Be sure to tag the correct origin address and get the customer signature
• Confirm each form individually (green checkmark shows completion)

5️⃣ Ask About Special Requests or Exceptions

• Any no-pack zones?
• Are there items staying behind?
• Special care items or carry-only areas?
• Note any exceptions in Forms or Notes as applicable

⚠️ Common Mistakes to Avoid

• Skipping valuation when not already selected in the estimate
• Forgetting to upload photos of visible damage
• Leaving out required waivers (TVs, appliances, safes, walkthrough)
• Not verifying addresses when completing forms

🔒 Final Reminder Before Proceeding

Before the crew moves forward to packing or loading, instructs your crews on the following:

✅ A selected and signed valuation option (if not pre-selected and if applicable)
✅ Necessary waivers completed OR a note explicitly marked “Waivers not needed”
✅ Walkthrough photos uploaded OR a note explicitly marked “Photos not needed”

💡 Pro Tips

✅ Use the orange Notes icon at the top to document anything unusual — all notes are timestamped and saved in the CRM
✅ Encourage the crew to add notes if the customer mentions anything verbally that isn’t already documented
✅ Take wide-angle shots of tricky access points (e.g., staircases, narrow hallways) to prevent later disputes

✅ If your crew is prepping the property before the move begins, take photos of the prepping work as proof — especially for high-end or fragile areas
✅ If a customer refuses to sign a form or select a valuation, note it immediately and notify dispatch
✅ Even if there’s no damage to report, taking "before" photos of high-value areas adds an extra layer of protection

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#CrewApp #WalkThrough #Valuation #JobPrep #OriginForms #Waivers #CrewWorkflow