Docsroom

Templates / Removal firms

Every inventory, access note and insurance form a mover chases.

Removal firms chase inventories, access details and completion times from customers, then licences and insurance from their own team. Docsroom gives each person their own link and chases whoever has not replied.

8 templates80 requestsWritten for removal firms

Start freeFree for 14 days, no card.
Your kit

Eight templates for removal firms

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor customers who are moving · after their first enquiry10 requests10 requests
New customer starter checklistEmma Lawson · three bed house move8 of 10 back
  • About you
  • FormYour details6 questionsAssigned to ELEmma Lawson, customerFrom Tracyin 2 daysComplete
  • QuestionBest number to calland the best timeAssigned to ELEmma Lawson, customerFrom Tracyin 2 daysComplete
  • QuestionHow you heard about usone lineAssigned to ELEmma Lawson, customerFrom Tracyin 2 daysReady to check
  • Your move
  • FormAddresses and moving date6 questionsAssigned to ELEmma Lawson, customerFrom Tracyin 2 daysReady to check
  • DecisionHow firm is the datefixed or flexibleAssigned to ELEmma Lawson, customerFrom Tracyin 3 daysComplete
  • QuestionWhat is being movedrooms, garage, shed, loftAssigned to ELEmma Lawson, customerFrom Tracyin 3 daysAwaiting reply
  • DecisionSurvey typevisit or video callAssigned to ELEmma Lawson, customerFrom Tracyin 3 daysReminder sent
  • Terms
  • ApprovalQuote and estimateread and approveAssigned to ELEmma Lawson, customerFrom Tracyin 6 daysComplete
  • ApprovalRemoval termsread and approveAssigned to ELEmma Lawson, customerFrom Tracyin 7 daysReady to check
  • ApprovalPrivacy noticeread and approveAssigned to ELEmma Lawson, customerFrom Tracyin 7 daysReady to check
Staff starter checklistfor new removers and drivers · before their first move11 requests11 requests
Staff starter checklistJack Pemberton · remover9 of 11 back
  • Who you are
  • QuestionRight to work share codenine charactersAssigned to JPJack Pemberton, removerFrom Tracyin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to JPJack Pemberton, removerFrom Tracyin 3 daysComplete
  • QuestionEmergency contactname and numberAssigned to JPJack Pemberton, removerFrom Tracyin 4 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to JPJack Pemberton, removerFrom Tracyin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to JPJack Pemberton, removerFrom Tracyin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to JPJack Pemberton, removerFrom Tracyin 5 daysAwaiting reply
  • ApprovalWorking in customers’ homesread and approveAssigned to JPJack Pemberton, removerFrom Tracyin 5 daysReminder sent
  • Skills and kit
  • UploadDriving licenceif you will driveAssigned to JPJack Pemberton, removerFrom Tracyin 5 daysComplete
  • QuestionDVLA licence check codeif you will driveAssigned to JPJack Pemberton, removerFrom Tracyin 5 daysReady to check
  • QuestionBoot and glove sizesboots, gloves, topAssigned to JPJack Pemberton, removerFrom Tracyin 6 daysReady to check
  • UploadManual handling certificateif you have oneAssigned to JPJack Pemberton, removerFrom Tracyin 7 daysComplete
Inventory and access packfor customers who are moving · before the survey10 requests10 requests
Inventory and access packOrchard Way to Meadow Close8 of 10 back
  • What you are moving
  • TableRoom by room inventoryroom, items, how fullAssigned to ELEmma Lawson, customerFrom Tracyin 3 daysComplete
  • TableLarge or awkward itemsitem, size, which floorAssigned to ELEmma Lawson, customerFrom Tracyin 3 daysComplete
  • QuestionLoft, garage and shedwhat is in eachAssigned to ELEmma Lawson, customerFrom Tracyin 3 daysReady to check
  • UploadPhotos of each roomone wide photo eachAssigned to ELEmma Lawson, customerFrom Tracyin 4 days2 files sent
  • Your current home
  • FormAccess at your current home7 questionsAssigned to ELEmma Lawson, customerFrom Tracyin 4 daysComplete
  • DecisionParking outsidedrive, road or bay neededAssigned to ELEmma Lawson, customerFrom Tracyin 4 daysAwaiting reply
  • UploadPhoto of the front and roadso we can plan parkingAssigned to ELEmma Lawson, customerFrom Tracyin 4 daysReminder sent
  • Your new home
  • FormAccess at your new home7 questionsAssigned to ELEmma Lawson, customerFrom Tracyin 5 daysComplete
  • QuestionStairs, lifts and narrow doorsat the new homeAssigned to ELEmma Lawson, customerFrom Tracyin 5 daysReady to check
  • QuestionWhere the big items goroom and floorAssigned to ELEmma Lawson, customerFrom Tracyin 6 daysReady to check
Survey visit packfor surveyors · at each survey visit9 requests9 requests
Survey visit pack14 Orchard Way · survey visit7 of 9 back
  • The rooms
  • TableRooms and volumeroom, cubic feet, packingAssigned to NSNeil Sutcliffe, surveyorFrom TracytomorrowComplete
  • TableAwkward itemsitem, size, which floorAssigned to NSNeil Sutcliffe, surveyorFrom TracytomorrowComplete
  • UploadPhoto of each roomone wide photoAssigned to NSNeil Sutcliffe, surveyorFrom Tracytomorrow1 file sent
  • Access
  • QuestionParking distancemetres from the doorAssigned to NSNeil Sutcliffe, surveyorFrom TracytomorrowReady to check
  • QuestionStairs, lifts and narrow doorsany problemsAssigned to NSNeil Sutcliffe, surveyorFrom TracytomorrowComplete
  • UploadPhotos of the accessroad, door, stairsAssigned to NSNeil Sutcliffe, surveyorFrom TracytomorrowAwaiting reply
  • The quote
  • DecisionCrew and vehiclepick the right sizeAssigned to NSNeil Sutcliffe, surveyorFrom Tracyin 2 daysReminder sent
  • QuestionTime on sitehours for the whole moveAssigned to NSNeil Sutcliffe, surveyorFrom Tracyin 2 daysComplete
  • QuestionExtras to pricepacking, storage, disposalAssigned to NSNeil Sutcliffe, surveyorFrom Tracyin 2 daysReady to check
Packing and extras choicesfor customers who are moving · after the survey10 requests10 requests
Packing and extras choicesOrchard Way to Meadow Close · packing8 of 10 back
  • Packing
  • DecisionPacking servicefull, fragile only or noneAssigned to ELEmma Lawson, customerFrom Tracyin 3 daysComplete
  • DecisionBoxes and materialswe deliver or you buyAssigned to ELEmma Lawson, customerFrom Tracyin 3 daysComplete
  • DecisionWardrobe boxeshire or buyAssigned to ELEmma Lawson, customerFrom Tracyin 4 daysReady to check
  • QuestionFragile and precious itemsart, glass, china, techAssigned to ELEmma Lawson, customerFrom Tracyin 4 daysReady to check
  • Extras
  • DecisionTaking furniture apartbeds, wardrobes, tablesAssigned to ELEmma Lawson, customerFrom Tracyin 5 daysComplete
  • DecisionUnpacking at the new homefull, kitchen only or noneAssigned to ELEmma Lawson, customerFrom Tracyin 5 daysAwaiting reply
  • DecisionPackaging taken awayyes or noAssigned to ELEmma Lawson, customerFrom Tracyin 5 daysReminder sent
  • DecisionStorage needednone, short or long termAssigned to ELEmma Lawson, customerFrom Tracyin 5 daysComplete
  • Cover
  • QuestionItems of high valuejewellery, art, antiquesAssigned to ELEmma Lawson, customerFrom Tracyin 6 daysReady to check
  • ApprovalItems we cannot carryread and approveAssigned to ELEmma Lawson, customerFrom Tracyin 7 daysReady to check
Moving day packfor customers who are moving · a week before the move9 requests9 requests
Moving day packOrchard Way to Meadow Close · moving day7 of 9 back
  • Completion and keys
  • QuestionCompletion timeas your solicitor saysAssigned to ELEmma Lawson, customerFrom Tracyin 3 daysComplete
  • QuestionWho has the keyseach end, name and numberAssigned to ELEmma Lawson, customerFrom Tracyin 3 daysComplete
  • QuestionSolicitor or agent contactname and numberAssigned to ELEmma Lawson, customerFrom Tracyin 4 daysReady to check
  • On the day
  • QuestionContact on the daymobile that will answerAssigned to ELEmma Lawson, customerFrom Tracyin 4 daysReady to check
  • QuestionWho is at each addressfirst names are fineAssigned to ELEmma Lawson, customerFrom Tracyin 4 daysComplete
  • UploadParking bay noticephoto of the permitAssigned to ELEmma Lawson, customerFrom Tracyin 5 daysAwaiting reply
  • QuestionPets and childrenwhere they will beAssigned to ELEmma Lawson, customerFrom Tracyin 5 daysReminder sent
  • Loading order
  • QuestionItems to load lastkettle, bedding, toysAssigned to ELEmma Lawson, customerFrom Tracyin 5 daysComplete
  • ApprovalMoving day planread and approveAssigned to ELEmma Lawson, customerFrom Tracyin 6 daysReady to check
Damage claim follow-upfor customers with a claim · within a week of the move9 requests9 requests
Damage claim follow-upAmrit Gill · damaged wardrobe7 of 9 back
  • What happened
  • FormClaim details6 questionsAssigned to AGAmrit Gill, customerFrom Tracyin 2 daysComplete
  • QuestionWhat was damageditem and what is wrongAssigned to AGAmrit Gill, customerFrom Tracyin 2 daysComplete
  • UploadPhotos of the damageclose up and wideAssigned to AGAmrit Gill, customerFrom Tracyin 3 days1 file sent
  • UploadPhoto of the box or wrappinglabels and packingAssigned to AGAmrit Gill, customerFrom Tracyin 3 days2 files sent
  • The item
  • QuestionAge of the itemas near as you knowAssigned to AGAmrit Gill, customerFrom Tracyin 4 daysComplete
  • UploadReceipt or valuationif you have oneAssigned to AGAmrit Gill, customerFrom Tracyin 5 daysAwaiting reply
  • UploadRepair quoteif you have oneAssigned to AGAmrit Gill, customerFrom Tracyin 7 daysReminder sent
  • Next steps
  • DecisionWhat you would likerepair, replace or creditAssigned to AGAmrit Gill, customerFrom Tracyin 7 daysComplete
  • ApprovalClaim conditionsread and approveAssigned to AGAmrit Gill, customerFrom Tracyin 7 daysReady to check
Yearly vehicle and insurance packfor the business · each year, before renewal12 requests12 requests
Yearly vehicle and insurance packGreenway Removals · yearly pack9 of 12 back
  • Insurance
  • UploadGoods in transit insurancecurrent certificateAssigned to RPRoy Pickford, directorFrom Tracyin 7 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to RPRoy Pickford, directorFrom Tracyin 7 daysComplete
  • UploadEmployer’s liabilitycurrent certificateAssigned to RPRoy Pickford, directorFrom Tracyin 7 days1 file sent
  • UploadMotor fleet insuranceschedule of vehiclesAssigned to RPRoy Pickford, directorFrom Tracyin 8 days2 files sent
  • Vehicles
  • TableVehicles and test datesreg, weight, test dueAssigned to RPRoy Pickford, directorFrom Tracyin 8 daysComplete
  • UploadAnnual test certificatesfor the larger vehiclesAssigned to RPRoy Pickford, directorFrom Tracyin 10 daysAwaiting reply
  • UploadTail-lift inspectionlatest certificateAssigned to RPRoy Pickford, directorFrom Tracyin 10 daysReminder sent
  • UploadOperator licenceif you need oneAssigned to RPRoy Pickford, directorFrom Tracyin 10 daysComplete
  • Membership and safety
  • UploadTrade body membershipBAR or similarAssigned to RPRoy Pickford, directorFrom Tracyin 10 days1 file sent
  • UploadWaste carrier registrationonly if you take wasteAssigned to RPRoy Pickford, directorFrom Tracyin 10 days2 files sent
  • ApprovalHealth and safety policyread and approveAssigned to RPRoy Pickford, directorFrom Tracyin 12 daysComplete
  • QuestionDamage claims this yearhow many and whyAssigned to RPRoy Pickford, directorFrom Tracyin 14 daysAwaiting reply

Written for removal firms. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each customer and crew member

Customers and crew answer from their phones, so nobody makes an account or remembers a password.

Access notes and photos in one place

Parking, stairs and lift details arrive with the photos, in one list you can check before the van goes out.

Reminders keep the move on track

Docsroom chases whoever has not replied until each one is in, so a missing form is less likely to hold up the move date.

Not quite you?

Type your kind of work. If we have its kit, it opens straight away. If not, we write one with AI or show the closest we have.

Or see every kit and the solutions.

More kits like this

Taxi and private hire8 templates · 80 requestsGarages and MOT centres8 templates · 80 requestsHaulage and couriers8 templates · 80 requests

Send your first new customer starter checklist today.

Free for 14 days, no card. Build it as it is written above and see what comes back.

Start freeBook a walkthrough