IT: Send pre-move checklist to scheduled move customers
IT: Send pre-move checklist to scheduled move customers
IT staff managing move schedules see customers miss pre-move steps, causing on-site delays and stalled handoffs. This emails a checklist shortly before each move so operations start efficiently.
Overview
Missed pre-move prep creates on-site delays and extra crew handoffs for operations. This workflow ensures every scheduled move triggers a pre-move checklist email just before the slot, eliminating last-minute preparation gaps so crews start prepared and shifts run smoothly.
Notable Features
- Send checklist shortly before move
- Attach move-specific instructions to booking emails
- Log sent checklists to Google Sheet