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.

IT: Send pre-move checklist to scheduled move customers

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

IT: Send pre-move checklist to scheduled move customers