Checklist template

Home delivery and white-glove service for furniture retailers

A ready-to-use checklist with 110 items in 6 sections, covering Loading, Vehicle, Arrival, Placement and assembly, Damage handling, Customer sign-off. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 110 Items
  • 93 Yes / No checks
  • 6 Scored ratings
  • 123 Points

Use this template How audits work

1. Loading 19 items

  1. The crew checks each piece against the manifest by item number and customer name before it goes on the truck Yes / No 1 pt
  2. The piece count for each stop matches the manifest, including cushions, legs and hardware bags Yes / No 1 pt
  3. The truck is loaded in reverse stop order, with the last stop at the front of the box Yes / No 1 pt
  4. Every uncartoned piece is wrapped in moving blankets or a padded cover Yes / No 1 pt
  5. Sofas are loaded on their feet or on their back, never resting on an arm Yes / No 1 pt
  6. Dressers and chests travel upright with drawers strapped or wrapped shut Yes / No 1 pt
  7. Mattresses travel in their bags, without being folded or bent Yes / No 1 pt
  8. Mirrors, glass tops and stone tops are loaded on edge with padding on both faces Yes / No 1 pt
  9. Pieces are strapped to the tie-down rails so that they cannot rub against each other in transit Yes / No 1 pt
  10. Nothing is stacked on upholstery or on cartons marked "do not stack" Yes / No 1 pt
  11. The crew carries a tool kit with a cordless driver, hex keys and a level Yes / No 1 pt
  12. The crew carries a furniture touch-up kit Yes / No 1 pt
  13. Floor runners and shoe covers are on the truck Yes / No 1 pt
  14. Door jamb and banister protectors are on the truck Yes / No 1 pt
  15. Spare felt pads and anti-tip restraint kits are on the truck Yes / No 1 pt
  16. The crew read the special instructions for each stop before leaving the dock Yes / No 1 pt
  17. Stops on the route observed Number
  18. Pieces loaded on the truck Number
  19. Loading of the truck observed Rating
    • Checked, wrapped and secured 5 pts
    • Loaded correctly but not checked against the manifest 3 pts
    • Unwrapped or unsecured pieces 1 pt

2. Vehicle 18 items

  1. The cargo box walls are lined or padded so that pieces do not touch bare metal Yes / No 1 pt
  2. The cargo box is dry, with no roof or door leaks Yes / No 1 pt
  3. The cargo floor is swept and free of nails, staples and splinters Yes / No 1 pt
  4. The moving blankets on board are clean and free of grit Yes / No 1 pt
  5. A four-wheel dolly and a hand truck are on board and roll freely Yes / No 1 pt
  6. Lifting straps or a mattress carrier are on board Yes / No 1 pt
  7. A bin of common spare hardware (bolts, cam locks, glides) is on board Yes / No 1 pt
  8. The truck exterior and company markings are clean Yes / No 1 pt
  9. The cab is free of trash and loose items on the dashboard Yes / No 1 pt
  10. A hand vacuum or a broom and dustpan is on board for cleaning up after assembly Yes / No 1 pt
  11. The handheld or phone used for signatures and photos is charged, with a charger in the cab Yes / No 1 pt
  12. Stretch wrap and mattress bags are on board for re-wrapping a refused piece Yes / No 1 pt
  13. The cargo doors are locked whenever both crew members are inside a home Yes / No 1 pt
  14. The driver's phone or routing device is mounted for hands-free use Yes / No 1 pt
  15. Tie-down rails in the cargo box are undamaged Yes / No 1 pt
  16. Haul-away mattresses are bagged and kept apart from new merchandise Yes / No 1 pt
  17. Clean moving blankets on board at departure Number
  18. Condition of the delivery vehicle Rating
    • Clean, equipped and inspected 5 pts
    • Minor equipment or cleanliness gaps 3 pts
    • Not fit to carry customer furniture 1 pt

3. Arrival 18 items

  1. The customer was called or texted with the arrival time before the crew reached the stop Yes / No 1 pt
  2. The crew arrived within the delivery window promised to the customer Yes / No 1 pt
  3. The truck was parked without blocking a neighbor's driveway Yes / No 1 pt
  4. The truck and its ramp or liftgate stayed off the customer's lawn Yes / No 1 pt
  5. Both crew members wore a clean company uniform Yes / No 1 pt
  6. The crew introduced themselves by name at the door Yes / No 1 pt
  7. The crew asked the customer to show the room before bringing anything in Yes / No 1 pt
  8. The crew walked the path from the door to the room before unloading Yes / No 1 pt
  9. Existing marks on walls, floors or railings along the path were pointed out to the customer Yes / No 1 pt
  10. Existing marks along the path were photographed before the first piece came in Yes / No 1 pt
  11. Shoe covers were put on or floor runners laid before the first piece came in Yes / No 1 pt
  12. Door jamb protectors were fitted on tight doorways Yes / No 1 pt
  13. Doors were taken off their hinges only with the customer's permission Yes / No 1 pt
  14. The crew measured the doorway or stairwell before attempting a tight fit Yes / No 1 pt
  15. The crew confirmed the items on the delivery ticket with the customer before unloading Yes / No 1 pt
  16. No crew member smoked or vaped on the customer's property Yes / No 1 pt
  17. Minutes outside the promised window (0 if within the window) Number
  18. Arrival and first contact with the customer Rating
    • Within the window, introduced, path walked and protected 5 pts
    • Within the window but path or protection steps skipped 3 pts
    • Outside the window or pieces brought in with no protection 1 pt

4. Placement and assembly 20 items

  1. Every piece was carried into the room, not dragged or slid across the floor Yes / No 1 pt
  2. Cartons and wrapping were removed outside, in the garage or on a blanket, not on bare flooring Yes / No 1 pt
  3. Each piece was placed where the customer asked Yes / No 1 pt
  4. The crew offered to reposition pieces before starting assembly Yes / No 1 pt
  5. Sectional connectors were engaged so that the pieces do not separate Yes / No 1 pt
  6. Legs were tightened and each piece sits without rocking Yes / No 1 pt
  7. Bed frames were assembled with every bolt, slat and center support leg in place Yes / No 1 pt
  8. The mattress bag was removed and the law label left on the mattress Yes / No 1 pt
  9. The adjustable base was plugged in, its remote paired and its full range of movement tested Yes / No 1 pt
  10. Each power reclining seat was plugged in and cycled once Yes / No 1 pt
  11. Dining table leaves were test-fitted and stored where the customer asked Yes / No 1 pt
  12. Dresser mirrors were attached with the supports supplied by the manufacturer Yes / No 1 pt
  13. Anti-tip restraints were offered for chests, dressers and bookcases Yes / No 1 pt
  14. A customer's refusal of anti-tip restraints was noted on the delivery ticket Yes / No 1 pt
  15. Drawers and doors were opened and adjusted so that they line up Yes / No 1 pt
  16. Felt pads were fitted under pieces placed on hard floors Yes / No 1 pt
  17. Shipping blocks, corner protectors and protective film were removed from every piece Yes / No 1 pt
  18. All packaging was taken back to the truck Yes / No 1 pt
  19. Minutes spent at the stop Number
  20. Placement and assembly at the stop observed Rating
    • Complete, level and tested 5 pts
    • Placed correctly but with assembly details left undone 3 pts
    • Rework or return visit needed 1 pt

5. Damage handling 17 items

  1. The crew inspected each piece in good light after unwrapping it Yes / No 1 pt
  2. Minor nicks were touched up only with the customer's agreement Yes / No 1 pt
  3. Damage that could not be fixed on the spot was photographed in a wide shot and a close-up Yes / No 1 pt
  4. Photos of damage were sent to dispatch before the crew left the home Yes / No 1 pt
  5. The crew called dispatch from the home so that the customer heard the next step Yes / No 1 pt
  6. The customer was offered the choices in company policy (keep the piece until exchange, refuse it, or technician repair) Yes / No 1 pt
  7. Refused pieces were re-wrapped and tagged with the reason before being reloaded Yes / No 1 pt
  8. Damage to the customer's home was reported to dispatch from the home, with photos Yes / No 1 pt
  9. Damage to the customer's home was written on the delivery ticket Yes / No 1 pt
  10. The crew made no promise of compensation to the customer Yes / No 1 pt
  11. The customer was given the claims contact name and number in writing Yes / No 1 pt
  12. For a piece that would not fit, the opening was measured and recorded on the ticket instead of forcing the piece Yes / No 1 pt
  13. Missing parts were listed on the delivery ticket by description Yes / No 1 pt
  14. A service order or exchange was opened the same day for each damaged piece on the route Yes / No 1 pt
  15. Pieces delivered damaged or refused on this route Number
  16. Property damage reports for this crew in the last 30 days Number
  17. Handling of damage found during the route Rating
    • Documented and escalated from the home 5 pts
    • Reported at the end of the route 3 pts
    • Not reported or left for the customer to call in 1 pt

6. Customer sign-off 18 items

  1. The crew walked the customer around each piece before asking for a signature Yes / No 1 pt
  2. The customer was shown how to operate recliners, sleeper mechanisms or table leaves delivered Yes / No 1 pt
  3. Care instructions and warranty or protection plan leaflets were left with the customer Yes / No 1 pt
  4. Any balance due was collected by a payment method allowed by company policy Yes / No 1 pt
  5. The customer signed the delivery ticket or handheld listing the pieces received Yes / No 1 pt
  6. Exceptions were written on the ticket in front of the customer before signing Yes / No 1 pt
  7. A photo of each piece in place was taken with the customer's permission Yes / No 1 pt
  8. The customer received a copy of the signed ticket on paper or by email Yes / No 1 pt
  9. The crew did not ask for a tip Yes / No 1 pt
  10. When no adult was home, the crew followed company policy and left nothing unattended Yes / No 1 pt
  11. The customer was told about the post-delivery survey Yes / No 1 pt
  12. The crew checked the path for debris and removed floor runners before leaving Yes / No 1 pt
  13. Signed tickets and payments were turned in to dispatch at the end of the route Yes / No 1 pt
  14. Customer survey score for this crew last month Number
  15. Name of the driver Short text
  16. Name of the helper Short text
  17. Overall quality of the delivery observed Rating
    • On time, home protected, pieces set up and signed for 5 pts
    • Delivered and set up with protection or sign-off steps skipped 3 pts
    • Damage, missing pieces or a return visit caused 1 pt
  18. Corrective actions required Comments

About this template

This checklist is part of the InspectLoop template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

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