1. Check that all names on file. Including payer.
2. Check full pick up address
Full Delivery Address on file - check for FADD
Enter delivery spread using BD calendar.
4. Check "other services"
*Packing options. PBO must show if no other packing package was selected.
If packing credit - look for packing debit.
5. Review inv list for:
Bulky items - need fee
Manually entered items - need dimensions WxHxDx7
Mattresses/Box Springs/TV - need pack or notes if self packs
6. Deposit - run it and update payment tab
7. Check that signed/email acknowledged terms and conditions.
8. Check log and assign job to rep/s
9. Email job to customer
10. Workspace ops - email printed estimate to firstname.lastname@example.org via "LD booked" template.
11. Workspace ops - email customer the "QA - your move is completed" template. Complete all yellow fields first!