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Home & Property · FREE PREPARATION PACK

Moving inventory, access and provider comparison workbook

A moving conversation is clearer when every provider receives the same non-sensitive inventory, access, timing, packing and service brief. This helpful preparation resource from PickYourPro.ai helps you ask who is acting as the mover, broker, carrier or labor-only provider; what written assumptions and services are included; and how pickup, delivery and handoff will work. Federal Motor Carrier Safety Administration references apply to interstate household moves, not every move.

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This is a proposal-preparation workbook, not a weight, volume, quantity, price, valuation or schedule calculation; packing, lifting, driving or claims instruction; provider, vehicle, insurance or valuation recommendation; or contract, liability or legal interpretation. A provider should assess the actual move and explain written terms. FMCSA references are included only for interstate household moves.

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How to use this resource

Summarize room and item categories, rough counts, large or delicate items, origin and destination access, date windows, packing responsibilities and service priorities. Keep exact addresses, access codes and item values private. Ask the provider to confirm its role, assess the inventory and access, explain the written estimate basis and list included services, timing, documents and handoff responsibilities.

Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.

01

BUILD THE MOVE AND INVENTORY BRIEF

Give each provider the same non-sensitive move context. Keep exact addresses, access codes and item values private.

02

MAP ACCESS, SERVICES AND WRITTEN TERMS

Ask the provider to confirm access, its role, scope and every assumption in writing.

03

PREPARE PICKUP, DELIVERY AND HANDOFF

Tick what is ready, then assign owners for access, documents, communication and the final handoff.

04

QUESTIONS FOR A MOVING PROVIDER

Record how each provider would assess, document and complete the same move brief.

05

COMPARE THE SAME MOVING BRIEF

Use A and B in every box. Compare complete written proposals only after each provider reviews the same inventory and access context.

USE IT RIGHT NOW

Moving preparation checklist

  • Give every provider the same move type, date window, city and state, inventory-category and service brief.
  • Keep exact addresses, access codes, item values and other private details out of this public workbook.
  • List rooms, item categories and rough counts without calculating weight, volume or truck size.
  • Flag large, delicate or special-handling items for provider assessment without adding values.
  • Describe origin and destination stairs, elevators, parking, loading, reservations and timing constraints.
  • Separate packing, materials, disassembly, reassembly, storage and other requested services.
  • Ask each provider to identify its role and explain written estimate assumptions, documents and changes.
  • Compare pickup, delivery, communication, condition records, open-item handling and final handoff.

Questions to ask a moving provider

  1. What role will your business perform for this move, and who will supply, load, drive and deliver the vehicle?
  2. How will you assess the inventory and both locations before confirming a written proposal?
  3. What estimate assumptions, services, materials, labor and responsibilities are included or excluded?
  4. How are additions, access changes, delays or other scope changes approved and documented?
  5. What pickup, delivery, contact, status-update, document and handoff process will apply?
  6. For an interstate household move, how can I verify the applicable registration and required documents?

Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.

A CLEARER NEXT STEP

Ready to hear from pros?

Create an account on PickYourPro.ai only if you choose, then start a Moving request. Share the inventory categories, access, dates, packing responsibilities and requested services so participating pros can compete with proposals. Compare provider role, written estimate basis, included services, schedule, communication, handoff and fit.

Start a new request ↗

Participation and availability vary. An inventory, origin and destination access, packing and schedule review may be needed before a final moving proposal.

Keep the useful part.

The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.

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More help with your next step

Read the moving planning guide ↗Explore scope and buying decisions alongside this preparation pack.Browse free client resources ↗Find printable worksheets and questions for other services.

Official references and scope

These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 13, 2026. This pack has not been independently reviewed by a licensed specialist.

  • FMCSA: Tips for a Successful Move ↗

    Federal consumer guidance for interstate household moves. This workbook uses it only to prompt role, written-estimate, inventory and document questions for an interstate move; it does not extend federal requirements to every move.

  • FMCSA: Moving Checklist ↗

    Federal checklist for interstate household moves. This workbook uses it only to prompt comparison, registration, inventory, pickup, delivery and document questions when applicable, without interpreting legal duties.

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