Every delivery has a checklist tailored to the items being delivered. Completing it fully protects you, the store, and the customer — and RetailGenie customizes the checklist based on what's on the truck.
The Delivery Checklist
When you tap 'Arrived at Stop,' the checklist appears. Items vary by delivery type but typically include:
- Inspect items for damage before bringing inside
- Confirm placement location with customer
- Complete assembly/setup as required
- Remove all packaging materials
- Haul away old items if included in the sale
- Walk customer through product basics (adjustable base controls, appliance features, etc.)
- Get customer acknowledgment
Product-Specific Checklists
The checklist adapts to what you're delivering:
- Mattress deliveries — Setup on the frame or base, demonstrate adjustable base controls if applicable, confirm old mattress haul-away
- Furniture deliveries — Assembly (legs, hardware, cushion placement), confirm fabric/color match with order, check drawer and mechanism function
- Appliance deliveries — Connect water/gas/electrical lines, run a test cycle, demonstrate controls to customer, ensure old unit haul-away if included
Photo Proof of Delivery
After setup, take photos of the delivered items in their final position. The app prompts you to capture at least two photos. These are attached to the delivery record and visible to the store team. Photos are your best protection against damage claims — they prove the condition of the items at the time of delivery.
Take photos from multiple angles and make sure the lighting is decent. A clear photo now saves everyone a headache later if there's ever a dispute.
Completing the Stop
Once the checklist is done and photos are uploaded, tap 'Complete Delivery.' The customer can optionally sign on screen. The store is notified instantly, and the CRM is updated automatically — no phone call needed.
Documenting Issues
If you discover damage during delivery, document it in the app immediately. Take photos of the damage, note whether it happened during transit or was pre-existing, and flag the stop as 'Delivered with Issue.' The store team is notified and can begin the resolution process right away.