Direct answer
A delivery checklist should run the same core steps at every stop: inspect the items for damage before they come inside, confirm the placement spot with the customer, complete the assembly or setup, remove all packaging, haul away the old items if that was part of the sale, walk the customer through how the product works, and get their acknowledgment that the job is done. Photograph the items in their final position after setup, because those photos are your record of what condition the items were in when you left. The core steps hold at every stop; the hands-on work inside them changes with whatever is on the truck.
Every delivery has a checklist tailored to the items being delivered. Completing it fully protects you, the store, and the customer. 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.
Frequently asked questions
How many photos should a delivery driver take as proof of delivery?
Two at minimum, taken after setup with the items sitting in their final position. Shoot from more than one angle and make sure the lighting is decent, because a dark or blurry photo proves nothing if there is ever a dispute about a scratch. The photos attach to the delivery record and are visible to the store team, so nobody has to call the driver to find them.
What should a driver do if furniture arrives damaged at the customer's house?
Document it at the stop, not once you are back at the store. Photograph the damage, note whether it happened in transit or was already there before loading, and flag the stop as delivered with an issue instead of simply complete. The store team is notified and can start the resolution right away, instead of hearing about it from the customer first.
Should mattress, furniture, and appliance deliveries use the same checklist?
No, the hands-on portion differs by category even though the overall flow does not. A mattress stop means setting the bed on the frame or base, demonstrating the adjustable base controls if there is one, and confirming whether the old mattress goes back on the truck. Furniture means assembly of legs, hardware, and cushions, checking that the fabric and color match the order, and testing drawers and mechanisms. Appliances mean connecting water, gas, or electrical lines, running a test cycle, and showing the customer the controls before you leave.