What is a Managed Survey?
Yembo offers a Managed Survey service, in which a member of our team conducts a Smart Consult survey with your customer on your behalf.
What can you expect? Managed Survey Process and Service Level Agreements
Customers will be contacted within two days of the Managed Survey request being made.
Surveys can be scheduled any day (Monday-Sunday) between 8am-8pm ET.
The survey appointment will be scheduled based on the customer's earliest availability.
Yembo will reach out to customers daily to schedule the survey appointment via call, text, and/or email until it has been scheduled or cancelled.
The visual inventory will be available within 24 hours of the Smart Consult appointment being completed.
The move assignee will be notified via email when the survey is ready for review.
Steps to request a Managed Survey
Follow these steps to schedule a Managed survey appointment.
What happens during a Managed Survey?
We'll intro ourselves as "I'm [NAME] on behalf of [YOUR COMPANY NAME], to help get your survey completed today. After the survey, a team member at [YOUR COMPANY NAME] will be in touch about next steps."
Addresses
We’ll confirm addresses for the move.
Packing
For military and national account, we'll set to CP packing.
For COD, we'll ask customer if they want packing help and mark cartons as such per room.
Dimensions
The following items will be measured during the survey if the customer has a measuring tape handy. They will be listed on the Visual Inventory cover page: Statue, oversized vase and similar fragile items, mirrors and paintings over 4' in any dimension, glass table tops and shelves, marble/granite/stone table top, TV over 60," taxidermy, chandelier, fish tank over 20 gallons, pool table slates, piano, grandfather clock
Disassembly
These are the items that require assembly and disassembly (and sometimes handled by a 3rd party). Surveyor will ask if the customer needs help with disassembly and note as such: Large bookshelves, large entertainment center, large armoires/wardrobe, complicated bed (bunk, canopy, with drawers/trundle, sleep number, etc), complicated desk (L-shaped or with shelving/hutch), pool table and other large game tables, exercise machines, trampoline, playhouse and outdoor swingsets, platform bed.
Bulky Items
These are the items that are difficult to move due to their size/weight, or require special handling. Surveyor will sometimes ask for make/model, dimensions, or length, depending on the item. These will be listed in the "Bulky" section of the cover page of Visual Inventory: Piano, large safe, motorcycle, boat, trailer, kayak, canoe, large surfboard, heavy tool chest, hot tub, anything over 7 feet
TV
Will ask for size, dimensions, and if there is original box for shipment.
Bed
Size (king, queen, double/full, twin/single), type of mattress (coil, memory foam, pillow top), Is there a box spring and how many? If the bed is a waterbed or a platform bed?
Washing Machine
If it goes, labeled as 3rd party servicing.
Dryer
If it goes, labeled as 3rd party servicing. Also will note gas or electric.
Stove
If it goes, labeled as 3rd party servicing. Also will note gas or electric.
Refrigerator
If it goes, labeled as 3rd party servicing.
Safe
Will note make & model, approximate weight. Serial number if available.
3rd Party Servicing
These are the items that require disconnecting and dismounting, and that is often handled by a 3rd party. So we will ask the customer who will be handling the disconnecting/dismounting. If handled by the movers or 3rd party, these will be listed in the "3rd party servicing" section of the Visual Inventory: Washer/dryer, stove, refrigerator with an ice maker, light fixture, anything else connected to a waterline, gas line or directly to the electric grid, mounted TV or monitor, wall shelf, anything else attached to the wall, ceiling or floor, grandfather clock, piano with a humidifier.
Have any questions or need support? Reach out to us via chat or contact your Customer Success Manager for more information.