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Generating and sending a Visual Inventory

Turning a completed survey into a shareable item list.

Written by Yembo

Reviewing survey results

Once survey results have been reviewed, generate the Visual Inventory from the overview tab by clicking Generate Visual Inventory.

Generating the document

Select the appropriate options and add any notes about the move. These appear on the first page of the document, which is useful for details the customer should see. Click Generate Visual Inventory to create the document.

The different copies appear on the left-hand side, and clicking a copy opens it to show all of the pictures and inventory information from the move.

Sharing the Visual Inventory

The Visual Inventory is commonly shared with the crew internally to get eyes on the home beforehand, and with the shipper to confirm everything is accounted for and everyone is aligned for the day of the move.

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