1. Share the shipment details
Provide the equipment description, quantity, photos, dimensions, weight, origin, destination and preferred timing.
2. Review access and handling
Identify docks, forklifts, liftgates, stairs, loading windows, restricted access and any item that cannot be tilted or disassembled.
3. Define the requested services
Clarify whether the request includes pickup, packing, palletizing, separately agreed storage or carrier handoff.
4. Confirm scope and assumptions
The team may request more information or an inspection before confirming availability, included work and pricing in writing.
5. Coordinate the next handoff
Before work begins, confirm the responsible contacts, origin and destination requirements, timing and any documents needed for release or delivery.