Transport and delivery: Enquiry form for delivery and assembly operators
An enquiry form for delivery and assembly operators that records per order the items, assembly requirements and situation at the delivery address, so the crew knows what awaits them.
What makes an enquiry complete for delivery and assembly operators.
At delivery and assembly operators, an order often arrives as an item code from the retailer's system, with an address and a phone number. What the crew needs at the door is missing. Does the customer live on the third floor, is there a lift and will the wardrobe fit in it? Does a wall cabinet go on plasterboard or concrete? Is there somewhere to park the van? Without those details, the crew brings the wrong tools, the planner allows too little time or an item turns out not to fit up the stairwell. Each time that happens, it costs a second trip and an unhappy consumer.
Enquiry form for delivery and assembly operators
Example- 1
Items and assembly per line
DoneEach order line holds the item, the quantity and the chosen service: delivery only, placement or full assembly.
- 2
The situation at the home
In progressThe form asks about floor level, lift, width of stairwell or door, parking and the type of wall anything needs fixing to.
- 3
Pass on a complete order
NextThe planner receives the order with items, assembly work and home situation in one overview.
From form to assessed enquiry.
Items and assembly per line
Each order line holds the item, the quantity and the chosen service: delivery only, placement or full assembly. For assembly, the form asks about specifics such as wall fixing or a made-to-measure adjustment. Items the retailer has flagged as heavy or bulky trigger extra questions about the route inside.
The situation at the home
The form asks about floor level, lift, width of stairwell or door, parking and the type of wall anything needs fixing to. A consumer can add a photo of the stairs or the spot. If they do not know something, they can say so, so the planner can call beforehand.
Pass on a complete order
The planner receives the order with items, assembly work and home situation in one overview. Missing details are flagged. From the answers comes a first estimate of the time needed and whether a two-person crew is required. The consumer gets a confirmation of the situation given, so a mistake can still be corrected.
Enquiries in one place, not the inbox.
Orders currently arrive through an export or link with the retailer's system, sometimes as an email with a packing list. The home situation is then chased by phone or not asked at all. The form adds what the crew needs to the retailer's order, without replacing the order itself. The retailer remains owner of items and sales data; the consumer of the home situation; the operator of planning and the time estimate.
Let consumers fill it in or call them
A consumer who enters floor level, lift and wall type themselves saves the planner a lot of calls. But not everyone fills it in, and some do not know what plasterboard is. Calling gives more reliable details, but takes time. A form with simple questions and photos, backed by calls where answers are missing, combines both.
Retailer or consumer as the source
The shop knows which item was sold; the consumer knows what their home looks like. The form has to bring both sources together without the shop having to ask about stairwells. Usually the shop sends the order and the consumer then gets a link to add the home situation.
Free text or fixed choices
Free text leaves room for specifics, but is hard to use when planning. Fixed choices for floor level, lift, wall type and parking make orders comparable and usable for time estimates. A free field for everything else, such as a dog that needs to stay inside, remains useful for the crew.
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Read the storyWhich questions the form asks.
The software reads retailer orders from their export or order portal, and the consumer gets a link with questions about floor level, lift, stairwell, parking and wall type. Only once everything is complete does the order reach the planner. Two orders go through it with us before you start using it: a bed for the ground floor, and a tall wardrobe going to an upstairs flat without a lift where the consumer does not know the wall type. Adding more retailers and letting the consumer send photos of the spot can be switched on whenever you want.
View pricingHosting and careGood to know.
Explore pricing and optionsWhat if the consumer does not fill in the form?
The planner sees that the home situation is missing and can call. After a reminder by email or message, the order can also be planned on assumptions, such as no lift and an ordinary staircase, with a flag that the situation has not been confirmed. The crew then knows to be ready for surprises.
Can the form check whether an item will fit through the door?
Not with certainty. It can set the packed dimensions of the item against the width of stairs or door that was given, and warn when it gets tight. The planner then calls or asks for a photo before the crew ends up at a door the item will not pass.
Do retailers need to change how they send orders?
Not necessarily. If their export or order portal contains items, quantities, address and contact details, the software reads the order from it and the form only adds the home situation. If details about the chosen service are missing, we discuss with the retailer at the start how to include them.
What do we do with special requests from the consumer?
They go in a free field and become visible to planner and crew. If it falls outside the service, such as shortening a wardrobe, the planner judges whether it is possible and on what terms. The consumer hears about it before the crew arrives.
What often connects to this.
- Website for delivery and assembly operatorsA website for delivery and assembly operators that explains per item type what delivery with assembly includes, what the customer needs to arrange at home and where the service stops.
- Quotation software for delivery and assembly operatorsQuotation software for delivery and assembly operators that builds prices from assembly minutes per item, floor charges and surcharges, so retailers and consumers know what they are paying for.
- AI enquiry assistant for delivery and assembly operatorsAn AI enquiry assistant for delivery and assembly operators that helps consumers with questions about preparing their home, using approved information, and passes exceptions to planning.
Enquiries that arrive complete.
Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.
WhatsAppinfo@vorlyo.com Enquiry form for delivery and assembly operators: record items, assembly requirements and the situation at the delivery address before the crew sets out.
- Items and assembly per line
- The situation at the home
- Pass on a complete order