Virtual Moving Survey Checklist

Prepare rooms, measurements and access details for a virtual moving survey, then verify that the resulting inventory matches what will move.

Before the appointment

1. Confirm the survey method Ask whether the survey is live video, recorded video or another agreed process. Confirm the carrier contact, date, connection and how hidden storage areas will be shown.
2. Create the room list Include closets, attic or basement spaces you can access safely, garage storage, outdoor belongings and items temporarily elsewhere. Mark items excluded from the shipment.
3. Prepare measurements Record large-item outer dimensions and relevant doorway or elevator dimensions. Do not climb or move heavy furniture merely to improve the video view.

During the survey

1. Follow one room sequence Show the complete room before focusing on special pieces. Identify packed cartons and the items still to be packed so the same contents are not counted twice.
2. Describe both access routes Show stairs, carrying routes and loading restrictions that you can document. Obtain destination photographs or building information when you cannot visit.
3. Name special services Identify disassembly, packing, storage, extra stops and specialist work that needs a separate scope. Ask what remains unresolved.

After the survey

1. Reconcile the inventory Compare each room and excluded-item list with the provider’s inventory. Send corrections using stable item IDs rather than only a general statement that something is missing.
2. Save the evidence Keep the dated inventory, written estimate, survey notes and messages together. Follow the carrier’s document process if additional goods or services change the shipment.
3. Record a change deadline Set an internal date to confirm pending sales or purchases. It is a planning deadline, not a universal legal cutoff.

FMCSA’s 2022 rule recognizes virtual surveys and removes the old distance exception. This preparation checklist is not a survey waiver, carrier estimate or substitute for the applicable interstate paperwork. Intrastate requirements may differ.