KC operator guide
Washer & Dryer Rental Delivery Checklist
Use this operating checklist to prepare deliveries, confirm assigned machines, document what happened on site, and update rental records after the work is complete.
Delivery should be treated as a workflow, not a memory test
A washer and dryer delivery touches the customer, equipment, route, property, agreement, setup payment, and future service history. When those details are not checked before leaving, small misses can turn into extra trips, confused records, or customer frustration.
This checklist is focused on operating readiness and documentation. It does not teach appliance repair, electrical work, gas work, plumbing work, or installation technique. Operators should follow manufacturer instructions and applicable local requirements, and use qualified professionals where safety-sensitive work applies.
Before leaving
The delivery should start from a confirmed rental record. The operator needs to know who is receiving the machines, where the equipment is going, what set has been assigned, and what paperwork or payment readiness matters before dispatch.
- Customer name and contact method confirmed.
- Service address and access notes confirmed.
- Delivery date and time window confirmed.
- Correct assigned washer and dryer identified.
- Model, serial, or internal unit identifiers recorded.
- Washer hoses accounted for.
- Dryer power cord type reviewed where applicable.
- Dryer vent materials reviewed where appropriate.
- Dolly, tools, and basic delivery supplies loaded.
- Required agreement, setup, payment, or readiness steps reviewed.
At the property
The field visit should confirm the location can receive the machines safely and that any installation-sensitive details are handled according to manufacturer guidance, qualified help, and local requirements.
- Access path, parking, stairs, and doorways reviewed.
- Laundry space reviewed before machines are placed.
- Washer connection area visually confirmed.
- Dryer electrical or gas configuration appropriately confirmed.
- Vent path reviewed where a dryer is being placed.
- Machine placement and leveling reviewed.
- Basic operating test completed by a qualified process.
- Any exception, access problem, or customer note recorded.
Documentation
Documentation protects the next decision. The record should show what was delivered, what condition was observed, what was explained, and what still needs follow-up.
- Delivered washer and dryer identifiers recorded.
- Condition evidence captured where appropriate and privacy-safe.
- Install or delivery result recorded.
- Customer notes attached to the rental.
- Exceptions, problems, or follow-up needs documented.
- Photos or evidence stored only in approved company systems.
After delivery
Delivery is not fully complete until the operating record has caught up. Status, assignments, payment records, and follow-up tasks should match what actually happened in the field.
- Rental status updated.
- Machine assignment confirmed.
- Setup fee or payment records confirmed where appropriate.
- Any follow-up or service issue documented.
- Customer communication notes recorded.
- The next billing or review step is clear.
Where software helps
A checklist can live on paper at first, but it becomes more useful when it is connected to customer records, machine assignment, agreement readiness, payment status, and service history.
Rivet keeps delivery work tied to the same rental record that later supports service, payment review, pickup, and closeout.
- Delivery workflow connects assigned machines to the rental.
- Customer notes and access details stay visible after the visit.
- Service issues discovered during delivery can be documented for follow-up.
Connect the guide to your workflow
Delivery and pickup workflow
See how delivery, installation, pickup, and readiness connect in the product area.
Explore on RivetMachine assignment
Connect delivered machines to assignment, replacement, and return history.
Explore on RivetRental Setup
Prepare customer and property details before delivery is treated as ready.
Explore on RivetMaintenance workflow
Document service issues discovered before, during, or after delivery.
Read the guideNeed delivery work tied to the whole rental record?
Rivet connects customer readiness, assigned machines, delivery status, payment context, and follow-up history.