Booking & On-Site Quote: the full procedure
Confirm the job by phone or web, then deliver an accurate on-site volume quote before any work begins.
- Applies to: Office/dispatch, crew lead
- Frequency: Every booked job
- Scope: Covers how a lead becomes a scheduled, quoted job — capturing details, setting expectations, and producing a written on-site estimate. Pricing accuracy and authorization steps are defined here; any physical assessment defers to the safe-lift and no-take SOPs and your safety plan.
What you need
- Phone/CRM or booking form
- Tape measure
- Truck volume reference card
- Quote/estimate form
- Clipboard or tablet
- Camera
The procedure, step by step
- Capture the lead — Record customer name, address, phone, email, item list, access notes (stairs, elevator, parking), and preferred date/time window.
- Pre-screen for no-take items — Ask whether the load includes refrigerant appliances, paint, chemicals, tires, batteries, or e-waste so the crew arrives prepared; flag anything requiring special routing.
- Confirm the appointment — Lock the date and arrival window, send a confirmation, and note the dispatch on the schedule.
- Arrive and introduce — Greet the customer, confirm the scope, and put on identifying gear so the customer knows the crew is yours.
- Walk the load with the customer — View every item to be removed; point out anything the business cannot take and explain why.
- Measure the volume — Estimate how much truck space the load fills using the volume reference card; note heavy/awkward items and access surcharges.
- Present the written quote — State the price by volume plus any surcharges and disposal fees; explain what is included.
- Get authorization — Have the customer approve the quote in writing or digitally before loading begins.
Quality check before you finish
- Customer name, address, and contact captured correctly
- No-take items identified and flagged before arrival
- Volume measured against the standard truck reference, not eyeballed loosely
- All surcharges (stairs, heavy items, special disposal) disclosed up front
- Quote presented in writing before any item is touched
- Customer authorization obtained and recorded
- Photos taken of the load and access path
This is a free, source-anchored standard operating procedure (SOP) you can print and hand to staff. It documents the work sequence for a Junk Removal business — not safety or regulatory rulings, which defer to the cited authorities, the applicable code, and your own health-and-safety plan. Open the tool above to print it, toggle ink-saver, or (with a free ToolFluency Business account) edit it to match your own workflow.
Sources
- U.S. Small Business Administration — pricing & customer agreements (sba.gov)
- EPA — household hazardous waste & what cannot go in the trash (epa.gov)
- Federal Trade Commission — clear pricing & estimates (ftc.gov)
About Free Junk Removal Booking & Quote SOP (Printable)
Free printable SOP for booking junk removal jobs and giving accurate on-site volume quotes — lead capture, no-take pre-screen, written authorization. No signup.
How to use
- Read the full procedure top to bottom before the work — the SOP runs in order and each step builds on the last.
- Toggle Ink-saver (black & white) for a cheaper mono print for the binder; leave it off for the full-color version.
- Click Print SOP to print or save as PDF. Print one per crew, laminate it for the binder, or attach it to the job in your scheduling system.
- Train new hires on it and have staff sign off. Found something out of date? Use the feedback link — flagged SOPs are re-researched against the source list.
Frequently asked questions
Why quote on site instead of over the phone?
Customers routinely under- or over-describe a load, and access factors like stairs or parking change the labor involved. An on-site volume measurement against a standard truck reference produces an accurate price and prevents disputes. Pre-screening for refrigerant appliances and hazardous items by phone still helps the crew arrive prepared.
What should I ask before booking to avoid surprises?
Ask for an item list, access details (stairs, elevator, parking distance), and specifically whether the load contains refrigerant appliances, paint, chemicals, batteries, tires, or e-waste. Those items may not be haulable in a standard load and must be routed under EPA and local disposal rules — flagging them early protects the quote and the crew.
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