Free working document

The new unit fit sheet

A one page working template you fill in on the community tour so the keeper list is decided by measurements instead of by argument.

This is the sheet that stops a truck arriving with a sofa that cannot make the turn. You fill it in during the tour of the receiving unit, before any promises are made about which furniture comes, and it becomes the reference the client, the adult children, and the crew all work from.

It is deliberately short. Four stages, filled in with a tape measure, a phone camera, and the client's furniture list. Managers who use it consistently report the same thing: the hard conversations move earlier, which is exactly where you want them, because a decision made in week one costs a conversation and a decision made on move day costs a truck.

Stage one: measure the receiving unit

Stage two: measure the keeper candidates

Stage three: place the keepers on the plan

Stage four: route everything that is not going

Email me the editable version

How to use it

Use the sheet in one pass on the community tour and a second pass at the house with the client's furniture in front of you. The first pass gives you the container. The second pass gives you the contents, and the gap between the two is your keeper list.

On move day the same sheet becomes the crew instruction. Wall assignments tell the team where each piece lands, the failed fit list explains why the sectional is not on the truck, and the disposition rows tell the donation driver what is waiting in the garage. One document, three audiences, no second version to keep current.

Send me the editable copy

Send me the editable fit sheet by email so I can print it for the next community tour and fill it in on site.

No newsletter is attached to this. If you would rather skip the form, write to jimenezjulien42@gmail.com and ask for it by name.

Questions about this document

Can I use this before I have the unit floor plan?

Yes. The sheet works from measurements you take yourself, so a community marketing plan is optional. If you do have one, verify the entry width and any radiator or window sill before you trust it for placement.

How do I use this with a client who has dementia?

Fill in the measurement stages without her, then run the keeper ranking in short sessions with a familiar person present. Consent for anything sold or donated must come from whoever holds legal authority, documented before pickup.

Is a fit sheet enough to quote from?

It gives you the volume, access, and disposition load that a quote depends on, which is most of the picture. Pair it with your crew hours per room to price the package and with the lead time planner to promise a date.

When the template is done every week without you

Fit a fifty year household into a two bedroom floor plan before the moving truck is booked.