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Long haul request checklist

Customer Information

Name of the customer

Contact details (phone number, email address)

Company name (if applicable)

Billing address

Pickup Details

Pickup location

Pickup date and time

Point of contact at the pickup location

Special instructions (if any)

Delivery Details

Delivery location

Delivery date and time

Point of contact at the delivery location

Special instructions (if any)

Shipment Information

Type of goods being transported

Quantity of goods

Weight and dimensions of the shipment

Hazardous material information (if applicable)

Packaging requirements (if any)

Equipment Requirements

Type of truck/trailer required (e.g., dry van, flatbed, refrigerated)

Special equipment needed (e.g., liftgate, pallet jack)

Temperature control requirements (if applicable)

Insurance and Liability

Insurance coverage details

Liability responsibilities (shipper, carrier, or consignee)

Pricing and Payment

Negotiated rate or pricing agreement

Payment terms (prepaid, collect, or third party billing)

Any additional charges or fees (fuel surcharge, detention)

Documentation

Bill of lading (BOL) preparation

Customs documentation (if applicable)

Any specific paperwork required by the customer or authorities

Tracking and Communication

Tracking system or technology to be used

Communication channels between the carrier and customer

Updates and notifications for pickup, delivery, and any delays

Confirmation and Review

Confirmation of all details with the customer

Review of the checklist with the operations team

Final approval and scheduling of the long haul request

Note: This checklist serves as a general guide and may vary depending on the specific requirements and policies of the transportation organization.

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