Moving Checklist Spreadsheet Template

Lists tasks to complete before, during, and after moving to a new property.

Moving Checklist
Purpose: This checklist helps ensure all tasks are completed before, during, and after moving to a new property.

Client Name:	{clientName}
Move Date:	{moveDate}
New Address:	{newAddress}

Pre-Move Tasks
Task	Deadline	Completed (Yes/No)
{#preMoveTasks.task}	{#preMoveTasks.deadline}	{#preMoveTasks.completed}

Moving Day Tasks
Task	Responsible Person	Completed (Yes/No)
{#movingDayTasks.task}	{#movingDayTasks.responsible}	{#movingDayTasks.completed}

Post-Move Tasks
Task	Due Date	Completed (Yes/No)
{#postMoveTasks.task}	{#postMoveTasks.dueDate}	{#postMoveTasks.completed}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download Excel Template (.XLSX)

Customize Template

Download the Moving Checklist template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload & Configure

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Generate Documents

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Moving Checklist Using Forms

collect moving details via web form to generate personalized moving checklist

let users enter move-in and move-out dates to create customized moving timeline in Excel

capture packing preferences through a form to auto-create a categorized packing list

collect property type and size from renters to generate relevant checklist tasks

use moving checklist form on real estate websites to provide downloadable Excel checklist

Generate Moving Checklist Using APIs

trigger moving checklist spreadsheet generation from CRM when client confirms new address

auto-generate moving task list in Excel when lease agreement is signed via e-signature API

create Excel moving checklist when real estate transaction closes in sales system

generate custom moving checklist based on user profile data from a mobile app

automatically produce moving preparation spreadsheet when utility setup is scheduled via API

Integrations / Automations

use Zapier to generate Excel moving checklist when new lead is added to HubSpot

auto-create personalized moving spreadsheet from Typeform submission via Make

generate moving checklist Excel when new booking is made in Calendly

integrate with Trello to send moving tasks into checklist Excel template weekly

trigger spreadsheet creation through Google Sheets and send checklist via email using automation

Other templates in Real Estate & Property

HOA Violation Notice

DocumentDOCX

Notice sent by homeowner associations for violations of community rules.

Real Estate Open House Invitation

DocumentDOCX

Printable or digital invitation template for promoting open house events.

Room Rental Agreement

DocumentDOCX

Agreement for renting a room in a shared property with common areas.

Utility Expense Tracker

SpreadsheetXLSX

Tracks utility costs for rental properties to manage operating expenses.

Real Estate & Property Templates