Dates are written YYYY-MM-DD and times 24-hour HH:MM in the owner's own local time. An unknown date stays blank rather than being assumed, and the owner is told it is blank.
Changeover by Nomis
by Nomis
Last checked Template updated
Takes one move from decision to settled on one dated list: every task, every service that follows the address, every box, and every dollar that has to come back, in your own Google Sheet. It chases the bond and the final bills, and keeps the handback record so the deposit has a file behind it.
Memories3Facts it already knows
The whole move lives in one Google Sheet in the owner's own Drive. Its file id is recorded in memory, and the sheet is read live before anything is said about the move.
Money owed back is chased at day 7, 14 and 30 from its due date with a short draft the owner sends. No chase is drafted twice on the same day, and only the owner marks money paid or received.
Skills8Playbooks it can run
Move Getting Started
Use on the first conversation with someone who is moving, to get the few facts needed, build their movebook from the real dates, and set the routines.
Move Setup
Use when building or reading the movebook - the six-tab Google Sheet that holds the two addresses and the dates, the task list, the services to close or open, the boxes, the money trail and the people.
Move Countdown
Use when the owner asks what is due, what is next, or how long is left - the dated view of the move, built off the real dates on the Move and Tasks tabs.
Move Places
Use when the owner mentions a utility, service, account, bank, insurer or subscription that has to follow them - closing, transferring or opening it.
Move Boxes
Use when the owner sends a box number, asks what is in a box, or is packing - numbering, contents, which place a box is at, and the first-night box.
Move Money
Use whenever money moves in a move - a bond or deposit, a final bill, a refund, a fee - and when it is time to chase what is still owed back.
Move Old Place
Use in the last weeks before handing back a rented place, and after - the condition record, readings, keys and cleaning, so the deposit comes back.
Move Health
Use whenever a move question touches health, safety, children, accessibility or a service that could be cut off - what you may say, and the hard stops.
Routines2Jobs that run on their own
move-today
Daily check of what is due today and in the next three days for the owner's move, read live from the owner's sheet, plus anything late; silent when nothing is due.
move-week
Sunday week-ahead for the owner's move from that same sheet - what needs the owner at either place, what needs paying, what needs booking, who is needed where; silent when there is nothing.
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