Skip to main content

Free form template · Plan & deliver

Delivery schedule template for installation projects

A delivery schedule for installers: one entry per delivery, planned before it's booked and completed when it lands, so the right kit reaches the right place when the crew needs it.

Use this template in Integrio →Download PDF

Free 7-day trial · no credit card required

5
Sections
29
Fields
9
Field types

What should a delivery schedule include?

A delivery schedule should list, for each delivery: the supplier and purchase order, the items and quantities, the number of pallets and heaviest item, the date and time slot, how the vehicle gets in and is unloaded, who meets it, where the goods are stored, and who received and checked them, with any shortages or damage.

Last updated .

Who uses it

Project managers and coordinators planning deliveries for an installation project, and whoever receives the goods on site or at the warehouse.

When

When orders are placed, again when each slot is confirmed with the supplier and site, and on the day each delivery arrives.

In Integrio

Build it once in the Form Builder (Office User), attach it to projects, and your team fills it in on iOS or Android, offline if needed.

IntegrioFree template · integrio.app/forms/delivery-schedule-template/

Delivery schedule template for installation projects

A delivery schedule for installers: one entry per delivery, planned before it's booked and completed when it lands, so the right kit reaches the right place when the crew needs it.

Project
Site
Completed by
Date

The template

What's in the delivery schedule template?

5 sections and 29 fields. Copy them into any format, print this page, or set the form up in Integrio.

  1. 1.Project and site rules

    Filled in once per project; applies to every delivery below.

    1. 1.1

      Project and site addressRequired

      Text
    2. 1.2

      Site contact for deliveriesRequired

      Name and phone number the driver can call.

      Text
    3. 1.3

      Permitted delivery hours

      e.g. weekdays 8:00–15:00, no deliveries during school drop-off.

      Text
    4. 1.4

      Deliveries must be booked with the siteRequired

      • Yes
      • No
      Yes / No

  2. 2.Delivery

    One entry per delivery.

    1. 2.1

      Delivery referenceRequired

      e.g. DEL-03. Numbered in order of arrival.

      Text
    2. 2.2

      SupplierRequired

      Text
    3. 2.3

      Purchase order numberRequired

      Text
    4. 2.4

      Items and quantitiesRequired

      Or attach the order confirmation.

      Notes
    5. 2.5

      Needed for (install phase or area)

      e.g. Block B roof, phase 2 chargers.

      Text
    6. 2.6

      Number of pallets(pallets)

      Reading
    7. 2.7

      Heaviest single item(kg)

      Decides how it can be unloaded.

      Reading
    8. 2.8

      Delivery dateRequired

      Date
    9. 2.9

      Time slotRequired

      • AM
      • PM
      • Timed slot
      • All day
      Choose one
    10. 2.10

      Timed slot

      ↳ Shown when Time slot is Timed slot

      Text
    11. 2.11

      StatusRequired

      • Planned
      • Confirmed with supplier
      • Booked with site
      • Delivered
      • Part delivered
      • Rescheduled
      Choose one

  3. 3.Access and unloading

    1. 3.1

      Site booking reference

      ↳ Shown when deliveries must be booked with the site

      Text
    2. 3.2

      Delivery pointRequired

      Gate, loading bay or compound the driver should use.

      Text
    3. 3.3

      Vehicle limits

      • No articulated lorries
      • Height barrier
      • Weight limit
      • Narrow access
      • None
      Choose any
    4. 3.4

      Unloading methodRequired

      • Tail-lift
      • Forklift on site
      • Crane or lorry-mounted crane
      • By hand
      • Supplier to confirm
      Choose one
    5. 3.5

      Who meets the driverRequired

      Text

  4. 4.Storage

    1. 4.1

      Stored atRequired

      • Our warehouse
      • Site compound
      • Locked store on site
      • Straight to install area
      Choose one
    2. 4.2

      Exact location

      e.g. container 2, level 3 plant room.

      Text
    3. 4.3

      Move to install area by

      Date

  5. 5.Receipt

    Completed on the day. Use the equipment delivery checklist for the line-by-line check.

    1. 5.1

      Date and time arrivedRequired

      Date
    2. 5.2

      ResultRequired

      • Complete and undamaged
      • Short
      • Damaged
      • Wrong items
      • Refused
      Choose one
    3. 5.3

      Discrepancy details

      ↳ Shown when Result is anything other than Complete and undamaged

      Notes
    4. 5.4

      Photos

      ↳ Shown when Result is anything other than Complete and undamaged

      Photo
    5. 5.5

      Follow-up delivery date

      ↳ Shown when Result is Short, Damaged or Wrong items

      Date
    6. 5.6

      Received and checked byRequired

      Signature

Delivery schedule template from Integrio, free to use and adapt. Run it on phones, offline, with photos and signatures: integrio.app · Free 7-day trial, no credit card required.

Use this template in Integrio →Download PDF

From the field

How do you get the most from a delivery schedule template?

01

Plan deliveries from the install programme, backwards

Start from the day each area is installed and work back. Kit that arrives weeks early needs storing and guarding; kit that arrives late stands a crew down.

02

Ask the supplier how it's coming

Pallet count, vehicle size and whether it has a tail-lift decide whether you need a forklift or a crane. Find out when you book, not when the lorry is at the gate.

03

Name the person who meets the driver

“Site will take it” is how pallets end up left at the wrong gate. Put one name and one phone number against every delivery.

04

Close each entry on the day

Mark every delivery complete, short or damaged as it lands. A schedule that's only updated weekly can't tell you what's missing before the crew arrives.

Frequently asked questions

What do people ask about the delivery schedule template?

Ask our team →

Is this delivery schedule template free?

+

Yes. Copy the fields into a spreadsheet, print them, or set them up in Integrio, where each delivery sits on the project alongside the products it contains.

What's the difference between a delivery schedule and a delivery checklist?

+

The schedule is the plan across the whole project: which deliveries are coming, when, and how they'll be unloaded and stored. The equipment delivery checklist is the goods-in check for one delivery, line by line against the order.

How does Integrio handle delivery schedules?

+

Delivery schedules in Integrio track incoming and outgoing items for each project and flag incomplete orders. Items are checked in by scanning their QR code, and with ERP integration a delivery schedule can be created from a purchase order.

How do I use this template in Integrio?

+

Delivery schedules and the Form Builder are on the Office User plan (£65 per user per month). Whoever receives the goods completes the receipt and scans QR codes in the mobile app on the Field Service User plan (£15 per user per month), offline if needed.

Go deeper

Related guides and templates.

SolutionInstallation Management in Integrio→TemplateEquipment delivery checklist→FeatureProduct management and delivery schedules→FeatureERP integration for purchase orders→SolutionEquipment tracking software→TemplateEquipment delivery checklist→TemplateG99 application checklist→

Stop retyping paper forms

Run the delivery schedule template on your team's phones.

Start free trial →Arrange a demo