Prior to visiting customer

  • Contact sales representative to discuss job scope Before contacting customer!

  • Enter notes below

  • Contact customer and schedule pre-walk at least three days before starting project

  • When is the pre-job walk scheduled for?

  • Send copy of form to customer advocate when job-walk has been scheduled

When at pre-job walk with customer

  • Introduce yourself and give them a business card with your cell phone written on it

  • Do you have a few moments to go over checklist with me.?

  • Confirm the start date and time

  • Confirm working hours (7-3:30, 8-4:30, etc.)

  • Review the sequence of work. Is there a room or area you want completed first? (don't allow the job to go too far off sequence)

  • Describe your crew, give small descriptions of each member.

  • Duties of trainee, Discuss openly with customer

  • Review contract and job scope with customer, Is everything in agreement ?

  • Confirm colors, paint types and locations, Is the color schedule signed off?

  • Take pic of color schedule for our records or perform color schedule on iAuditor and send to office

  • Security issues, how should we lock up, is there anything we should be concerned with? alarms, windows, doors?

  • Pets: are there any pets dogs, cats, birds, fish, etc. that we should be concerned with?

  • Enter notes below

  • Shop, Is there a place where we can set up a shop to keep materials and supplies?

  • Enter notes below

  • Clean up: Is there a sink or wash up area we can use for our clean up?

  • Enter notes below

  • Restroom, Is there a restroom that we can use while we are on the job?

  • Enter notes below

  • Customer responsibility sheet: Did you receive your customer responsibility sheet ?

  • Is there anything you you need additional assistance with.

  • Enter Note below

  • Add media

Look over job, Ask the customer if we can take a few minutes and walk around the job?

  • Is there any old hardware you want removed, picture hooks, nails, etc.? Remind customer about the rule that if they want to take down a wall item and not put it back up, they are to pull the nail or hook and we will patch the holes. If they want to leave the item in the same place, leave the nail or hook and we will work around it.

  • Enter Note below

  • Add media

  • Is there anything that we should pay extra attention to? (Extra special or fragile items)

  • Enter Note below

  • Take pictures of anything needing extra attention

  • Discuss customer responsibilities for moving fragile or valuable items or artwork.

  • Remind them that they should disconnect any electrical components prior to starting.

  • Are there hardwood or stone floors?

  • Notes scratches below

  • Take pictures of things noted

  • Customer sign off:

  • Are there old paint drips or spills, paint on glass or hardware, scratched glass?

  • Enter Notes below

  • Take pictures of things noted

  • Customer sign off:

  • Is there any furniture or fragile items that may have bee previously broken? Ask customer to point it out.

  • Take picture of items

  • Customer sign off:

  • If Exterior, discuss having landscape items trimmed prior to start

  • If Exterior, discuss pressure washing, need to make sure windows are closed and remind them that window cleaning after the job is not part of the scope of work.

  • If Exterior, remind them that sprinklers need to be turned off for the duration of the project.

  • Notes about any additional items of importance:

Customer Wrap Up

  • Review sequence of work

  • AWO: Additional Work Orders, Inform customer if they would like any additional work performed, you are able to write it up, I.e. color changes, additional rooms, adding trim, etc.

  • Discuss sign off: Emphasize final walk through and final payment on last day of job.

  • Yard sign: Ask customer if ok to install yard sign

  • Remind customer that you would like to schedule a walk through at the end of the job with them and that you will be collecting payment on the last day of the job.

  • Thank Customer and confirm your intentions to do a good job. Mention how important it will be to get A's on the report card.

Pre-job Wrap Up

  • Use site visit to gather as much information as possible. Plan first day on the job: be proactive

  • Note any special tools or equipment needed to complete job:

  • Order paints and list below:

  • Walk door knob flyers if you have the time.

  • Save copy to your job folder in Dropbox and send copy to office.

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