When at pre-job walk with customer

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

Confirm the start date and time

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)

Enter any notes below.

Is there any concerns or special specific areas you would like us to be attentive to?

Enter info here

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

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

Add media
Please have customer sign off on colors.

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

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

Clean up: May we wash our brushes here? If so where is best?

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

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

Take picture of items
Customer Wrap Up

AWO: "Is there are any areas not included that you would like us to paint while on the job? Simply let me know"

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.

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:

Save and send copy to estimator, field supervisor, and office

Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.