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?
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.
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.
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