Information
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Job #
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Client / Site
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Crew Leader / Lead Painter:
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Location
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Job site photo
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Conducted on
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Document No.
When at pre-job walk with customer
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Introduce yourself and give them a business card with your cell phone written on it
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Confirm the start date and time
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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)
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Enter any notes below.
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Is there any concerns or special specific areas you would like us to be attentive to?
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Enter info here
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Review contract and job scope with customer, Is everything in agreement ?
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Confirm colors, paint types and locations, Is the color schedule signed off?
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Add media
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Please have customer sign off on colors.
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Pets: are there any pets dogs, cats, birds, fish, etc. that we should be concerned with?
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Shop, Is there a place where we can set up a shop to keep materials and supplies?
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Clean up: May we wash our brushes here? If so where is best?
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Restroom, Is there a restroom that we can use while we are on the job?
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Is there any furniture or fragile items that may have been previously broken? Ask customer to point it out.
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Take picture of items
Customer Wrap Up
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AWO: "Is there are any areas not included that you would like us to paint while on the job? Simply let me know"
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Discuss sign off: Emphasize final walk through and final payment on last day of job.
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Yard sign: Ask customer if ok to install yard sign
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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
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Use site visit to gather as much information as possible. Plan first day on the job: be proactive
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Note any special tools or equipment needed to complete job:
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Save and send copy to estimator, field supervisor, and office