Information

  • Prepared by

  • Conducted on

  • Job Code:

  • Client Name:

  • Location
  • Project Description:

  • Photo of Project Location:

  • Confirm location/progress of any pending needs (backordered/on-order items)

  • Confirm punch list is complete

  • Confirm any installation scheduling.

Walk Through With Client

  • Show location of newly installed circuits in the electrical panel.

  • Show location of newly installed shut-offs in plumbing.

  • Go over location and operation of light switches/dimmers.

  • Demonstrate how to reset GFCI

  • Demonstrate proper use of fixtures (shower valves, faucets, toilets etc.)

  • Demonstrate proper operation of all new appliances.

  • Microwave

  • Range, oven and/or cooktop

  • Dishwasher

  • Garbage Disposal

  • Specialty appliances

  • Show location of filters on any applicable appliances.

  • Demonstrate Thermostat programming

  • Demonstrate radiant heat programming.

  • Explain ventilation usage and/or programming.

  • Go over any applicable maintenance and care instructions/needs.

  • Present client with all manuals and warranty paperwork.

  • Remind client of extra tile, grout, and paint storage.

  • Take photos or schedule time for photo shoot.

  • Hand off keys/openers to homeowner.

  • Thank the client for everything.

  • Remove lock boxes from site.

  • Double check outside cleanliness.

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.