Information
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Prepared by
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Conducted on
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Job Code:
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Client Name:
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Location
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Project Description:
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Photo of Project Location:
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Confirm location/progress of any pending needs (backordered/on-order items)
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Confirm punch list is complete
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Confirm any installation scheduling.
Walk Through With Client
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Show location of newly installed circuits in the electrical panel.
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Show location of newly installed shut-offs in plumbing.
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Go over location and operation of light switches/dimmers.
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Demonstrate how to reset GFCI
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Demonstrate proper use of fixtures (shower valves, faucets, toilets etc.)
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Demonstrate proper operation of all new appliances.
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Microwave
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Range, oven and/or cooktop
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Dishwasher
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Garbage Disposal
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Specialty appliances
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Show location of filters on any applicable appliances.
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Demonstrate Thermostat programming
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Demonstrate radiant heat programming.
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Explain ventilation usage and/or programming.
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Go over any applicable maintenance and care instructions/needs.
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Present client with all manuals and warranty paperwork.
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Remind client of extra tile, grout, and paint storage.
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Take photos or schedule time for photo shoot.
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Hand off keys/openers to homeowner.
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Thank the client for everything.
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Remove lock boxes from site.
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Double check outside cleanliness.