DBC: Pre Job Walk

• Prepared by

• Conducted on

  Date

• Job Code:

• Client Name:

• Location
  Address

• Project Description:

• Photo of Location

  Media

Prior to Visit

• Lead Carpenter review job binder

• Review project schedule

• Lead Carpenter and Designer review details prior to leaving for home visit

• Tape Measure.

• Step Ladder.

• Flashlight.

• Drop Cloth.

• Camera (Phone or Inspection camera if necessary)

• Ensure you are in presentable attire

Arrival to Client's Home

• Knock on client's front. Designer to introduce lead carpenter to client.

• Present client a business card with hand written cell number on back

• Inform client of the meeting procedure

Review Job Binder with Client

• Verify client contact information (Home/Cell number, Email, Best point of contact)

• Home Phone:

• Cell Phone:

• Cell Phone 2:

• Email:

• Email 2:

• Best point of contact:

• Best times to call:

• Inform them of crew members that will be assigned to the job and brief descriptions of each individual (title, experience, personality etc.). Build value by describing why this crew is the best for this particular job.

• Review scope of project and contract

• Confirm start/end dates

• Review sequence of operations/schedule (how we provide the most efficient process possible)

• Review sub-contractor schedule

Review Security and Client Concerns

• Will the client be living on-site for the duration of the project?

  Yes

  No

  N/A

• Ask about home security

• Alarm:

• Enter Code:

• Keyed Entry:

• Are we able to make extra copies of keys?

  Yes

  No

  N/A

• Client will make copies

• How many:

• We will make copies

• How many?

• Is it okay to leave a lock box on-site?

  Yes

  No

  N/A

• Where?

• Photo of location (if necessary)

  Media

• Door/Gate Code:

• Enter Code:

• Other:

• Specify:

• Concerns about small children or pets?

  Yes

  No

  N/A

• Explain:

Daily Operations Details and Logistics

• Best door to utilize throughout the day

• Specify:

• Photo of door (if necessary)

  Media

• What is the preferred path for foot traffic?

Type of flooring along path:

• Hardwoods:

• Describe Condition:

• Approximately how much? (ln ft.)

• Tile:

• Describe Condition:

• Approximately how much? (ln ft.)

• Carpet:

• Describe Condition:

• Approximately how much? (ln ft.)

• Other:

• Define:

• Describe Condition:

• Approximately how much? (ln ft.)

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Any notable damage along path?

  Yes

  No

  N/A

• Describe:

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Is there a bathroom the crew can use during project?

  Yes

  No

  N/A

• Where:

• Add media

  Media

• Where is the best location for a Port-a-Jon?

• Approx. drop off date

  Date

• Add media

  Media

• Confirm best locations for vehicles

• Where:

• Add media

  Media

• Confirm material storage location

• Where:

• Add media

  Media

• Confirm best place to leave a dumpster

• Where:

• Add media

  Media

• Is there a clean up area/sink the crew can utilize?

  Yes

  No

  N/A

• Where:

• Add media

  Media

• Add media

  Media

• Can we access the WiFi?

  Yes

  No

  N/A

• Network Name:

• Password:

• Is it okay if we post a DBC yard sign?

  Yes

  No

  N/A

• Where:

• Add media

  Media

Gather Additional Site Information

• Electrical panel location

• Where:

• Add media

  Media

• Add media

  Media

• Water shut-off locations:

• Where/Type:

• Where/Type:

• Where/Type:

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Any Chases to be aware of?

  Yes

  No

  N/A

• Where/Type:

• Plumbing vents

• Where/Type:

• Add media

  Media

• Locate attic (if necessary):

• Where:

• Type of access:

• Add media

  Media

• Check opposite side of walls where work is being done:

• Any areas of concern?

  Yes

  No

  N/A

• Describe:

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Framing Direction:

• Check floor heights:

• Notes:

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Locate structural walls (if necessary)

• Does this affect the design?

  Yes

  No

  N/A

• Discuss potential options with the client

• Was an option decided on?

  Yes

  No

  N/A

• Describe:

• Describe plan to solve problem:

• Will this affect the completion date?

  Yes

  No

  N/A

• Approx. How long?

• Does an engineer need to be brought in?

  Yes

  No

  N/A

• Scope of engineering:

• Add media

  Media

• Location:

• Locate difficult surfaces

• Location:

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Are we replacing any casing?

  Yes

  No

  N/A

• Type:

• Approx. how much (ln.ft or number of doors/windows):

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Are we replacing any baseboard?

  Yes

  No

  N/A

• Type:

• Approx. how much (ln. ft):

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Are we replacing any Moldings?

  Yes

  No

  N/A

• Type:

• Approx. how much (ln. ft):

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Are there any other details to note?

  Yes

  No

  N/A

• Describe:

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

Post Walk-Through Review w/Client

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Go over any areas of concern found during walk through

• Schedule follow-up office meeting (if necessary)

• Inform customer how our AWO process works

• Discuss exit procedure

• Discuss sign-off procedures

• Discuss final payment procedures

• Thank the customer and re-affirm when we will be back