Title Page

  • Client Name

  • Project Name

  • Account Manager

  • Designer

  • Conducted on

  • Project Manager

Project Overview

Project Overview

  • Project Type

  • Is there a cunsultant?

  • Who?

  • Are there liquidated damages involved?

  • Are there liquidated damages involved?

  • How much, and what is the completion date.

  • Is there prevailing waging involved?

  • Is overnight travel required?

  • How much was allowed for travel?

  • Is there any programming involved?

  • What type of programming Crestron, Extron, Frontrow etc..

  • Are there submittals?

  • What do we need to submit and to who?

DPS

DPS

  • Does the scope "make sense" to All?

  • Are there obvious ommissions or any "cloudy" aspects to the Scope of Work as communicated to the client?

  • Has all paper work been submitted to accounting? (credit app, signed DPS, executed contract,/PO)

  • Has the Owner been given any "estimates" by the salesperson as to an installation start date?

  • Have all Client Responsibilities been communicated to the Client?

Planning Documentation

Documentation

Are all presale documents complied and attached in CRM?

  • DPS

  • Purchase Order

  • QA Order Document

  • Drawings

  • Pictures

  • What installation drawings are required?

  • Cover Sheet

  • Floor Plan

  • Reflected Ceiling Plan

  • Elevations

  • Signal Flow

  • Has the design been peer reviewed?

  • Are there any known material delays and/or long lead time items?

Job Site Details

  • Building/Room Construction

  • PPE

  • Installer Parking

  • Security

  • Hours of Room Availability

On Site

On site

  • Ceiling Type

  • Above Ceiling

  • Wall Type

  • Floor Type

  • Room Furniture

  • Room Layout

  • Floor Box

  • Cable Path

  • Room Risk

Tools

Tools

  • What Special Tools are Needed

  • Bandsaw

  • Hammer Drill

  • All thread

  • Unistrut

  • 5/8

  • 1 5/8

  • All Thread

  • Grid Wire

  • Lift

  • 2 Man Scissor

  • 1 Man

  • Material

  • Ladder

  • 8 foot

  • 10 Foot

  • 12 Foot

  • 14 Foot

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.