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