Information

  • Job # / Job Name

  • Location
  • Conducted on

  • Prepared by

  • Document No.

Prior to visiting customer

  • Contact sales representative to discuss job scope Before contacting customer!

  • Enter notes below

  • When is the pre-job walk scheduled for?

  • Confirm the start date and time

  • Who is the onsite contact & phone number

When at pre-job walk with customer

  • Introduce yourself and give them a business card

  • Introduce the members of your crew.

Look over job, Ask the customer if we can take a few minutes and walk around the job?

  • Confirmed materials: color & sheen, and verified location to be used in.

  • Is there a location where we can set up our shop and store our equipment & materials?

  • Enter Note below

  • Add media

  • Are there restrooms we can use while on the job?

  • Are there any safety concerns, hazards or special concerns you may have?

  • Enter Note below

  • Add media

  • Is there anything that we should pay extra attention to? ( Extra special or fragile items)

  • Enter Note below

  • Take pictures of anything Needing extra attention

  • Are there any disposal of waste and materials that we need to be aware of?

  • Enter Note below

  • Add media

Pre-job Wrap Up

  • Use site visit to gather as much information as possible. Plan first day on the job: be proactive

  • Note any special tools or equipment needed to complete job:

  • Order paints and list below:

  • Save copy to Dropbox

  • Customer Name

  • Foreman

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.