Information
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Job # / Job Name
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Document No.
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Location
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Conducted on
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Prepared by
Prior to visiting customer (You and the sales rep)
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Contacted sales rep to discuss job scope before contacting the customer
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Notes / comments
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When is the pre-job walk scheduled for?
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Confirm the start date and time
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Who is the onsite contact & phone number
When at pre-job walk (You and the Customer)
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Introduce yourself and give them a business card
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Introduce the members of your crew.
Look over job, Ask the customer if we can take a few minutes and walk around the job?
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Review scope of work & Confirmed materials: color & sheen, and verified location to be used in.
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Is there a location where we can set up our shop and store our equipment & materials?
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Enter Note below
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Add media
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Are there restrooms we can use while on the job?
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Are there any safety concerns, hazards or special concerns you may have?
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Enter Note below
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Add media
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Is there anything that we should pay extra attention to? ( Extra special or fragile items)
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Enter Note below
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Take pictures of anything Needing extra attention
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Are there any disposal of waste and materials that we need to be aware of?
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Enter Note below
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Add media
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Set up a date for job completion walk through with the Customer. This date will need to be confirmed as it approaches.
Pre-job Wrap Up (You and your crew)
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Before photos - take as many as you can
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Review scope of work and bid hours with your crew
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Use site visit to gather as much information as possible. Plan first day on the job: be proactive
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Note any special tools or equipment needed to complete job:
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Order additional supplies and list below:
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Save copy to Dropbox
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Foreman
