Prior to visiting customer (You and the sales rep)
Contacted sales rep to discuss job scope before contacting the customer

Notes / comments

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 (You and the 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?

Review scope of work & 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
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)
Before photos - take as many as you can

Review scope of work and bid hours with your crew

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 additional supplies and list below:

Save copy to Dropbox

Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.