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

  • Foreman

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