Pre-Job Walk Checklist

• Date

  Date

• Job Name/Job #

• Crew Leader

  Chris V

  Chet K

• Lead Painter

  James Fagg

  Leobardo Garcia

  Leonardo Gonzales

  Memo Rodriguez
• Location
  Address

• Job site photo

  Media

• Prepared by

Prior to visiting customer (You and Rep)

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

• Enter notes below

• When is the pre-job walk scheduled for?

  Date

• When is job start date?

  Date

• Who is job contact

  Yes

  No

  N/A

• Job contact

Pre-Job Walk (You & Customer)

• Introduce yourself

• Give them a business card with your cell phone written on it

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

• Do you have a few moments to review the job with me?

  Yes

  No

• Confirm the start date and time

  Date

• Review contract and job scope with customer.

• Is everything in agreement ?

  Yes

  No

• Enter notes below

• Did you confirm colors, paint types and locations?

• Any changes to colors or locations?

  Yes

  No

• Enter notes below

• Security issues, is there anything we should be concerned with? alarms, windows, doors?

  Yes

  No

• Enter notes below

• Shop, Is there a place where we can set up a shop to keep materials and supplies?

  Yes

  No

• Enter notes below

• Clean up: Is there a sink or wash up area we can use for our clean up?

  Yes

  No

• Enter notes below

• Restroom, Is there a restroom that we can use while we are on the job?

  Yes

  No

• Enter notes below

• Who do I contact if I need to get some vehicles moved?

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

  Yes

  No

• Enter notes below

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

  Yes

  No

• Enter Note below

• Take pictures of anything Needing extra attention

  Media

Customer Wrap Up

• Review sequence of work with customer

• AWO: Additional Work Orders - Inform customer you are able write up any additional work they want. (Color change, additional rooms, etc.)

• Discuss sign off: Emphasize sign off after final walk through

• Thank Customer: Extend Thank you and confirm you intentions to do a good job. Mention how important it will be to get A's on the performance review.

Pre-job Wrap Up (You & your Crew)

• Before photo

  Media

• Use site visit to gather as much information as possible. What's your plan for first day on job?

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

• Order paints and list below:

• Save copy to Your Box and send to PM