Information
-
PO#
-
Client / Site
-
Crew Leader
- Herb Little
- Ken Jackson
- Jaime Dominguez
- Mario Diaz
- Emilio Verdin
- Augustus Greene (AJ)
- Chris Hatch
-
Lead Painter
- Jose Diaz
- Jose Rivera
- Carlos Veliz
- Mark Paradise
- Chris Hatch
- Augustus Greene (AJ)
-
Location
-
Job site photo
-
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?
When at pre-job walk with customer
-
Introduce yourself and give them a business card with your cell phone written on it
-
Do you have a few moments to review the job with me?
-
Confirm the start date and time
-
Describe your crew, give small descriptions of each member.
-
Duties of trainee, Discuss openly with customer
-
Review contract and job scope with customer, Is everything in agreement ?
-
Confirm colors, paint types and locations with customer?
-
Security issues, is there anything we should be concerned with? alarms, windows, doors?
-
Enter notes below
-
Shop, Is there a place where we can set up a shop to keep materials and supplies?
-
Enter notes below
-
Clean up: Is there a sink or wash up area we can use for our clean up?
-
Enter notes below
-
Restroom, Is there a restroom that we can use while we are on the job?
-
Enter notes below
Look over job, Ask the customer if we can take a few minutes and walk around the job?
-
Is 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?
Customer Wrap Up
-
Review sequence of work
-
AWO: Additional Work Orders, Inform customer if they would like any additional work performed, you are able to write it up, I.e. color changes, additional rooms, adding trim, etc.
-
Discuss sign off: Emphasize final walk through and final payment on last day of job.
-
Yard sign: Ask customer if ok to install yard sign
-
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 report card.
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 and send to Customer Advocate
