Pre-Job Walk Checklist - 1

• PO#

• Client / Site

• Crew Leader

  Select Justin Sullivan Gary Stahl Adam Glass Jason Harman Josh Loose

  • Justin Sullivan
  • Gary Stahl
  • Adam Glass
  • Jason Harman
  • Josh Loose

• Lead Painter

  Select Keith Meckley Keith Miller Rich Forte Shawn Brehm Josh Buch David Bakeberg Doug Brubaker Allen Connor John Hulshart Tony Marrero Alex Morales Ryan Sullivan Illio Rivera

  • Keith Meckley
  • Keith Miller
  • Rich Forte
  • Shawn Brehm
  • Josh Buch
  • David Bakeberg
  • Doug Brubaker
  • Allen Connor
  • John Hulshart
  • Tony Marrero
  • Alex Morales
  • Ryan Sullivan
  • Illio Rivera
• Location
  Address

• Job site photo

  Media

• Conducted on

  Date

• 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?

  Date

When at pre-job walk with customer

• Introduce yourself and give them your business card. Let them know they can contact you via your cell phone.

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

  Yes

  No

  N/A

• Confirm the start date and time

  Date

• 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 ?

  Yes

  No

  N/A

• Confirm colors, paint types and locations with customer?

  Yes

  No

  N/A

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

  Yes

  N/A

• Enter notes below

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

  Yes

  No

  N/A

• Enter notes below

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

  Yes

  No

  N/A

• Enter notes below

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

  Yes

  No

  N/A

• 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?

  Yes

  N/A

• Enter Note below

• Take photo of any hazards

  Media

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

  Yes

  N/A

• Enter Note below

• Take pictures of anything Needing extra attention

  Media

• Are there any disposal of waste and materials that we need to be aware of?

  Yes

  No

  N/A

Customer Wrap Up

• Review sequence of work

  Yes

  N/A

• 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.

  Yes

  N/A

• Discuss sign off: Emphasize final walk through and final payment on last day of job.

  Yes

  N/A

• Yard sign: Ask customer if ok to install yard sign

  Yes

  No

  N/A

• How long can we keep it there? (Weeks)

• 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