Pre-Job Walk Checklist - 2023

Information

Prior to visiting customer

Contact sales representative to discuss job scope Before contacting customer!
Enter notes below
Contact customer and schedule pre-walk at least three days before starting project
When is the pre-job walk scheduled for?
Send copy of form to Operations Manager when job-walk has been scheduled

Introduce yourself and give them a business card with your cell phone written on it
Do you have a few moments to go over checklist 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, Is the color schedule signed off?
Take pic of color schedule for are records
Security issues, is there anything we should be concerned with? alarms, windows, doors?
Enter notes below
Pets: are there any pets dogs, cats, birds, fish, etc. that we should be concerned with?
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
Did you read your customer responsibility section in your proposal ?
Is there anything you you need additional assistance with.
Enter Note below
Add media

Is there any old hardware you would removed, picture hooks, nails, etc.?
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
Is there hardwood floors?
Notes scratches below
Take pictures of things noted
Customer sign off:
Will we have to move the fridge?
Can you move the fridge? If not we can but need you to sign a wavier for floor damage.
Add signature
Is there old paint drips or spills, paint on glass or hardware
Enter Notes below
Take pictures of things noted
Customer sign off:
Do you have safety hazards on your project?
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Take a picture of safety hazard

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
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.

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