Information
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PO#
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Client / Site
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Field Supervisor
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Crew Leader
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Job Leader
- Ashoor Lado
- Cristo Gomez
- Dylan Putnam
- Edwin Rodriguez
- Guillermo Arroyo
- Javier Maldonado
- Julian Montoya
- Logan Pires
- Nathan Tanquary
- Rogelio Flores
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Conducted on
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Prepared by
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Document No.
Prior to visiting customer
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Contact sales representative to discuss job scope Before contacting customer!
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Enter notes below
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Contact customer and schedule pre-walk at least three days before starting project
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When is the pre-job walk scheduled for?
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Send copy of form to Operations Manager when job-walk has been scheduled
When at pre-job walk with customer
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Introduce yourself and give them a business card with your cell phone written on it
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Do you have a few moments to go over checklist with me.?
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Confirm the start date and time
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Describe your crew, give small descriptions of each member.
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Duties of trainee, Discuss openly with customer
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Review contract and job scope with customer, Is everything in agreement ?
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Confirm colors, paint types and locations, Is the color schedule signed off?
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Take pic of color schedule for are records
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Security issues, is there anything we should be concerned with? alarms, windows, doors?
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Enter notes below
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Pets: are there any pets dogs, cats, birds, fish, etc. that we should be concerned with?
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Enter notes below
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Shop, Is there a place where we can set up a shop to keep materials and supplies?
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Enter notes below
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Clean up: Is there a sink or wash up area we can use for our clean up?
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Enter notes below
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Restroom, Is there a restroom that we can use while we are on the job?
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Enter notes below
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Did you read your customer responsibility section in your proposal ?
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Is there anything you you need additional assistance with.
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Enter Note below
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Add media
Look over job, Ask the customer if we can take a few minutes and walk around the job?
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Is there any old hardware you would removed, picture hooks, nails, etc.?
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Enter Note below
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Add media
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Is there anything that we should pay extra attention to? ( Extra special or fragile items)
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Enter Note below
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Take pictures of anything Needing extra attention
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Is there hardwood floors?
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Notes scratches below
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Take pictures of things noted
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Customer sign off:
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Will we have to move the fridge?
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Can you move the fridge? If not we can but need you to sign a wavier for floor damage.
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Add signature
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Is there old paint drips or spills, paint on glass or hardware
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Enter Notes below
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Take pictures of things noted
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Customer sign off:
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Do you have safety hazards on your project?
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Take a picture of safety hazard
Customer Wrap Up
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Review sequence of work
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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.
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Discuss sign off: Emphasize final walk through and final payment on last day of job.
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Yard sign: Ask customer if ok to install yard sign
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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
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Use site visit to gather as much information as possible. Plan first day on the job: be proactive
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Note any special tools or equipment needed to complete job:
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Order paints and list below:
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Save copy to Dropbox and send to Customer Advocate
