Pre-Job Walk Checklist - 2024

• PO#

• Client / Site

• Field Supervisor

  Sergio Millan

  Rich Stevenson

• Crew Leader

  Andrei Sogol

  Joe Kelly

  Rayan Gallegos

  Jeff Ikari

  Alejandro Villegas

• Job Leader

  Select Ashoor Lado Cristo Gomez Dylan Putnam Edwin Rodriguez Guillermo Arroyo Javier Maldonado Julian Montoya Logan Pires Nathan Tanquary Rogelio Flores

  • Ashoor Lado
  • Cristo Gomez
  • Dylan Putnam
  • Edwin Rodriguez
  • Guillermo Arroyo
  • Javier Maldonado
  • Julian Montoya
  • Logan Pires
  • Nathan Tanquary
  • Rogelio Flores

• Conducted on

  Date

• Prepared by

• Document No.

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

  Yes

  No

  No with cause

• When is the pre-job walk scheduled for?

  Date

• Send copy of form to Operations Manager when job-walk has been scheduled

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 go over checklist 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, Is the color schedule signed off?

  Yes

  No

  N/A

• Take pic of color schedule for are records

  Media

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

  Yes

  N/A

• Enter notes below

• Pets: are there any pets dogs, cats, birds, fish, etc. that we should be concerned with?

  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

• Did you read your customer responsibility section in your proposal ?

  Yes

  No

  N/A

• Is there anything you you need additional assistance with.

  Yes

  No

  N/A

• Enter Note below

• Add media

  Media

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

• Is there any old hardware you would removed, picture hooks, nails, etc.?

  Yes

  N/A

• Enter Note below

• Add media

  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

• Is there hardwood floors?

  Yes

  N/A

• Notes scratches below

• Take pictures of things noted

  Media

• Customer sign off:

  Sign

• Will we have to move the fridge?

  Yes

  No

  N/A

• Can you move the fridge? If not we can but need you to sign a wavier for floor damage.

  Yes

  No

  N/A

• Add signature

  Sign

• Is there old paint drips or spills, paint on glass or hardware

  Yes

  N/A

• Enter Notes below

• Take pictures of things noted

  Media

• Customer sign off:

  Sign

• Do you have safety hazards on your project?

  Yes

  No

  N/A

• undefined

• Take a picture of safety hazard

  Media

• Is this job Exterior?

  Yes

  No

  N/A

• Do we need a site plan?

  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