Information

  • PO#

  • Client / Site

  • Field Supervisor

  • Crew Leader

  • Job Leader

  • Conducted on

  • 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

  • When is the pre-job walk scheduled for?

  • 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.?

  • 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

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.?

  • 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?

  • undefined

  • Take a picture of safety hazard

  • Is this job Exterior?

  • Do we need a site plan?

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

  • 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

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.