Information
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PO#
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Client / Site
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Foreman
- Eric White
- Nemorio Elena
- Scott Zeitler
- Jin An
- Peter Keo
- Hugo Elena
- Gary Geisler
- Brandon Falls
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Job site photo
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Conducted on
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Document No.
Prior to visiting customer
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Job scope reviewed and understood
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Proposal reviewed and understood
When at pre-job walk with customer
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Introduce yourself
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Give the customer the black folder with the filled out client communications form, a survey and an invoice.
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If there is an invoice in the black folder, ask the client to have payment ready for you to pick up on the first day of work.
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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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"I will be your contact person, is this ok, or would you rather contact someone else?"
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How often should we update you on progress?
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Notes
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How should we contact you?
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Notes
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Open the bid in the job's folder in Dropbox
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Review contract and job scope with customer, Is everything in agreement ?
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In Dropbox, look at the color list and review it with the client
Ask the customer: "can we take a few minutes and walk around the job?"
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Are there any safety concerns, hazards or special concerns you may have?
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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 Notes
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Take pictures of anything Needing extra attention
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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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Shop, Is there a place where we can set up a shop to keep materials and supplies?
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Enter notes
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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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Add media
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Notes
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Restroom, Is there a restroom that we can use while we are on the job?
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Order port-o-potty at 503-656-9415
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Are there any disposal of waste concerns?
Customer Wrap Up
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Review sequence of work
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Discuss sign-off, mention final walk-through and final payment on last day of job
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Inform customer that you can write up change orders, extras ( change color, trim, etc.)
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Yard sign: Ask customer if ok to install yard sign
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Thank Customer and confirm you intentions to do a good job
Pre-job Wrap Up
HAZARDS
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Ground level (loose dirt, rocks, steep ground, slippery surfaces)
Problem
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Describe problem and solution (angle ladder, stakes, tie off ladder, levelers)
Heights (ceramic roof tiles, steep roofs)
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Describe the problem and solution (harnesses, ladder jacks)
Chemicals (lacquer, paint remover)
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Describe problem and solution (respirator, fire extinguisher location)
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Other hazards
Problem
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Describe problem and solution
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Which Emergency Medical Facility is nearest?
- OHSU 3181 SW Sam Jackson Park Rd.
- Providence Portland 4805 NE Glisan St.
- Providence St. Vincent 9205 SW Barnes Rd.
- Providence Milwaukee 10150 SE 32nd Ave
- Legacy Good Sam 1015 NW 22nd Ave.
- Legacy Emanuel 2801 N. Gantenbein Ave.
- Legacy Meridian 19300 SW 65th Ave. Tualatin
- Legacy Mt. Hood 24800 SE Stark St. Gresham
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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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Remember to include job name and number on receipts
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Inform crew of any hazards!
