Title Page
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Site conducted
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Checklist Number(DO NOT CHANGE)
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Customer LAST NAME
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Route
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Conducted on
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Location-Location must be generated by the app, not manually typed in.
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Lead Tech Name
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Technicians
Arrival/During Job/Post
Customer Interaction and Job Prep
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Job Introduction - Follow a "like" script
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Walk around and devise a plan. Take at least 3 BEFORE PICTURES.
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Is there any PREEXISTING DAMAGE?
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Take pictures of ALL damage. Report to customer.
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If the job is under priced by more than $50 did you have a discussion with the customer on increasing the price? If you did not increase the price did you call the Ops Manager?
Job Completion
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LEAD TECH- did you do a walkthrough? Screens replaced, towels picked up, storm windows put back in
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AT LEAST 3 AFTER PICTURES TAKEN and 1 "action" picture shown to the customer
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Job Close - Follow a "like" script
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Did you send a slack message with the customers name and phone number to the #leadtech channel?
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Was one sign placed at the job site-if no, explain why.
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Was the customer available for walk around and was this completed?
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SEND BEFORE/AFTER PICTURES through textline
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Customer: Are you completely satisfied with your service and have completed a walkthrough ensuring all aspects of the service were completed to your standard and scope of work?
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Customer: We have offered you a walkthrough and you have considered the job satisfactory and to the scope of work without completing a walkthrough?
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Did WE cause any damage?
SQUARE PROCESS
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Did you follow the below process 1)Open Square 2)Create the customer 3)Enter in email address 4)SPECIFIC LINE ITEM FOR SERVICES - in the notes put their Opportunity ID # 5)SPECIFIC LINE ITEM FOR TAX!!!!!!!!!!!!! Appropriate tax amount https://www.revenue.state.mn.us/sales-tax-rate-calculator 6)Enter payment method, if cash select cash, if check select check, if CC enter information, if they are not their send the invoice and call them
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Did you leave a sign at the site? If "No" why?
Close Out the Job
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Go into PIPELine and the current Opportunity 1)Scroll down to the estimate 2)Enter in the tax amount-should have this from Square transaction 3)Go back to the Opportunity 4)Scroll down to "New Payment" 5)Enter in the type of payment as well as the TOTAL amount(INCLUDES TAX) 6)Make sure to click "Save" 7)Go back to the Opportunity and make sure the status now says "Paid" 8)If the job did not pay but you sent an invoice in the Opportunity switch the Status from "Job Booked" to "Invoiced" 9)Make sure you sent an invoice in Square
Equipment Checklist
Equipment to be inspected by sight and touch. DAMAGE TO BE NOTED AS N/A-if missing or damaged explain in the notes, picture if necessary, notify manager.
Single Items-if missing and damaged explain in the notes, picture if necessary, notify manager.
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Leaf Blower
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Waterpurifier
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Gutter buckets
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Garden Hoses
Ladders-if missing and damaged explain in the notes, picture if necessary, notify manager.
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Extension ladders locked and with stabilizers
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Step Ladder and Multiway Ladder
Waterfed Poles-if missing and damaged explain in the notes, picture if necessary, notify manager.
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WFP and hoses
Pressure Washer-if missing and damaged explain in the notes, picture if necessary, notify manager.
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Pressure washer nozzles
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Wands
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Pressure washer(s) and high pressure hoses
Post Job Marketing and Duties
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10 Door hangers placed
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1 Signs placed within the area(DOES NOT INCLUDE SIGN LEFT AT JOB). If sign was not left at the job, place 2 signs.
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Next appointment called and notified of predicted arrival time
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Lead Technician Signature-By signing you agree that all information is correct and you are responsible for anything not noted.
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Location must be entered by app and not manually
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End of Job Checklist
