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Locate the job in the staging area, and communicate with the individual responsible for loading (if applicable).
Review the job’s folder, elevation drawing(s), BOM, and an overview of the parts being installed.
As a brief overview, inspect the job prior to loading. Ensure you can see all elements required for the installation.
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If it is not yet already, ensure the van is in an appropriate loading spot.
Partitions should not be prepped prior to arriving at the job site.
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The individual responsible for operating the forklift will load the job cart/sled into the van.
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Use the last-in, first-out methodology.
Load items from left-to-right across the floor of the van.
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If stacking items is necessary, lay a blanket or protective material down before stacking each row.
The hand-loading method should be used if the cart/sled method is not possible, or for any materials that do not fit in a job cart/sled.
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Load drawer boxes.
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Drawer Box Loading Definitions
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If the installation is a multi-day install, bring drawer boxes separately on Day 2+, as needed.
Secure materials, preferably using ratchet straps. Ensure they are not moving or rubbing together during transit. Use a staging blanket or runner to protect the material from rubbing against the ratchet strap.
Load glass materials.
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Double check accessories and make sure you have the correct amount and type of each accessory.
Load accessories in a box or location where they will not be lost or damaged during transport.
Keep accessories separated by space.
Load hardware box and tools.
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Perform the introductory call to the customer to advise you are on the way and your estimated time of arrival.
Prepare to leave for the installation. If multiple vans are going to the jobsite, coordinate any stops along the way, parking upon arrival, etc.
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