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  1. Review the job information and plans. (will need to insert example images)

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  • Review Dashboard notes and specific communications from the designer.

  • Review jobsite survey information.

  • If Applicable:View photos of room from designer 

  • Understand location type (high rise, business, residential)

  • Review special notes on the plans.

  • Review job complexity and design details.

  • Review finish moldings.

  • Contact the designer (if applicable)

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  • Restock the van is properly stocked of rail, cover, scribe, cleaning supplies, pole, staging blankets

  • Ensure you have all tools needed for the job, including power tools, drill bits, special bits, hand tools, etc.

  • Confirm your hardware box is properly stocked of screws, nails, toggles, bolts, shelf pins, partition hardware, drawer hardware, etc.

  • If Applicable: Load any additional carts/supplies depending on the jobsite type (high rise, business, residential). Consider weather conditions when loading additional supplies.

  • Epicor Locations: Complete the applicable form for inventory adjustments of hardware and restocked parts

  1. Perform the introductory phone call to set expectations with the client.

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  • Introduce yourself.

  • Confirm arrival times.

  • Set arrival expectations.

  1. Ensure the van is ready.

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  • Check the van’s tires and inflation.

  • Check for damage.

  • If Applicable:Ensure the van is fueled.

  1. Perform the introductory phone call to set expectations with the client.

  2. Attend applicable morning huddle, stand-up, etc.

  3. Depart for the job on-time to arrive by the time set with the customer.

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Resources
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Required Resources

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