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This page provides the process and expectations for preparing for a day of install. All items listed are expected to be completed prior to departing from the shop/warehouse for the jobsite.

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  • Confirm details/ask questions regarding the plans.

  • Discuss any concerns you may have.

  1. If Applicable:Load all parts into your van.

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  • If conducting a second stop/service call, ensure these parts are loaded as well.

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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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CC360: Dashboard Navigation Module

Loading of a Van

Introductory Phone Call

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Terms & Definitions

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