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Table of Contents
06. Completing Your Day

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Page Contents

Process Expectations
Process Checklist
Required Resources
Final Steps & Completion
Related Training Materials

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1. Clean the system and jobsite

2. Complete the system delivery process

   1. Complete the digital checklist

   2. Standardized form coming Q3 2024

3. Complete Return Visit or Job Completion form

   1. Standardized form coming Q3 2024

   2. Highlight/Note elevation to identify return visit locations

4. Communicate job status with the designer and your manager

   1. Call designer to advise job status

   2. Text/Share images of the install with the designer. This should include progress photos if the install is not yet complete.

   3. Call your manager to advise job status and understand next steps for the remainder of the day

   4. If Applicable: Inform your manager if you hit or miss the budgeted install time

5. Update job notes and documents in Dashboard

   1. Status of job (complete/incomplete)

   2. Feedback or notes from the customer

   3. Include a mention tag for the designer to notify the job is complete

   4. Upload Return Visit or Job Completion form as completed in Step 2

   5. If Applicable: Notes relating to payment/balance collection from the customer

6. Upload images of the space to Dashboard

   1. Images of completed units

   2. Images of current state if a return visit is required

   3. If Applicable: Images of any damage

7. Complete all paperwork and submissions prior to leaving the jobsite.

   1. If completion is not possible at the jobsite due to server access/connectivity: Manually document all applicable notes while it is still fresh, and submit all documentation upon return to the shop/warehouse.

8. Drive safely

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• Return Visit Form (Standardized form coming Q3 2024)

• Job Completion Form (Standardized form coming Q3 2024)

• System Delivery Checklist (Standardized form coming Q3 2024)

• Material Request Form

• Job Folder

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• CC360: How to Navigate Dashboard

• Cleaning the Jobsite & System

• System Delivery

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