Table of Contents
01. Starting Your Day
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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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 Ensure the van is properly stocked of with rail, cover, scribe, cleaning supplies, pole, staging blankets Ensure you have all, including specific, tools needed for the job, including . This includes, but it not limited to, power tools, drill bits, special bits, hand tools, blades, 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
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Perform the introductory phone call to set expectations with the client.
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Ensure the van is ready.
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Perform the introductory phone call to set expectations with the client.
Attend applicable morning huddle, stand-up, etc.
Depart for the job on-time to arrive by the time set with the customer.
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Required ResourcesVehicle (safety inspected van)
Proper tools
Parts list, job plans, and job folder
Highlighters/Pens/Pencils
Jobsite Survey
Company-provided device for documents, job information and photos
Anticipated time of completion; install labor budget
Installation documentation/how-to guides
Arrival expectations from the customer
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CC360: Dashboard Navigation Module
Loading of a Van
Introductory Phone Call
CC360: Fleet and Driver Vehicle Safety Program
Product Feedback Form
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Terms & Definitions...