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Table of Contents
01. Starting Your Day

LIVE

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.

Page Contents

Process Expectations
Required Resources
Final Steps & Measurements of Completion
Related Training Materials
Terms & Definitions

Process Expectations

  1. Arrive to work on-time with appropriate attire.

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  • Practice good hygiene.

  • Follow location expectations for uniform and branded attire.

  • Expected arrival time will vary based on location and will depend on several factors including installation start time, van loading, morning huddles, and morning expectations.

  1. Verify scheduled hours.

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  • These hours reflect the time spent onsite and will not include travel time surrounding the install. It is important to plan departure times accordingly.

  • Map route to job address to assess traffic and timing of departure from the shop/warehouse.

  • If Applicable: Notify scheduler of potential scheduling concerns based on job size, complexity, and scheduled installers.

  • Pull up your schedule in Dashboard to review the scheduled hours for the job.

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  1. Review the job information and plans.

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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)

  1. Check in with your install lead/manager.

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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.

  1. Confirm all parts and accessories are loaded in the van.

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  • Ensure the van is properly stocked with rail, cover, scribe, cleaning supplies, pole, staging blankets

  • Ensure you have all, including specific, tools needed for the job. 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

  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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Required Resources

  • Vehicle (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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Final Steps & Measurements of Completion

  • Van and hardware restocked; pre-flight check complete 

  • Departing shop/warehouse as scheduled

  • Calls to manager are kept to expected check-in times

  • No return visits caused by lack of material from shop/warehouse

  • Punctual arriving to jobsite and returning to shop/warehouse based on budgeted hours

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Related Training Materials

CC360: Dashboard Navigation Module
Loading of a Van
Introductory Phone Call
CC360: Fleet and Driver Vehicle Safety Program

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Terms & Definitions

Epicor

Inventory management system utilized by all CCO locations.

Jobsite Survey (JSS)

The paperwork/document presented to a customer to confirm completion/return visit information for the install.

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Questions? Please e-mail Aleeshya Broome (albroome@calclosets.com)