Table of Contents
01. Starting Your Day
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This page will explain the best practices for loading a van using both the cart and hand method. It will also explain loading cabinets, drawers, specialty items, hardware, and accessories. By following these steps, all materials are expected to be organized and secured in the van, ready to be transported safely.
Page Contents
Skill Requirements
Process Steps
Loading the Van (Cart Method)
Loading the Van (Hand Method)
Loading Drawers, Glass, Specialty Items
Loading Accessories
Related Training Materials
Next Steps
Certification
Tips from the Field
Terms & Definitions
Types of Installation: Off-the-Floor, Floor-Based, Virtuoso, Wall Bed, Paxton, Martha Stewart
Installer Level Required: Jr. Apprentice Installer
Products Required: TFL Material, Accessories, Special Order
Process Steps
Locate the job in the staging area, and communicate with the individual responsible for loading (if applicable).
Review the job’s folder, elevation drawing(s), BOM, and an overview of the parts being installed.
As a brief overview, inspect the job prior to loading. Ensure you can see all elements required for the installation.
If it is not yet already, ensure the van is in an appropriate loading spot.
Partitions should not be prepped prior to arriving at the job site.
Loading the Van (Cart/Sled Method)
The individual responsible for operating the forklift will load the job cart/sled into the van.
Loading the Van (Hand Method)
Use the last-in, first-out methodology.
Load items from left-to-right across the floor of the van.
If stacking items is necessary, lay a blanket or protective material down before stacking each row.
The hand-loading method should be used if the cart/sled method is not possible, or for any materials that do not fit in a job cart/sled.
Loading Drawers, Glass, Specialty Items
Load drawer boxes.
If the installation is a multi-day install, bring drawer boxes separately on Day 2+, as needed.
Secure materials, preferably using ratchet straps. Ensure they are not moving or rubbing together during transit. Use a staging blanket or runner to protect the material from rubbing against the ratchet strap.
Load glass materials.
Loading Accessories, Hardware, Tools
Double check accessories and make sure you have the correct amount and type of each accessory.
Load accessories in a box or location where they will not be lost or damaged during transport.
Keep accessories separated by space.
Load hardware box and tools.
Perform the introductory call to the customer to advise you are on the way and your estimated time of arrival.
Prepare to leave for the installation. If multiple vans are going to the jobsite, coordinate any stops along the way, parking upon arrival, etc.
Related Training Materials
Arrival Expectations
Van Stocking
CC360: A Day in the Life of a Jr. Apprentice
PPE Matrix
Next Steps: Arrival at the Jobsite
Certification Steps:
Loading the van (Cart/Sled Method):
The cart/sled has been located in the shop/warehouse.
The cart/sled has been reviewed to ensure all key components are included (partitions, shelves, drawers/doors, countertops, accessories, hardware)
If applicable: Missing parts were identified and communicated for replacement.
All parts and hardware for the job are loaded and secured in the van.
Loading the van (Hand Method):
The job components have been located in the shop/warehouse.
The job components have been reviewed to ensure all key components are included (partitions, shelves, drawers/doors, countertops, accessories, hardware)
If applicable: Missing parts were identified and communicated for replacement.
All parts and hardware for the job are loaded and secured in the van.
Loading Drawers/Glass:
All drawers or specialty items have been located in the shop/warehouse.
All drawers or specialty items have been loaded in the van with protection.
All drawers or specialty items have been secured in the van for transport.
Loading Accessories:
All accessories have been located and are accounted for according to the BOM.
All accessories have been organized separate from TFL or specialty materials.
All accessories have been loaded and secured in the van.
Tips from the Field
Tips submitted by fellow installers and leaders in the field. These optional tips are intended to make this process simpler.
Click here to submit your own tip from the field.
Terms & Definitions
BOM | Bill of Materials; the parts list for the job |
Elevation | The CAD Design Plan created by the Design Consultant with the client. |
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