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Preparing for the Day

Preparing for the Day

Owned by Aleeshya Broome, created
Last updated: Jan 08, 2025
3 min read

Table of Contents
01. Starting Your Day

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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.

 

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.

  • 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.

  • 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.

image-20240503-165153.png
Example of install schedule view in Dashboard

  1. Review the job information and plans.

  • 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.

  • Confirm details/ask questions regarding the plans.

  • Discuss any concerns you may have.

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

  • 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.

  1. Ensure the van is ready.

  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
Product Feedback Form

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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.

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