Job Completion & Final Walkthrough

Purpose

Define the job completion and final walkthrough process for install crews.

All work is complete and tested per scope

All inspections passed (if required)

Work area is cleaned — drop cloths removed, debris cleared, surfaces wiped

Tools and materials are packed up

Old equipment is loaded on the truck for disposal

All photos and documentation uploaded to ServiceTitan

Final tests complete: pressure, leak, CO, operation

Walk the homeowner through every piece of completed work

Demonstrate operation: show them how to use new equipment

Point out shutoff locations they should know

Explain warranty: what is covered, for how long, how to contact us for warranty service

Provide maintenance recommendations

Answer all questions — do not rush this step

Ensure all ServiceTitan records are complete: notes, photos, time, materials

Collect final payment per Payment Policy

Request a Google review: "Would you mind sharing your experience with a Google review?"

Share the Google review link

Provide Spartan business card and referral information

Confirm any follow-up items with the customer and dispatch

Verify the property is restored to its original condition (or better)

For excavation: surface is properly restored, excess dirt removed or mounded for settling

For interior work: wall/ceiling patches are complete or scheduled with contractor

Remove all Spartan materials from the property

The final walkthrough is the customer's last impression — make it count
Warranty registration with the manufacturer should be done before leaving (or same day)
If any punch list items remain, document them and schedule a return visit
Apply Spartan installation sticker on new equipment with date and service info
Close the job in ServiceTitan — open jobs create downstream problems