Pre-Job Checklist & Material Staging

Purpose

Ensure install crews are fully prepared before arriving at a job site with all materials, tools, and information.

Review the Sales to Install form — verify all details match the scope of work

Check ServiceTitan for customer notes, access instructions, and special requirements

Confirm job start time and customer availability

Review permit status — is the permit pulled? If not, coordinate with office before arrival

Check if OUPS has been called for any excavation work

Verify all materials for the job are loaded on the truck the day before

Cross-reference the material list from the estimate against what is loaded

Check for specialty items: specific water heater model, custom fittings, treatment equipment

Tradeshift orders should be confirmed as received before loading

Bring extra common fittings — running for parts mid-job wastes time and customer confidence

Ensure all required tools are loaded and in working condition

Specialty tools (press tool, camera, jetter) — confirm checkout from shop

Cutting tools: proper blades for the materials you will be working with

Safety equipment: PPE, fire extinguisher, drop cloths, shoe covers

Confirm crew members and roles for the day

Brief the crew on the job scope, timeline, and any special considerations

Assign specific tasks if the job has multiple work areas

Confirm communication plan (Slack channel, check-in schedule)

Arriving unprepared is one of the fastest ways to lose customer confidence
The Sales to Install form is your primary job specification — if something is unclear, call sales or the office before going
Material staging the night before prevents morning delays
If materials are missing, notify the office immediately — do not improvise