Weeks 6-8: Lead Helper & Quality Checkpoints

Overview

During Weeks 6–8, the new install tech transitions to Lead Helper status. They lead specific portions of each job — typically the full installation sequence — while the lead tech handles homeowner communication, quality verification, and permit coordination. This phase builds job ownership.

Role Definition: Lead Helper

The Lead Helper runs the tools and the installation sequence. The lead tech functions as a quality overseer and customer liaison, not an active installer.

Lead Helper Responsibilities

• Arrives early and sets up the job site (staging, protection, material layout)
• Leads the installation sequence from start to finish
• Calls out quality checkpoints to the lead tech before proceeding
• Documents work in ServiceTitan (photos, notes) continuously throughout the job
• Performs all safety procedures independently (CO test, pressure test, etc.)
• Cleans up and prepares the job site for final walkthrough

Quality Checkpoint Process

Lead tech verifies at these specific points (new tech calls them out):

Pre-work — materials correct, staging complete, NTP confirmed

Rough-in — connections made, pipe routed, support installed → lead tech inspects before covering

Completion — pressure or functional test passed, photos complete, CO test done (if applicable)

Job close — ServiceTitan notes and photos reviewed and approved by lead tech before job is closed

Performance Focus Areas

• Speed and efficiency (staying on estimate time)
• Asking for help vs. guessing (call lead tech, not improvise)
• Proactive customer communication (update homeowner at each phase change)
• Material waste management (order what's needed, return excess)

End-of-Phase Assessment

Production Concierge reviews at end of Week 8:

• Lead tech quality sign-off trend
• ServiceTitan documentation completeness
• Any callbacks or rework from this phase's jobs
• Is the tech ready for independent crew assignment?

Related SOPs

• Spartan Quality Standards
• CO Testing After Water Heater Install
• Photo Documentation Requirements (Install)
• Pre-Job Checklist & Material Staging
• Notice to Proceed (NTP) Process