Spartan Plumbing
All BoardsInstall TechniciansInstall Tech Onboarding
Install Tech Onboarding~17 min

Week 1: Orientation & Safety Certification

Overview

Week 1 of service technician onboarding focuses on company orientation, mandatory safety certifications, and systems access setup. This week must be completed before the tech rides with any senior technician. ## Prerequisites

- Paylocity onboarding complete (direct deposit, tax forms, benefits election)

- Company uniform ordered and received

- Spartan email account and ServiceTitan login created

## Week 1 Activities

### Day 1 — Company Orientation

- Report to 446 Windsor Park Drive, Dayton, OH 45459 at 7:30 AM

- Meet with Office Admin for facility tour

- Review Employee Handbook and sign acknowledgment

- Complete I-9 and any remaining paperwork with the Office Admin (Office)

- Review the Day 1 Orientation SOP

### Day 2 — Safety Certifications

- Complete Gas Leak Response Protocol review and sign-off

- Complete PPE Requirements training

- Review Carbon Monoxide Detection & Response

- Complete Dog Bite Prevention & Response review

- Review Vehicle & Driving Safety standards

### Day 3 — Systems & Tools

- ServiceTitan login walkthrough with Office Admin

- Review job booking flow in ServiceTitan (observer only)

- Company vehicle assignment and vehicle inspection walkthrough

- Enterprise gas card issued and usage explained

### Day 4 — Field Standards

- Review Arrival & Home Protection Procedures

- Review Photo Documentation Requirements

- Watch Nexstar call recordings with Operations Manager

- Review Options Presentation (Good/Better/Best) overview

### Day 5 — Week 1 Wrap-Up

- Review and sign all safety certifications

- Vehicle pre-trip inspection completed and documented

- Meet with Josh or Production Concierge for Week 1 check-in

- Confirm Week 2 schedule and senior tech pairing

## Important Notes

- All safety certifications must be signed before field work begins — no exceptions

- Tech does NOT run any calls independently during Week 1

- If certifications are not complete by end of Week 1, field training is delayed

## Completion Criteria

- All Day 1 Orientation SOPs signed

- Safety certifications signed and filed

- ServiceTitan login confirmed and working

- Vehicle assigned and inspected

## Related SOPs

- Day 1 Orientation SOP

- Gas Leak Response Protocol

- PPE Requirements

- Carbon Monoxide Detection & Response

- Daily Vehicle Inspection Checklist

## Slack Operational Insights

5-Star Door Greet is the Day 1 standard (Slack: multiple job channels): From Week 1, new techs must know the Spartan arrival checklist: state ETA in Slack, announce arrival, perform 5-Star Door Greet, conduct customer walkthrough, and photograph main shut-off valve, PRV, angle stops, drain cleanouts, and any visible corrosion or leaks. This checklist is non-negotiable and monitored by dispatch. Fit check before dispatch starts in Week 1 (Slack: #dm-twoods): Technicians must submit a fit check (photo of uniform and clean vehicle) before dispatch. From Day 1, this habit should be established. Standards not met = resubmission or sent home unpaid. Monday Morning Meeting at 7:30 AM is mandatory (Spartan standard): All field staff attend every Monday. New techs are no exception — introduce this expectation in Week 1.

Install Tech Onboarding Overvi...Week 2: Tool Certification & E...