job checklist ?

[on31ll]

you guys use like a checklist for each job ? like when you go for estimates anything else u take note of ? if so like what ?

 

[tamz]

No! Why would you need a checklist?

 

[jtsplumbing]

No dont need checklist , it's down to knowing what you are doing (Think it's call'd experience)

 

[on31ll]

ive got a memory like a sieve and hate feeling like ive forgotton something

 

[on31ll]

im not saying every job say fitting a tap like installs etc do u guys take notes ? or just materials ?

 

[Guest123]

When doing a bathroom survey, my no 1 is finding where the water supplies switch off as it saves so much time when starting the job, especially in a big old house with lots of floors.

 

[hammers4spanner]

Do most my quotes either over the phone or via drawing so i suppose my checklist is having a phone and knowing how to turn my pc on .

 

[jase158]

Good idea though mate, I wouldn't do it on a quote but on the work, looks proffessional.

i.e.
How customer contacted you
time of arrival
time of leaving
customer reported issue
Actual issue
Work done
Parts used
Remedied/ needs another visit
advice given
Any other comments
Water back on, customer happy
Customer signature

 

[stevetheplumber]

ive got a mental check list for looking at boiler changes on the way in i look at the rads to get an idea of the age of the existing system,then i normally start with flue position ,plume kit yes no ,size ie will the boiler fit, then gas does it need uppgrade then power supply then condense run then the most important , the customer, can he pay ?

 

[AWheating]

survey sheets can be very helpful for certain jobs like heating systems and power flushe's etc.... even if its just to jog your memory while your looking around.

 

[Bernie2]

I once had the job of a C&G tutor in the early days when NVQ's were just coming out. We where asked to draw up our own NVQ modules and competences toward. You would be amazed how in depth examination is required of even the simplest of tasks, to draw up a detailed checklist for each stage of a job. It takes about 10 minutes to show and explain to a person how to wire a plug, but it takes about 4 hours to write a detailed checklist for it.

 

[Dannypipe]

I carry a notepad when I price a job. My memory is famously bad amongst my mates.

I forget dates, names, measurements, makes, models, sizes you name it. So I write everything down.

That's just me. I've had people comment on how organised I am, but they don't know the half of it. I'm totally unorganised, but with the help of Mrs Dannypipe (Sophie) I manage to keep my affairs together. Just about.

For example I went to a simple job last week, basin change and water heater. I had forgot what I needed as hadn't written it down. I bought bags of waste fittings, bags of 15mm elbows, and about 6M too much pipe as I didn't want to have to go out and pick stuff up in the middle of the job!

The truth is, if your memory is as S***** as mine. Yes, make a list, take photos, and do everything you can to help those lazy brain cells spark into action!!

PS- thats another thing. When quoting I always photo and sometimes video (with commentry) the job so I have something to look back on when I type the quote up. Jogs the memory and though I say it myself, my quotes are normally water tight. (Xcuse the pun).

 

[gravytrain]

i have a job sheet which i take round to do quotes
i write everything down on this, incuding all the workings out for the quote
then if i get the job i dont need to rely on my memory !!!