Installation, Post-Install, Post-Service & Customer Signature

This section applies to Manufacturing, Low Complexity, and Ship-In jobs. Service jobs skip directly to Post-Service. Everything in this section must be completed before the install crew leaves for the job site.

• 1
  Gather All Support Materials

  Collect everything the install crew will need on site — touch-up paint, caulk, hardware, fasteners, wire nuts, breakers, and anything else specific to the job. Missing a key supply on an install wastes a trip and delays the job.
• 2
  Set the Scheduled Installation Date in Project Status

  Update the scheduled installation date in Project Status. This step is completed by a manager.

  Manager step. Only a manager should set the scheduled installation date in Project Status.
• 3
  Stage or Load the Job Before the Installation Date

  The job must be fully staged or loaded before the scheduled installation date. This step is signed off by the Freight Coordinator. Everything should be ready to go the day before — not the morning of.
• 4
  Arrange Out-of-Town Crew Accommodations if Necessary

  If the install requires the crew to travel and stay overnight, confirm that accommodations have been arranged before the install date. This step is completed by a manager.

  Manufacturing and Ship-In only. This step does not apply to Low Complexity jobs.
• 5
  Verify Site Materials Are Ready

  Confirm that any site-provided or contractor-supplied materials are in place before the crew arrives — concrete, anchor bolts, conduit, or anything else that the install depends on. Arriving to an unprepared site results in a failed trip.

  Manufacturing and Ship-In only. This step does not apply to Low Complexity jobs.
• 6
  Post the Permit Pack Before Starting and Leave It On Site After Completion

  The permit pack — including permits, stamped plans, and engineering documents — must be posted in a visible location before installation begins. Leave the permit pack on site after the job is complete.

  Manufacturing and Ship-In only. Take photos of the posted permit pack. This is required for inspection.

The Post-Install section applies to Manufacturing, Low Complexity, and Ship-In jobs. Service jobs use Post-Service instead. All of these steps must be completed before the crew leaves the job site — do not leave and come back to complete them later.

• 1
  Remove ALL Trash and Debris from the Site

  Every piece of trash and debris — large and small — must be removed before leaving the site. This includes packaging, scrap material, hardware, and anything else brought on site. Leave it cleaner than you found it.
• 2
  Clean Signs and Wall Areas

  Wipe down all signs and surrounding wall areas. Remove handprints, water marks, adhesive residue, and anything else that shouldn't be visible. The job should look finished — not like someone was just working on it.
• 3
  Complete Any Paint or Vinyl Touch-Ups and Repairs

  Address any touch-ups, nicks, or repairs before leaving the site. This is included as part of the install — do not leave it for a return trip unless there's a specific documented reason.
• 4
  Confirm Electrical Is Complete Per All Applicable Codes

  All electrical work must be completed in full compliance with applicable local, state, and national electrical codes before the job is signed off.
• 5
  Label the Sign Circuit at the Breaker Box

  Clearly label the sign circuit at the breaker box and take photos to document it. This is a safety and code requirement.

  Manufacturing and Ship-In only. This step does not apply to Low Complexity jobs.
• 6
  Take Installation Photos Per the Photo Checklist Guide

  Document the completed installation with photos following the photo checklist guide. Consistent, thorough photos protect Zeon and give the PM and ownership team what they need for closeout and review.
• 7
  Upload Photos and Notes to SquareCoil

  Upload all installation photos and any relevant notes to SquareCoil. For Manufacturing jobs, this must be done before leaving the site.

  Manufacturing jobs: upload before you leave the site — not when you get back to the shop.

  SquareCoil Training · Module 04: Uploading Photos →
• 8
  Record the Completion Date

  Enter the installation completion date on the checklist. This is the actual date the job was completed on site.
• 9
  Set the Installed Date in Project Status

  Once the job is complete, update the installed date in Project Status. This step is completed by a manager.

  Manager step. Only a manager should update the installed date in Project Status.
• 10
  Confirm All National Account Requirements Have Been Met

  Review any specific requirements provided by the national account and confirm every one has been satisfied before leaving the site.

  Ship-In only. This step does not apply to Manufacturing or Low Complexity jobs.

This section applies to Service jobs only. It replaces the Post-Install section for service calls. All steps must be completed before the technician leaves the site. If at any point the work looks like it will exceed the NTE (Not to Exceed) amount, stop and contact your manager before continuing.

• 1
  Remove ALL Trash and Debris from the Site

  Every piece of trash and debris — large and small — must be removed before leaving the site. Leave it cleaner than you found it.
• 2
  Clean Signs and Wall Areas

  Wipe down all signs and surrounding wall areas. Remove handprints, water marks, and any residue from the service work.
• 3
  Complete Any Paint or Vinyl Touch-Ups and Repairs

  Address any touch-ups or minor repairs before leaving the site.
• 4
  Confirm Electrical Is Complete Per All Applicable Codes

  All electrical work must be completed in full compliance with applicable local, state, and national electrical codes before leaving the site.
• 5
  Take Service Photos Per the Photo Checklist Guide

  Document the completed service work with photos following the photo checklist guide. Both before and after photos should be taken where applicable.
• 6
  Upload Photos, Materials, and Notes to SquareCoil

  Upload all service photos, materials used, and any relevant notes to SquareCoil before leaving the site or as soon as possible upon returning.

  SquareCoil Training · Module 04: Uploading Photos → SquareCoil Training · Module 06: Inputting Materials →
• 7
  Confirm the Job Did Not Exceed the NTE Amount

  Do a rough calculation of time and materials to confirm the total did not exceed the Not to Exceed (NTE) amount. If it did — or looks like it will — contact your manager immediately.

  Do not exceed the NTE without manager approval. If you realize during the service call that the cost will exceed the NTE, stop and contact your manager before continuing work.
• 8
  Record the Completion Date

  Enter the service completion date on the checklist. This is the actual date the service was completed on site.

The customer signature is the on-site confirmation that the job has been completed to their satisfaction. This section applies to all checklist types and must be obtained before the crew or technician leaves the site. Do not leave without getting the signature — getting it later creates problems at closeout.

• 1
  Obtain the Customer's Signature and Date

  Have the customer or authorized site representative sign the checklist. Make sure the date is filled in. If the customer is not available on site, contact your manager before leaving — do not leave without the signature unless specifically directed to by management.