Checklists

Facilitator and learner complete this together. Do not skip the legal briefing to 'get to real work.' This is the real work.

• Name, emergency contact, and hours confirmedshared
• Workstation, keys, printer, phone/voice, email livefacilitator
• Watch the legal briefing (38 min) and complete M01 + M03 quizLegal briefing page + SOP Section 4 locked factsadmin
• Zoho, drive, calendar, sample log accessshared
• Walk one live job file from bid to this week's dailyfacilitator
• Fill real names into the directory seatsshared
• Read current jobs board: who is in the field and what is hotadmin
• Open-questions log started (questions without answers)admin
• PPE set issued for site walks (boots, glasses, vest, hat)facilitator
• End-of-day recap: three things learned, one still muddyshared

Watch first. Own one loop by Friday. Do not take all loops on Tuesday and drown.

• Run the morning loop with Eric watching once, then once aloneadmin
• Enter or clean three Zoho recordsadmin
• File a week's worth of dailies/photos to the correct job folderadmin
• Draft one RFI or one PCO for review (do not send solo yet)admin
• Assemble or update one COI request with the brokeradmin
• Complete M02 and M04 lessons + quizzesadmin
• Sit in on the weekly job-cost huddle and take notesadmin
• Facilitator checkpoint: what to keep, what to stop, what to startfacilitator

This is the job when nobody is 'training you' anymore.

• Crew pulse capturedadmin
• Inbox/voice acknowledged (clients same morning)admin
• Deliveries matched to POsadmin
• Dailies/photos in from field — or a chaseadmin
• Unsigned extras / open RFIs touchedadmin
• AR/AP: something moved or was scheduledadmin
• Calendar landmines inside 14 days checkedadmin

If this packet exists, the company can survive a sick day.

• Look-ahead issued to field and Ericadmin
• Job-cost huddle packet: estimate / cost / billings / extrasadmin
• CRM hygiene: stages true, follow-ups datedadmin
• COI and training expirations scanned 45 days outadmin
• Sample log and inventory exceptionsadmin
• Open questions reviewed — answers written or re-datedshared

A missed item here is a crew in a driveway.

• Executed PO/contract in fileadmin
• COI accepted at gate/portaladmin
• Submittal status allows the work being sequencedadmin
• Material counted, lots noted if requiredshared
• Hours, escort, parking, dumpster, odor noticeadmin
• SDS pack printed/on tablet for the siteadmin
• Crew badges / orientation completeshared

Pretty floors with thin packets wait on retainage.

• Punch list closed with datesshared
• Warranties signed with correct legal namesadmin
• QA pack: tests, lots, photos, as-builtsadmin
• Final invoice + retainage trackedadmin
• Waivers collected/issued as requiredadmin
• Attic stock signed overshared
• CRM and samples closed; warranty tickler setadmin

Office, sales, field, and crew. This is the company floor. Do not skip the legal video because you work the field.

• Identity card: Taylor HQ, 313-889-2526, website vs email domainall
• Watch the legal briefing (38 min)Legal briefing page. Required once.all
• C01 + C02 + C03 + C04 lessons and quizzes at 80%+all
• Run the verbal-extra scenarioall
• PPE / mixing-area / stop-work brief with a leadshared
• C04 Product Installation Requirements — five numbers named off a real data sheet with a leadcrew
• Phone greeting once, out loudall
• Name Nick Holton, Due Upon Completion, and Paid-if-Paid forbiddenall
• C03 Own the Equipment — strap, tool care, one home for everything, dock image, C03 quizall
• Walk a trailer with a lead: every piece of equipment has a strap point and one homecrew

Qualify. Do not freelance. Hand off a file.

• Who / where / what / when / next captured in Zohosales
• Spec, exclusions, and vertical flags (pharma, ICRA, Skydrol) namedsales
• No freelance price, Net 30, or start datesales
• Sample labeled and logged if one left the buildingsales
• Handoff in the job file — not a 6 a.m. text to the crewsales

Install the spec. Photograph the truth. Stop extras.

• PPE on. Mixing area controlled. SDS on site.crew
• Lots photographed as drums opencrew
• Dew point / moisture recorded before placecrew
• Verbal extras stopped and radioed — not appliedcrew
• Daily: crew, areas, qty, delays, visitors, weather, extras, photoscrew
• Vac + prep strapped before the key turns. Second set of eyes.crew
• Cords coiled. Tools home or tagged broken the same hour.crew
• Leave-behind: tape, trash, edges. Photo the lead would show Eric.crew

Same as mobilize, said so field ops owns it without waiting on office language.

• Look-ahead true: where, who, system, hoursfield
• Kits counted. Do not assume the drums are there.field
• COI / badges / escort / odor noticefield
• SDS pack and spare PPEfield
• Constraints in writing: live plant, ICRA, nights, shutdownfield

The ownership standard written as a list. $250k+ of prep equipment and vac does not survive 'we'll strap it at the next stop.'

• Vac strapped, barrel latched, wand/hose not a missilecrew
• Grinder and prep equipment tied to rated points — short hop is not an exemptioncrew
• Cords coiled and binned. No spaghetti in the well.crew
• Second set of eyes walked the trailer (not the person who loaded it)shared
• Broken tools tagged + said out loud the same hourcrew
• Squeegees, spikes, rollers, knives, pucks cleaned and back in their one homecrew
• Dock leave-behind: trash, tape, edges. Photo if high-profile.crew