Job File Checklist - SAMPLE - (what do you think should be added???)

 
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Old 01-06-2012, 12:53 AM   #1
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Job File Checklist - SAMPLE - (what do you think should be added???)


I have a Job File Checklist and wanted to make sure that it as complete as it could be. I would appreciate if people would add their feedback about what to add, modify, or delete.


Job File Checklist

1. Properly Completed Original Contract (Signed By Property Owner)
2. Preliminary Pricing Detail (Signed By Property Owner)
3. Prestart Checklist (Signed By Property Owner)
4. Scope of Work (Signed By Property Owner)
5. Photos (front, side, and special areas of the roof)
6. Roof and/or Siding Diagram
7. Connect Point (If requried)
8. Consumer Right to Know
9. Mortgage Affidavit (If Insurance Related)
10. Check (original and front & back photocopy of the check)


Any assistance you guys can provide would be greatly appreciated.

-Phil

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Old 01-06-2012, 04:34 PM   #2
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Re: Job File Checklist - SAMPLE - (what do you think should be added???)


Release of Lien.

Pardon my ignorance but connect point? Preliminary price?
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Old 01-28-2012, 06:24 PM   #3
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Re: Job File Checklist - SAMPLE - (what do you think should be added???)


We recently participated in a NRCA webinar on setting up a job folder it was very helpful. I would suggest getting the webinar from the NRCA website. I have attached a copy of our Job folder.

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File Type: jpg Job Folder.jpg (92.9 KB, 37 views)
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Old 01-28-2012, 08:18 PM   #4
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Re: Job File Checklist - SAMPLE - (what do you think should be added???)


@vtroofing: Release of Lien is a good line item to add. I should have clarified that this checklist is to start a job and not so much the entire job production.

Connect Point (www.connectpointinc.com) is similar to Eagle View (www.eagleview.com) that provides satellite image roof measuring services.

Preliminary Price refers to the agreement made with the property owner at the beginning of the job. Then as the back office reviews the job they will determine if there are any additional line items of work that need to be added, modified, or removed based on cost, codes, supplements, and costs to property owner if needed.

Last edited by philliph; 01-28-2012 at 08:37 PM. Reason: evil little typos
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Old 01-28-2012, 08:19 PM   #5
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Re: Job File Checklist - SAMPLE - (what do you think should be added???)


@JayCarter: Thanks for the document, it looks very useful. I separated the image and saved it as two pdfs for me to reference when I start building a production outline next week.

Last edited by philliph; 01-28-2012 at 08:37 PM. Reason: evil little typos
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Old 01-28-2012, 08:29 PM   #6
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Re: Job File Checklist - SAMPLE - (what do you think should be added???)


Good to have the file folder- Many pages of documentation all seemed like it works well.
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Old 01-29-2012, 11:34 AM   #7
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Re: Job File Checklist - SAMPLE - (what do you think should be added???)


Quote:
Originally Posted by philliph View Post
I have a Job File Checklist and wanted to make sure that it as complete as it could be. I would appreciate if people would add their feedback about what to add, modify, or delete.


Job File Checklist

1. Properly Completed Original Contract (Signed By Property Owner)
2. Preliminary Pricing Detail (Signed By Property Owner)
3. Prestart Checklist (Signed By Property Owner)
4. Scope of Work (Signed By Property Owner)
5. Photos (front, side, and special areas of the roof)
6. Roof and/or Siding Diagram
7. Connect Point (If requried)
8. Consumer Right to Know
9. Mortgage Affidavit (If Insurance Related)
10. Check (original and front & back photocopy of the check)


Any assistance you guys can provide would be greatly appreciated.

-Phil
I wish I was this organized.
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Old 02-01-2012, 03:17 PM   #8
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Re: Job File Checklist - SAMPLE - (what do you think should be added???)


I can take it from your check list that you are a storm chaser.

Our scope of work, pricing, contract, are one in the same.
We also include drawing/measurements on one document. Pricing on another printed spreadsheet. Consumer rights and work order. Original check or credit card authorization form. No copy of check is needed since we get back a copy from the bank after deposite.
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Old 02-01-2012, 04:02 PM   #9
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Re: Job File Checklist - SAMPLE - (what do you think should be added???)


Quote:
Originally Posted by Grumpy View Post
I can take it from your check list that you are a storm chaser.

Our scope of work, pricing, contract, are one in the same.
We also include drawing/measurements on one document. Pricing on another printed spreadsheet. Consumer rights and work order. Original check or credit card authorization form. No copy of check is needed since we get back a copy from the bank after deposite.


Grumpy - Yes, for the time being I am focusing on storm damage renovations. I am learning the roofing business quickly as I have owned dozens of properties as an investor during the real estate boom but moved on when the market shifted.

The outline you work with is essentially the same with just a little change in document order. Thanks for the feedback, it is very much appreciated.


-Phil
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Old 02-02-2012, 12:00 PM   #10
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Re: Job File Checklist - SAMPLE - (what do you think should be added???)


Quote:
Originally Posted by JayCarter View Post
We recently participated in a NRCA webinar on setting up a job folder it was very helpful. I would suggest getting the webinar from the NRCA website. I have attached a copy of our Job folder.

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I really like the idea of a job folder and it's one I toyed with a "job check list form" which was to be stapled to every job folder but like most things I never enforced it so it never got done. A job folder would be the best way to enforce it getting done since it would substitute the manilla file folder. I'd lay mine out a little different but overall mostly the same.

Do you mind if I ask what kind of cost was the custom priting of these folders?
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