The Pre-Installation Check List
Project Name: _____________________________ Start Date: ________ Finish Date: __________
The project details – as per the specs, contract, floor plan, templating and drawings:
 Discuss any unusual designs or applications of product, materials, etc. with Field Superintendent
 Discuss non-standard items designed into this job with Field Superintendent.
 Is there anything in the plan that is not industry standard?  yes  No
The material list and specifications:
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Is everything ready and available?  yes  No
What arrangements have been made for missing items?_____________________________________
Will existing “things” on the job be re-used? (Consider: sinks, faucets, appliances, wall treatment, etc.)
Where are the sinks, faucets, appliances, etc? _____________________________________________
The work orders:
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Are there other trades on this job? Have they been notified of the time schedule?  yes  No
Who is responsible for getting special materials to the job? __________________________________
Who is the responsible person on the job? (Who talks to and make decisions with the clients?)
Who is in charge of the other trades and their schedules?
Who should be called if there are any questions or problems? # _______________________________
Who is responsible for trash removal? ___________________________________________________
Do we use floor protection on the job?  yes  No
Do we provide a color-matched piece?  yes  No
Do we supply the a care kit on this job?  yes  No
Who presents the care kit to the customer? ___________________________________________________
Is payment to be collected at the end of installation?  yes  No
Who collects the final payment? _________________________________________________________________
Review:
 Delivery procedures, parking circumstances, accessibility and staging, Field Technician’s access to electric,
water, bathroom, basement, etc.
Customer confirmations and considerations:
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Has the starting date and time been communicated to the client?  yes  No
Has the customer been advised to clear out the work and setup area(s)?
Has the customer been advised of the chain of command & work rules?
Has the customer agreed to have the items/products they are supplying on the job?
Special details applicable to this project:
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_____________________________________________________________________________
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_____________________________________________________________________________
The agreement:
We know exactly what must be achieved, how it is to be accomplished, by whom, and in
what order. We have reviewed the final inspection check list(s) and are prepared to meet
the standards set forth.
_______________________________
The Field Technician
_________________________________
the Job Manager
the date reviewed : ____________
© 2004 The International Solid Surface Fabricators Association
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The Field Technician’s Final Check List
Job Name: ___________________________ Finish Date: _________
Installer: _______________
The Installation
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All counter tops are installed level and secured to the cabinets
All splashes are installed properly and secured as per the plans
All splashes have been siliconed/caulked and made neat
All splash cutouts are proper and as per the plan and job requirements
All seams are properly sanded, smooth and inconspicuous
All seam colors match and blend into the surrounding surfaces
All surfaces finishes are uniform and as per the plans and our standards
All surfaces are acceptable and free of scratches, nicks, chipped edges, buffing marks, etc.
Protective covers were used on the floors and surfaces
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_______________________________________________________________________
Sinks and Appliances
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The sinks, faucets and appliances were on the job
The sinks and appliances fit in their cutouts properly
The faucets holes were drilled as per the specs
The heat reflective tape was put on the cutout as per our standards
All seams supports, dishwasher anchors, cutout supports are complete
All cutouts and corner blocks have been buffed and made smooth
The overflows are attached to sinks where necessary
Clean Up
 The counter tops and splashes were cleaned
 The overall job was made broom/shop vac clean
 Trash, debris and dust created from the installation process was removed
Customer Satisfaction
 The warranty, care kit, user guide and color match piece were left on the job. They were placed
in the _____________________________________________________________________.
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The customer went over the job with me and was satisfied
I explained the care and use of the product to the customer
I left the bill on the job
I collected the final payment
Miscellaneous Considerations & Comments
________________________________________________________________________
________________________________________________________________________
Completion of this checklist certifies that the checked items are installed and secured as per industry and company standards. It further
signifies that it meets my own professional standards. The work is done well and I stand behind it.
__________________________________________ _____________
Field Technician’s Signature
Date
2
The Final Check List
Job Name: ___________________________
Finish Date: _________ Installer _________________
Cabinetry
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All touch-up has been completed.
All accessories are installed properly.
All adjustable shelves are installed properly.
All hardware is installed as per instructions.
All interior screw holes have been made presentable.
All shims have been cut off flush with the finished surfaces.
All doors line up and operate as per the manufacturer’s specifications.
All drawers lined up and operate as per the manufacturer’s specifications.
Moldings
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All moldings have been mitered and fitted properly.
All moldings are firmly attached to the surfac
All nails are set and filled with a matching putty stick.
All unfinished edges, splits, chips and rough spots have been touched-up.
All moldings are running parallel with the adjacent surfaces and as per the plan.
Counter Tops
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All counter tops have been installed level.
All counter tops have been cleaned and made presentable.
All joints have been installed flat and are installed per industry standards.
All joints have been filled with a matching filler complimenting the counter top.
Appliances and Sinks
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All packing materials have been removed.
All appliances and sinks have been secured properly.
All appliances and sinks have been cleaned and made presentable.
All ductwork has been installed properly and is in good appearance.
The outside vent flap works properly.
The refrigerator is level, plumb and plugged in.
Trash, appliances and the like have been treated as per the contract.
The manuals, warranty and service cards are in the ___________________ .
Miscellaneous Considerations (written in by designer, client or project manager)
 __________________________________________________________________________________
 __________________________________________________________________________________
 __________________________________________________________________________________
Completion of this check list certifies that the checked items are installed and operating according to
industry standards. It further signifies that it has met my own professional standards.
______________________________ _____________
Signature
Date
3
© 2004 The International Solid Surface
Fabricators Association
The Contractor’s Check List
Job Name: _________________________________________ Finish Date: _________ Installer: _____________
Plumbing
 There are no leaks.
 The disposal functions properly.
 The ice maker is hooked up and operating.
 There is good water pressure and drainage.
 The plumbing accessories work as planned.
 The dishwasher is hooked up and operational.
 The required inspections have been completed and signed off.
 The sink has been caulked, fastened to the counter and hooked up properly.
Gas work
 All units are hooked up properly and have been checked for leaks.
 All pilot lights are working properly.
 This trade has removed their trash and cleaned up
Carpentry, Painting and Paper
This work, being of a custom nature is hard to detail, consequently the responsibility for satisfactory completion is based on
reference to the floor plans, manufacturer’s specification, industry standards and the standards set upon awarding of the
contract.
 All work has been done according to plan.
 All work is acceptable to me, the project manager.
 Every thing performs as per the design and the manufacturer’s specifications.
 _____________________________________________________________
 This trade has removed their trash and cleaned up
Electrical
 All appliances are in working order.
 All appliances are properly grounded.
 All light fixtures are in good working order.
 The cover has been installed on the panel box.
 All bulbs and tubes are installed and in working order.
 All receptacles and switch plates are installed properly.
 The required inspections have been completed and signed off on.
 This trade has removed their trash and cleaned up
Flooring
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The floor is installed properly.
The floor is cleaned and presentable.
The seams match and are filled with proper material.
The doors have the proper clearances and are operational.
The exposed edges are all covered with threshold or the proper molding.
This trade has removed their trash and cleaned up
Miscellaneous Considerations (written in by designer, client or project manager)
 __________________________________________________________________________________
 __________________________________________________________________________________
 __________________________________________________________________________________
Completion of this checklist certifies that the checked items are installed and operating according to industry
standards. It further signifies that it has met my own professional standards
The project manager’s signature
the date
© 2004 The International Solid Surface Fabricators Association
4
The Project Meeting Check List
.
Job Name: _________________________________________ Finish Date: _________ Installer: _____________
 Discuss any unusual designs or applications of product, materials, etc.
 Discuss non-standard items designed into this job.
 Is there anything in the plan that is not industry standard?
The material list and specifications:




Is everything ready and available?
What arrangements have been made for missing items?
Will existing “things” on the job be re-used? (consider: moldings, counters, doors, appliances, trim, floor, etc.)
Where will products, tools, materials, appliances, etc. be stored during the installation?
The project details – as per the specs, contract, floor plan and interpretative drawings:
The work orders:
 Have all the trades been notified of the time schedule?
 Who is responsible for getting special materials to the job?
 Who supplies the miscellaneous installation items? (consider: screws, nails, shims, 1’x2’s, cutoffs, switches, duct for vent
hood, touch-up sticks and paint, etc.)
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Who is the responsible person on the job? (Who talks to and make decisions with the clients?)
Who is in charge of the other trades and their schedules?
Who should be called if there are any questions or problems?
Who is responsible for trash removal? (consider: does each trade cart their mess; do you have a dumpster; etc.)
Who is responsible for the various permits?
Review:
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Delivery procedures
Parking circumstances
Accessibility and staging at the work site
Worker’s access to electric, water, bathroom, attic, basement, etc.
Confirmations and considerations:



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Has the exact starting date and time been communicated to the client?
Has the client been advised to clear out the work and setup area(s)?
Has the client been advised of the chain of command?
Have all trades and suppliers confirmed? Is it clear they know what they are to do on this job?
Special details applicable to this project:

_______________________________________________________________________________
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_______________________________________________________________________________
The agreement:
We know exactly what must be achieved, how it is to accomplished, by whom, and in what order. We have reviewed
the final inspection check list(s) and are prepared to meet the standards set forth.
__________________________________________
________________________________________
the designer’s signature
the project manager’s signature
the date: ____________
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.
© 2004 The International Solid Surface Fabricator Association
5
The Hiring Check List
Past performance dictates future success.
Call three references and ask the seven questions stated below.
The three references are:
Contact Name ______________________ Contact Name ______________________ Contact Name ___________________
Firm Name ________________________ Firm Name ________________________ Firm Name _____________________
Telephone ________________________ Telephone ________________________ Telephone _____________________
____________________________ ____________________________ _________________________
The seven questions are:
#1. Has ______ write the installers first and last name here ____________ worked as a kitchen installer for you?
#2. Can you tell us approximately how many jobs he/she installed for you? __________
#3. Was ___ write their 1
st
name here
___an employee or subcontractor? __________
#4. How long did ___ write their 1
st
name here
#5. Do you still use ___ write their 1
st
___work for you? ___________
name here
#6. We expect a lot from ___ write their 1
st
___?  Yes  No
name here
___, do you recommend him/her?  Yes  No
#7. On a scale of one to ten (1 being poor and 10 being excellent) what number would you rate ___ write their 1
here ___ ? ____
st
name
Check out the tools and vehicle.
Use the tool check list. It will work well as a reminder of what they should have, and it will give you the
authority to pull the inspection. If they try to talk you out of using the tool check list, just say, “It is part of the
procedure, I have to complete this form.” They can’t argue or try to smooth talk a form, can they?
Summarize:
Finish these two sentences:
The major reason I should hire ___ write their 1
st
name here
___ is because _______________________________
__________________________________________________________________________________
The major reason I should not hire ___ write their 1
st
name here
___ is because ____________________________
__________________________________________________________________________________
Notes
© 2004 The International Solid Surface Fabricators Association
6
The Installation Tasks, Responsibility & Time Schedule Worksheet
Job Name:
Start Date:
The TASK – THE INDIVIDUAL
TASKS, JOBS, ASSIGNMENTS,
ETC. THAT MUST BE COMPLETED
TO GET THE PROJECT
INSTALLED.
Finish Date:
RESPONSIBLILTY – THE NAME
OF THE PERSON OR COMPANY WHO
IS RESPONSIBLE TO DO THESE
TASKS, JOBS, OR ASSIGNMENTS.
TIME SCHEDULED – THE
ESTIMATED AMOUNT OF TIME
ALLOTTED TO THIS TASK, JOB, OR
ASSIGNMENT SHOWN IN HOURS.
© 2004 The International Solid Surface Fabricators Association
7
Installation Flow Chart
Diagram the job title and the time allotted to this day’s work
Job Name:
Start Date:
Finish Date:
Day/Date
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8:OO AM
9:OO AM
10:OO AM
11:OO AM
NOON
1:OO PM 2:OO PM
3:OO PM 4:OO PM 5:OO PM
OVER
TIME
Installer
Carpenter
Plumber
Electrician
other
other
other
other
Day/Date
_________
8:OO AM
9:OO AM
10:OO AM
11:OO AM
NOON
1:OO PM 2:OO PM
3:OO PM 4:OO PM 5:OO PM
OVER
TIME
Installer
Carpenter
Plumber
Electrician
other
other
other
other
© 2004 The International Solid Surface Fabricators Association
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