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Install Workflow Checklist (Separate from Repairs)

InstallsWorkflowChecklist

A checklist for install jobs so site prep, materials, and sign-off don't get mixed up with repair steps. Use it for every install; keep repairs on a separate list so the tech and customer see the right sequence.

For teams mixing install and repair jobs and losing time because installs need different prep and closeout than repairs.

Next: Use it on 10 install jobs and keep repairs on the repair checklist; then see if your FSM can assign templates by job type.

Copy/paste template

Install Workflow Checklist (Separate from Repairs)

  • - Install Workflow Checklist
  • -
  • - Pre-install:
  • - - [ ] Site prep completed (access, space, power)
  • - - [ ] Materials/parts confirmed ready
  • - - [ ] Customer approval/signature captured
  • - - [ ] Timeline confirmed with customer
  • -
  • - During install:
  • - - [ ] Key installation steps completed
  • - - [ ] Photos taken (before, during, after)
  • - - [ ] Issues found documented
  • - - [ ] Customer questions answered
  • -
  • - Post-install:
  • - - [ ] System tested and running
  • - - [ ] Customer walkthrough completed
  • - - [ ] Warranty info provided
  • - - [ ] Customer sign-off captured
  • - - [ ] Cleanup completed

How to customize

Replace placeholders:

  • [Name] → Customer or tech name
  • [time] → Arrival time (e.g., "2:00 PM" or "in 30 minutes")
  • [link] → Job link or tracking URL

Avoid these mistakes:

  • Don't use overly aggressive language (e.g., "URGENT: Payment due now!")
  • Don't use confusing abbreviations or jargon
  • Don't make promises you can't keep (e.g., "We'll be there in 10 minutes" if it's not realistic)

How to use it

  1. Use this checklist for every install job (not repairs)—installs have different prep and closeout than repairs.
  2. Complete pre-install items (site prep, materials, approval) before starting so you're not stuck without a part or permit.
  3. Document issues found during install so warranty and the next visit have context.
  4. Complete post-install items (test, walkthrough, warranty info, sign-off) before leaving so the customer has proof and you have closure.
  5. Store the checklist with the job record so callbacks and warranty can see what was done.

Common tweaks

  • Add specific installation steps for your service type (e.g. pressure test, electrical check).
  • Add a line for permits or inspections when the job requires them before sign-off.
  • Add a line for customer training (e.g. how to operate, filter change) when it's part of the install.
  • Add a line for follow-up scheduling (e.g. first maintenance in 6 months) when it's part of the install package.
Back to Scheduling Mess hub

Related guides

Guides that help with this pain:

Scheduling Chaos? A Simple System for 1-5 TechsDrive Time Reduction: Intake Fields That Matter

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