The "morning calmness"
As the trailers are now packed the night before, what used to be termed "morning madness" is a lot less intense; now the routine mostly involves double-checking. Make sure that you have sufficient and proper supplies for your specific job as outlined in the work folder.
Trucks & trailers
The work folder contains all the details of the installation.
- Permit plan set: paperwork on the details of the job
- This is the paperwork that contains the pictures of the house
- Includes info such as system size, type of roof, array size, brand of panel, address…etc. as well as important electrical information such as wire size, inverter type, labeling…etc.
- There are two copies of the permit plan set, one submitted to the city, the other used during installation. It's important to make sure that these match.
- Project checklist: originates from the beginning of the sales process. This contains information about the home such as the year it was built, address, contact information…etc.
- One of the most important features of this checklist is the special details unique to that project. This could be a special request made by the customer or could be important due to some other extenuating circumstances.
- Contains a list of all the materials that will be used for the install. Again, it is important that all the information matches so compare this with details from other sections of the packet.
- Job safety analysis-- filled out by the foreman, this paper documents the risks, hazards, and safety equipment being used at the site.
- The daily report documents all personnel present and other information. It contains a mechanical and electrical section of checkboxes
- The installation acceptance form insures that the customer is up to date on the progress of the installation.
- Closing documents: contains details of the job and how it was installed (for foremen)
- Includes safety and evaluation forms (filled out by the foremen)
- Reflects on all procedures, hazards, materials...etc. used in the install
- Documents the level of completion concisely and in one location
Regarding the customer:
- Be respectful
- Keep them informed on what is going on (layout, installation process, progress...etc.)
- Let them know they can ask questions at any time
- Keep it clean (music, habits, appearance, bathroom)
- Absolutely no tobacco products
- Double-check that you have all of your equipment and that the customer's belongings remain
- Make sure they know how to activate their solar system
- Make sure that the crew is on task
- Enforce tobacco policy
- Quality assurance -- foremen are evaluated based on the quality of the build
- Paperwork & pictures
- Encourage teamwork and a positive work environment
- Foremen are graded on the quality of each installation
- Tobacco products are allowed on company property as long as they are used in the open air
- Paperwork and pictures are not a big deal because the inspector will document the site
- It is the foreman's responsibility to acknowledge and address any concerns that the customer may have
- To be polite, the whole crew should come to the door and introduce themselves
- There are two copies of the permit plan set
- Any changes to the system must be reflected in both plan sets
- The project checklist originates from initial salesman/customer interaction
- Matching information across the work folder isn't important as long as the correct information is shown in at least one section
- Since the trailers are packed nightly, there is nothing to pack or check in the mornings.
- Before driving, it is important to double check the truck inspection checklist and security of the ladders
- Trunk cable is used for string inverter systems
When it comes to customer interactions, keep it __________
The main sections of the work folder include:
- Permit plan set
- Closing documents
- Paperwork and pictures
- Project checklist
- Safety analysis form
- Back cover
Before driving a company vehicle, you must:
- Pass a company driving test
- Obtain your DOT card
- Write a short paper discussing your driving experience and history
- Be an IWS employee of at least one year