Embedded Files
After configuring all equipment and enabling the site, it's essential to conduct an audit before dispatching from the warehouse. This audit ensures the accuracy of all items prepared for shipment and verifies that all necessary documentation has been completed. Below, we'll detail how this auditing process is carried out.
The document signed by the Project Manager is a printed version of the pull sheet, featuring a signature section at the bottom. It is imperative that this sheet is enclosed within the box, and subsequently verified by the technician onsite.
Furthermore, another sheet is generated and retained in Zuper, with a copy emailed at two key stages: once when the equipment is staged at the dock for shipping, and again upon shipment. This sheet serves as the equipment audit and contains comprehensive details such as all boxed equipment, their respective locations, pricing, and tracking information. By pre-including total costs per box, this sheet streamlines the claims process should a shipment become lost in transit.
Steps to create the audit sheet:
Open the job folder and create a Google Sheet from a template.
Navigate to the pull sheets page for the current month.
Locate the site for which you are creating the audit sheet.
Rename the title and transfer all identifier information from the pull sheets to the audit sheet, including details such as opportunity, unit number, work order number, recurring monthly revenue, and BEP.
Ensure to designate the Project Manager and fill out any invisible fields to ensure accurate email routing.
Populate the Audit sheet with all requested equipment details.
Access Zuper and search for the unit number.
Update all necessary statuses and checklists accordingly.
Complete the required information in the "Equipment ready to be shipped" section.
Copy the link from the audit sheet and paste it into the QA sheet text box before saving the document.
The document signed by the Project Manager is a printed version of the pull sheet, featuring a signature section at the bottom. It is imperative that this sheet is enclosed within the box, and subsequently verified by the technician onsite.
Furthermore, another sheet is generated and retained in Zuper, with a copy emailed at two key stages: once when the equipment is staged at the dock for shipping, and again upon shipment. This sheet serves as the equipment audit and contains comprehensive details such as all boxed equipment, their respective locations, pricing, and tracking information. By pre-including total costs per box, this sheet streamlines the claims process should a shipment become lost in transit.
When signing off
In addition to verifying that the contents listed on the sheet match what is in the box, there are several other considerations:
Confirm that all peripherals are included with their respective devices, such as power cords, cables, and plugs.
Double-check for any missing screws, bases, seals, or caps.
Open any enclosures that may be holding equipment to save space and verify contents.
Ensure all brackets and straps are included if requested.
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