PM Check-in

At this stage of the process, it's crucial to verify all moving parts. This includes ensuring that equipment has been requested, confirming whether the lift has been requested and scheduled if needed, checking if any documentation, such as PO numbers, has been completed, and assessing whether any deliveries have been delayed. Looking back allows us to address any pending gaps in the process and smooth out any bumps that may have occurred during the request and scheduling phases.

Below is a checklist 

1. Was the Calendar invite shared?

2. Was the lift ordered?

3. Was the PO number for the lift added to Zuper?

4. What is the tracking number for Shipping?

5. Have you received notices of delay for the lift or equipment?

6. Have you confirmed with the customer 48 Hours from install?

useable for Zendesk ticket.