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After sending out invites, scheduling lifts, and preparing equipment, site assignment, and shipment, it's crucial for the PM to ensure all communications have been initiated correctly and all documentation is complete for the installation. Below is a checklist to verify all necessary steps have been taken.
PM Scheduled Validation Checklist
Ensure adherence to the Service Level Agreement (SLA) timeframe of 72 to 48 hours before installation, verifying all moving parts.
Confirm shipping status to ensure timely delivery and update the calendar invitation with the shipping tracker link.
Verify scheduled lift delivery if applicable.
Confirm technician acceptance of the calendar invite and ensure the job is listed on the tech schedule for the designated date.
Update notes with completion of verification and confirmation of customer contact.
If there are any changes at this checkpoint; a PM must call the customer to provide proactive notice, solution and updated ETAs.
If any changes made the PM with follow up the call with an email providing all details and updated ETA's. (Macro template)
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