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Run: Plumbing Service Pre-Job Site Walk

Use this Plumbing Service Pre-Job Site Walk template to verify the work order, isolate water safely, document site conditions, and brief the customer before ...

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Job and Site Confirmation

Confirm the service address, customer name or site contact, and requested plumbing scope match the job assignment.
Verify the route to the work area is accessible and that the immediate work zone can be reached safely.
Document any observed hazards that may affect the job.
Record any pre-existing damage, corrosion, leaks, access limitations, or conditions that may affect the work or be disputed later.

Shutoff Valves and Water Isolation

Confirm the main shutoff valve or relevant branch isolation point is located before work begins.
Verify the specific shutoff valves needed for the task are present, reachable, and not blocked.
Test valve operation as appropriate without causing damage; note any seized, leaking, or non-functioning valves.
Confirm whether water shutoff will affect occupants, operations, or adjacent areas and that the customer understands the impact.

Water Pressure and Plumbing Condition

Measure water pressure at the relevant point before work starts.
Document whether any active leaks, drips, or water intrusion are present in the work area or adjacent spaces.
Identify visible corrosion, cracked piping, damaged fittings, or other deterioration that may affect the repair.
If a PRV, backflow preventer, or similar device is present and relevant to the job, note its visible condition and any obvious defects.

Customer Briefing and Work Plan

Confirm the customer understands the planned work, expected water interruption, noise, access needs, and any temporary service impacts.
Verify the customer or authorized site representative has approved starting the job after the site walk.
Record any tenant, facility, access, scheduling, or shutdown restrictions communicated by the customer.

Pre-Job Readiness

Confirm the crew has the tools, replacement parts, and PPE needed to start and complete the work safely.
Confirm there are no unresolved critical items such as inaccessible shutoffs, unsafe conditions, or missing customer approval.

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