EQUIPMENT PRE-ORDER CHECKLIST To ensure that all equipment orders are processed accurately and in a timely manner, we encourage you to review the checklist below with your customer to avoid any discrepancies or delays.
1. Installation date and time: Determine when the customer can/needs to take possession of the equipment. 2. Primary on-site contact person: • Name • Number • E-Mail 3. Access into facility: • Is the entrance door/delivery door large enough to accommodate the equipment? • Any tight turns/corners to consider?
• Is there an elevator? If so, what are the dimensions? Max Weight Limit? • Will the delivery crew be required to ascend or descend any stairs? • Are there any counters to lift the equipment over? • Is there a loading dock at the location?
• Are there any other delivery restrictions, i.e. max truck size, receiving hours, etc. • Working hours: Can the work be started at 6:00 a.m. and worked on during the day, or must it be done after hours? 4. Dock/truck lift-gate requirements: Discuss prior shipping the equipment if 3rd Party Carrier is used. 5. Are the new and existing units “like for like”? 6. Are we required to haul away old equipment? • If Yes, make customer aware of the fee. 7. Required utilities: • Electrical: Make sure that the voltage and phase of the equipment being delivered match that of the customer’s existing equipment or facility. • Gas: Make sure that gas requirements of the equipment being delivered match that of the customer’s existing equipment or facility. Is it natural gas, propane, etc? If the unit is not front manifold, be sure to include gas hoses. • Plumbing: If applicable, ensure that there is a water source close to the point of equipment installation, and make sure there is adequate water pressure for the equipment requirements. • Drain Requirements: If a piece of equipment requires a drain, make sure that a proper drain is in place, and is located where the new piece of equipment is to be installed. If you have to make a drainage connection, know ahead of time whether PVC or copper pipe is required. • Hood Depth: I f the equipment is going to be installed under a hood, make sure that the depth of the hood is adequate enough to properly accommodate the new piece of equipment. 8. Check manufacturer’s specifications sheet: Check the manufacturer’s specification sheet for any special installation requirements that are being recommended, or are required for proper installation. 9. Completion of the warranty card: Instruct customer to fill out the manufacturer’s warranty card and ensure that it gets returned to the manufacturer immediately. 10. Equipment demonstration and start-up: If applicable, arrange a complete and thorough demonstration of the equipment for the customer with the local manufacturer's rep. 11. Packing materials: Ensure that all construction debris and packing materials are cleaned up after delivery is made.
EQUIPMENT GUIDE
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