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Custom Installer Training Build-Out Assessment

This assessment is what we use to build your custom videos and tailor your training program to your business and SOPs.

Please give as much detail as possible. The more detailed you are, the better we can build it around the real way your company operates.

We do not begin building your training program until this assessment is 100% completed.

Estimated time: 10–15 minutes.

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Custom Branded Installer Training Program Onboarding Assessment

 

Please complete this form with as much detail as possible.

 

This assessment is what we use to build your custom videos and tailor your training program to your real company standards, systems, and SOPs. The more detail you give us, the better your final training program will be. We do not begin building until this assessment is fully completed.

Assessment 1:

Company Culture / Welcome Video

Question 3 of 91

Company Name

Question 4 of 91

In 1 to 2 sentences, how would you describe your company culture?

Question 5 of 91

What matters most to you when it comes to your crews and job performance?

Question 6 of 91

If a new installer only remembered one thing about how your company operates, what would you want that one thing to be?

Question 7 of 91

List 3 non-negotiables every installer must follow.

Question 8 of 91

What are the biggest struggles you’ve had with installers so far?

Question 9 of 91

What are the top 3 mistakes new hires make?

Question 10 of 91

How should installers interact with customers on-site, and what should they avoid saying or doing?

Question 11 of 91

Who is allowed to discuss pricing, changes, or additional work with the customer?

Question 12 of 91

What does professional behavior at a customer’s home mean to you?

Question 13 of 91

What are installers expected to wear each day?

Question 14 of 91

Are there any appearance or uniform standards that must be followed?

Question 15 of 91

What time should crews be leaving for the first job?

Question 16 of 91

What would make you proud of how your crew represented your company on a job?

Question 17 of 91

What do you want new hires to understand about your company on day one?

Question 18 of 91

What values, standards, or expectations should be emphasized immediately?

Assessment 2:

Morning Routine Video

Question 20 of 91

What time are installers expected to arrive each day?

Question 21 of 91

What time should crews be leaving for the first job?

Question 22 of 91

What is considered late in your company?

Question 23 of 91

What is your call-out or attendance policy?

Question 24 of 91

What defines a good pace or production level for your crews?

Question 25 of 91

What should the finished job feel like from the customer’s perspective?

Question 26 of 91

Do you hold morning meetings, huddles, or safety talks? If so, what is covered?

Question 27 of 91

What typically causes delays or issues in the morning?

Question 28 of 91

What are the most common mistakes new installers make in the morning?

Section 3. Appearance, Attendance & Workday Expectations

Help us define the standards your team is expected to follow every day.

Section 4. Morning Routine & Daily Prep

Walk us through how your crews start the day and get prepared to leave the shop.

Section 5. Job Info, CRM & Crew Communication

Tell us how your team receives job details and stays organized in the field.

Question 32 of 91

What CRM or job software do you use?

Question 33 of 91

How do crews receive job details each day?

Question 34 of 91

Where do installers find gate codes, notes, and job instructions?

Section 6. Products, Materials & Installation Standards

This section helps us understand what products you use and how you want installs done.

Question 36 of 91

Tell us what makes your installs unique. What are things your team specifically does every time, and what are things you specifically do NOT do, if any?

Question 37 of 91

What products do you install most often?

Question 38 of 91

Do you primarily use C9 only, or both C7 and C9?

A

C9 Only

B

Both C7 and C9

C

Mostly C9, occasionally C7

D

Other

Question 39 of 91

Do you use male and female mini lights, or only coaxial mini lights?

Question 40 of 91

What is your preferred bulb orientation?

Question 41 of 91

What is your roofline spacing standard?

Question 42 of 91

What clips do you use most often?

Question 43 of 91

Do you outline Garage Doors or Windows? If yes, please tell us full details wether you staple, use hot glue, etc. Please explain the exact install methods you use. 

Question 44 of 91

Do you only use digital timers? If yes, are they pre-set ahead of time, or are installers setting them up in the field?

Question 45 of 91

What types of trees do you wrap most often? Whats your spacing? Please provide as much tree detail as possible.

Section 7. Crew Structure & Install Day Flow

Help us understand how your crews are structured and what a successful install day looks like.

Question 47 of 91

How are your crews typically structured? For example, do you use 2-man crews?

Question 48 of 91

Who is responsible for leading the job on site?

Question 49 of 91

What part of the install day tends to feel the most chaotic or inconsistent?

Question 50 of 91

What does a smooth, efficient install day look like in your company?

Question 51 of 91

Walk us through a typical install day from arrival to completion at a high level.

Question 52 of 91

What should installers do immediately upon arriving at a job site?

Question 53 of 91

Are installers required to take before and after photos? If so, what exactly should be documented?

Question 54 of 91

What must be completed before leaving every job?

Question 55 of 91

Who is responsible for the final walkthrough?

Question 56 of 91

What are the top 3 reasons you get callbacks?

Section 8 - Breaks, Behavior & On-Site Standards

Set the expectations for breaks, phone use, and jobsite behavior.

Question 58 of 91

How are lunch breaks handled in your company?

Question 59 of 91

Are crews allowed to leave the job site for lunch?

Question 60 of 91

How long should breaks be?

Question 61 of 91

What are your rules around phone use, distractions, and jobsite behavior?

Question 62 of 91

What should the finished job feel like from the customer’s perspective?

Question 63 of 91

What would make you proud of how your crew represented your company on a job?

Section 9 - Damage, Safety & Field Issues

Tell us how your team should handle damage, weather, safety, and other jobsite issues.

Question 65 of 91

If damage occurs at a job site, what is the exact process your team should follow?

Question 66 of 91

Should installers notify the customer right away, or contact management first?

Question 67 of 91

What weather conditions stop work, and who makes that decision?

Question 68 of 91

What are your most important safety expectations for installers?

Question 69 of 91

What marketing expectations, if any, do you have for installers in the field?

Section 10 - End of Day Routine

Walk us through how your team should close out each day.

Question 71 of 91

Walk us through your end-of-day routine step by step.

Question 72 of 91

What are your expectations for trucks, tools, materials, cleanup, and fueling at the end of the day?

Section 11 - Re-Install Process

This section is very important. Please give as much detail as possible so we can build this into your custom training.

Question 74 of 91

Walk us through your re-install process in as much detail as possible from start to finish. Please include everything you can think of, such as how crews know where each section goes, whether you use CompanyCam photos or videos, whether you use a physical map, printed layout, or notes in the CRM, how jobs, sections, bundles, and materials are labeled, how installers identify rooflines, peaks, ridges, bushes, garland, wreaths, tree wraps, or special zones, how timers are handled, how missing or damaged materials are handled, what the crew should do if something does not match or is confusing, and anything you want done exactly the same every time.

Question 75 of 91

What are the most common re-install issues your team runs into?

Question 76 of 91

What should installers check first on a re-install?

Section 12 - Takedown & Storage

Help us understand how you want materials removed, labeled, and stored for next season.

Question 78 of 91

Walk us through your takedown process step by step.

Question 79 of 91

How should jobs be labeled and stored for next season?

Question 80 of 91

What mistakes do you want installers to avoid during takedown?

Section 13 - New Hire Expectations & Final Notes

Use this final section to tell us anything else we should know when building your custom training.

Question 82 of 91

What do you want new hires to understand about your company on day one?

Question 83 of 91

What values, standards, or expectations should be emphasized immediately?

Question 84 of 91

What area of your operation do new installers tend to struggle with the most after they start?

Question 85 of 91

What process in your company needs the most consistency from crew to crew?

Question 86 of 91

What is one thing you wish every installer did your way without needing to be reminded?

Question 87 of 91

Is there anything else we should know about how your company operates, how you manage crews, or how you want new installers trained?

Question 88 of 91

Please share any additional details, processes, preferences, or expectations we should know when building your training program. Feel free to brain dump anything that hasn’t been covered above.

Question 89 of 91

Walk us through your morning routine step by step, from arrival to leaving the shop.

Question 90 of 91

Who loads the trucks, and what needs to be loaded every day?

Question 91 of 91

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