In the Field · Part 4
Template: the job-site checklist, from the truck to the walk-through
One page per job, in the order the day runs: before leaving the yard, at the door, at the work area, during the work, at the end of the day, and at the walk-through. Every line traces to a lesson in this track; most of them are the difference between a job the customer recommends and one they remember for the wrong reason.
What the full lesson covers
- Print one per job; the completed sheet goes in the job folder with the photos.
- The "before leaving" block is where the permit, the one-call ticket, the contract copy, and the RRP pamphlet are confirmed; the day cannot recover from missing them.
- The "end of day" block is a text to the customer and a clean path, every day, on every multi-day job.
- The walk-through block is the punch list, the shutoff tour, the release, and the review ask.
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This is the public summary. The full lesson has the method, the worked cases, the checklists and the templates:
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More lessons in The Field: Method, Code, and Cases
- 1The diagnostic method: verify, isolate, cheapest test first, cause not symptom, the options ladder, document
- 2Permits: when one is required, what is exempt, pulling it online, the inspection sequence, what inspectors look for, and handling corrections
- 3Daily-use code: drainage slope, venting, water sizing, cleanouts, trap arms, and fixture units, with the section for each
- 4Gas piping in practice: sizing, CSST bonding, the pressure test, appliance connectors and shutoffs, sediment traps, and seismic shutoff valves
- 5Water heaters I: tank. Seismic strapping, the T&P discharge line, expansion tanks, sediment traps, pans, venting, and the garage rules
- 6Water heaters II: tankless and heat pump. Gas sizing, venting, condensate, the 2025 Energy Code direction, and where the gas-ban ordinances stand
- 7Sewer and drain I: the camera, the locator, hydro-jetting vs. cabling, and when each is the right tool
- 8Sewer and drain II: trenchless vs. open trench, whose lateral it is (it varies by city), backwater valves, and point-of-sale lateral ordinances
- 9Case: the hissing line. The meter test, the supply leak that fed the roots, the lateral to the city tap, and the contract and permit trail
- 10Leak detection: slab leaks, acoustic and pressure methods, thermal imaging, and repipe vs. reroute
- 11Low pressure: the PRV, galvanized pipe, and the sequence that finds which one it is
- 12Sewer gas: trap seals, trap primers, vents, and the sequence that finds the smell
- 13Water treatment: where softeners are restricted in California, filtration, pressure regulators, and thermal expansion
- 14Fixtures and conservation: CALGreen flow rates, SB 407 retrofit-on-alteration and disclosure-on-sale, 1.28 gpf, and the ADA basics a plumber needs
- 15Materials and methods: PEX vs. copper vs. CPVC, ABS vs. PVC (it is regional), cast iron, and the transitions that fail
- 16Commercial basics: grease interceptors, the backflow program, and the tester certification that opens a second line of work
- 17Cal/OSHA for a small shop: the IIPP every employer must have, heat illness prevention, trenching and the 5-foot permit, confined space, silica, and ladders
- 18Environmental rules: EPA lead-safe certification for any pre-1978 home, asbestos and transite pipe, and stormwater
- 19Job-site craft: sequencing with the other trades, protecting the home, and the punch list that ends the job
- 20Case: the water heater that failed inspection twice
- 21Case: the gas leak call. The protocol, and the walk-away
- 22Case: the "customer doesn't want a permit" job
- 23Template: the job-site checklist, from the truck to the walk-throughYou are here
- 24Template: the pre-inspection checklist by stage. Underground, rough, water heater final, gas, and trim
- 25Template: the Injury and Illness Prevention Program starter for a plumbing shop of one to five
- 26Template: the Heat Illness Prevention Plan for a plumbing shop, outdoor and indoor
- 27Template: the customer options sheet (good / better / best) with the cost band, the permit path, and the code trail on each rung