StructTech · Pre-Job Material Checklist ·
Back to Resources
Print / Save as PDF
PRE-JOB MATERIAL CHECKLIST
Complete before every job. Never pull onto a site unprepared again.
STRUCTTECH
structtek.com
Job / Client Name
Job Address
Start Date
Foreman / Lead
Trade
HVAC
Roofing
Electrical
Plumbing
Concrete / Flatwork
General / Custom
Job Type
Estimated Hours on Site
HVAC
Roofing
Electrical
Plumbing
Concrete
Custom / General
EQUIPMENT & UNITS
Check when confirmed loaded on truck
Condenser / outdoor unit
Confirm tonnage matches job specs before loading
Unit: ___
Air handler / furnace / evaporator coil
Match to condenser — no mismatched SEER ratings
Unit: ___
Thermostat (smart or standard per quote)
Confirm compatibility with system type
Disconnect box
Condensate pump / drain line kit
REFRIGERANT & CHEMICALS
Check quantities vs. job scope
Refrigerant (R-410A or R-454B per system)
Quantity: ___ lbs — verify tech has EPA 608 cert
Nitrogen for pressure testing
Leak sealant / UV dye
Coil cleaner
LINE SET, ELECTRICAL & CONNECTIONS
Lineset — copper (pre-charged or roll)
Length: ___ ft · Size: ___ / ___ inch
Low-voltage thermostat wire (18/5 or 18/8)
Electrical whip / flex connector
Breakers for load center
Confirm amperage requirement with equipment spec sheet
Lineset insulation / armaflex
TOOLS & EQUIPMENT ON TRUCK
Manifold gauge set + hoses
Vacuum pump (with fresh oil)
Leak detector (electronic)
Multimeter + clamp meter
Drill + hole saw set
Pipe bender / tube cutter + flaring tool
Torque wrench (for flare fittings)
Pad + mounting hardware for condenser
MATERIALS
Match to job quote before loading
Shingles (confirmed color + qty in squares)
Squares: ___ · Color: ___________
Underlayment (synthetic or felt)
Rolls: ___
Ice & water shield
Ridge cap / hip shingles
Drip edge (color matches or per spec)
Flashing — step, counter, valley
Vents (ridge, soffit, box) per attic calc
Roofing nails (coil or stick — confirm gun type)
Roof deck / OSB for decking replacement
Sheets: ___ (add 10% for waste)
SAFETY & TOOLS
Fall protection — harness, lanyard, anchor
Required for slopes 4:12 or greater
Roof brackets + planks for staging
Coil nailer (charged, extra coils)
Shingle cutter / hook blades (fresh)
Chalk line + squares
Pry bars + flatbar for tear-off
Dumpster / haul container scheduled & on site
Tarp for weather protection (in case of delay)
SITE & PERMITS
Permit pulled and posted (if required)
HOA / neighborhood approval (if applicable)
Property walkthrough — note existing damage before tear-off
Photo documentation recommended
MATERIALS & SUPPLIES
Wire / conductor (type + gauge + quantity)
Type: ___ · Gauge: ___ AWG · Feet: ___
Breakers (correct amperage + brand for panel)
Outlets, switches, covers (quantity + type)
GFCI / AFCI outlets and breakers as required
Kitchen, bath, garage, outdoor — required by NEC
Junction boxes, work boxes, covers
Conduit (EMT, flex, PVC) + fittings
Wire connectors, wire nuts, tape
Panel / subpanel (if service or panel work)
TOOLS & TEST EQUIPMENT
Multimeter (calibrated, fresh batteries)
Non-contact voltage tester
Wire stripper / crimper
Fish tape / conduit snake
Hole saw set (wood + metal)
GFCI tester
Circuit breaker finder
PERMITS & CODE
Permit pulled — number: ___________
Code compliance reviewed (NEC + local amendments)
Inspection scheduled (rough-in before close-up)
PIPES, FITTINGS & SUPPLIES
Pipe (type + diameter + length)
Type: PEX / CPVC / Copper / PVC · Size: ___ · Feet: ___
Fittings (elbows, tees, couplings) — match pipe type
Valves — shut-off, ball, angle (sizes: ___)
Fixture (if replacing) — confirmed with client
Wax ring, bolts, supply lines (toilet work)
P-trap, drain components (sink/shower work)
Teflon tape, pipe dope / sealant
PEX expansion rings / cinch clamps + tool
Flux, solder + torch (for copper)
Water heater anode rod (if water heater job)
TOOLS
Pipe cutter (tubing cutter + reciprocating saw)
Pipe wrench set (multiple sizes)
PEX expansion / crimp tool
Drain snake / auger
Leak detection spray
Pressure gauge for testing
Bucket + wet/dry shop vac
MATERIALS
Concrete / ready-mix ordered — cubic yards: ___
Confirm delivery time + access route with driver
Rebar or wire mesh (confirm spacing requirement)
Rebar chairs / mesh supports
Expansion joint material (fiber board)
Form boards + stakes
Curing compound or plastic sheeting
Release agent (if using forms)
Color/pigment/stain additive (if specified)
TOOLS & EQUIPMENT
Screeds (bull float + hand float + fresno)
Concrete vibrator (rental or owned)
Edging tool + groover / jointing tool
Wheelbarrows + rakes + shovels
Laser level or transit level
Cut-off saw + blades (for joints)
Water hose / access to water on site
SITE PREP
Sub-base compacted and graded
Forms set and leveled (confirm elevation)
Drainage / slope verified (min. 2% grade away from structure)
Permit inspected (pre-pour inspection if required)
GENERAL JOB PREPARATION
Customize for your trade below
All materials confirmed loaded on truck/van
All tools confirmed on truck/van
Permit pulled (if required)
Client contacted — arrival time confirmed
Access confirmed (gate code, key, lockbox)
Job binder / signed estimate on truck
Safety equipment loaded (PPE, first aid, cones)
+ Add Item
UNIVERSAL — EVERY JOB, EVERY TIME
Signed estimate / contract on truck (digital or paper)
Emergency contact number for client confirmed
Crew briefed on scope before arrival
Everyone knows what they're doing before the truck door opens
Site access confirmed — gate codes, parking, lockbox
PPE loaded — gloves, glasses, boots, hard hat
First aid kit on truck
Camera / phone charged (for pre/post job photos)
Change order forms loaded
Don't do unpaid work — have the paperwork ready
Pre-Job Notes / Special Conditions
Missing Items / Outstanding Before Job Can Start
FOREMAN / LEAD SIGN-OFF
Signature — I confirm all items above checked prior to dispatch
Printed Name
Sign-Off Date/Time
OWNER / DISPATCHER CONFIRM
Optional — Owner confirmation before truck rolls
Printed Name
Confirmed