FIELDFOLIO
New garage door install
- Opening measured
- Tracks set
- Panels hung
- Springs set
- Balanced
- Opener & sensors
Pick the job you are on. Run down the steps. Print this page for the truck. In the app, pick garage Door as your trade and these jobs load as your checklist, next to your before, during and after photos.
New install
Opener install (new)
- Rail assembled
- Opener mounted
- Force set
- Sensors aligned
- Remotes paired
- Safety reverse tested
Replace / 1-for-1 swap
Opener replace
- Door balanced
- Opener mounted
- Force set
- Sensors aligned
- Remotes paired
- Safety reverse tested
Garage door replace
- Old door removed
- Tracks checked
- New door set
- Springs
- Balanced
- Opener reconnected
Panel replace
- Door supported
- Bad panel removed
- New panel set
- Hardware
- Operate test
- Cleanup
Repair / service call
Spring / cable repair
- Door supported
- Springs / cables
- Tracks checked
- Balance verified
- Lube
- Operate demo
Off-track door repair
- Door secured
- Tracks straightened
- Rollers set
- Balanced
- Tested
- Customer shown
Door won't close / sensor issue
- Sensors checked
- Aligned / rewired
- Limits set
- Safety reverse tested
- Tested
- Customer shown
Renovation / remodel
Garage conversion / door upgrade
- Plan confirmed
- Opening changes
- New door / insulated
- Opener
- Weatherseal
- Walkthrough
Inspect / maintain
Tune-up / safety check
- Balance checked
- Hardware tightened
- Lubricated
- Sensors / reverse tested
- Photos
- Report
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms and Conditions.