LED CONTRACTOR ACADEMY | YOUR FIRST LED PROJECT PLAN
Free planning worksheet from Jeremy

CUSTOMER AND SCOPE
Customer / project: ______________________________
Town and travel time: ____________________________
Roofline sections requested: _____________________
Measured footage: ________________________________
Color / track preference: ________________________
Customer goal and desired completion date: _______

BEFORE YOU QUOTE
[ ] Document the roofline and access with photos.
[ ] Confirm measurements rather than quoting from appearance alone.
[ ] Identify difficult access, obstructions, and surfaces.
[ ] Confirm product compatibility and the manufacturer's installation requirements.
[ ] Confirm who handles any electrical work that requires a qualified professional.
[ ] Include labor, equipment access, materials, travel, and contingency in your estimate.
[ ] Put scope, exclusions, payment terms, and warranty responsibilities in writing.

BEFORE YOU ORDER
[ ] Check track color, light spacing, controllers, power supplies, connectors, and extensions.
[ ] Review design and power requirements against manufacturer documentation.
[ ] Confirm lead time, freight, returns, and replacement policies.
[ ] Confirm the customer has accepted the scope before committing to materials.

BEFORE YOU SCHEDULE
[ ] Confirm safe access equipment and trained crew availability.
[ ] Check weather and access conditions.
[ ] Confirm the customer's availability for system handoff.
[ ] Have a plan for photos, testing, app setup, and customer instructions.

CLOSEOUT
[ ] Test every installed section and customer-selected scene.
[ ] Walk the completed scope with the customer.
[ ] Provide product documentation and support contact details.
[ ] Record actual material and labor costs to improve the next quote.

This is a business planning worksheet, not a technical installation manual.
Follow manufacturer instructions and applicable requirements for every installation.
Jeremy / @moneyhomeservices
Supplier access: https://everlastingleds.com