Client Walkthrough for Flooring

The Client Walkthrough workflow helps flooring contractors close out projects smoothly by guiding clients through a thorough review. It includes inspecting finishes, checking for defects, confirming material satisfaction, and addressing punch list items. Teams also document client approvals for accountability. By using this process, flooring companies reduce warranty claims, strengthen communication, and protect profitability. Clients benefit from transparency and reassurance that the work meets expectations. With this workflow in place, flooring contractors can improve professionalism, strengthen credibility, and deliver projects with reliable results and greater client trust.

Schedule walkthrough with client once project is near completion

Verify all work is complete or near completion prior to meeting

Clean and prepare the job site for presentation

Bring plans, scope of work, and any change orders for reference

Walk the site with the client and review all key areas

Explain systems, finishes, or features as needed

Address any client questions or concerns on the spot

Create a punch list of any final touch-ups or corrections

Agree on punch list scope and timeline for completion

Have client sign off on punch list if applicable

Provide warranties, manuals, or care instructions

Confirm client satisfaction and explain next steps for closeout

Thank client and request referral or review, if appropriate

Log walkthrough notes and archive for project records