Anne BildThere’s no need to fret when there’s a process in place!
Window covering installation can be a stress-inducing task if you aren’t prepared; however, it can be a smooth and efficient process with the right approach and planning. In this article, I’ll walk you through a step-by-step plan for a successful installation day. Regardless of the product(s) you’re installing, this method works every time.
Pre-Installation Preparation
- Review the order: Before the installation day, thoroughly review the customer’s order. Ensure that you have the correct window measurements, materials and hardware.
- Gather tools and supplies: Make a checklist of all the tools and supplies you’ll need for the installation, including proper screws, brackets, the correct ladder size, measuring tape and a power drill.
- Inspect the product: Examine each treatment to ensure they’re free from defects and all necessary parts are included.
- Double-check the information: Confirm the address and phone number. Put their address in the GPS to get a sense of travel time and plan accordingly.
Communicate With the Customer
- Confirm the appointment: Call the customer to confirm the installation appointment, ensuring they’re aware of the date and time of your arrival. Ask for any special instructions such as parking requirements, gate codes or pet awareness.
- Clarify expectations: Discuss the installation process with the customer, explaining what they can expect during the installation, any preparation they need to do (e.g., moving furniture, removing existing treatments), and how long the installation will take.
Vehicle Organization
- Tidy up: Arrange your tools and supplies in an organized manner within your vehicle for easy access. Also, avoid damage during transportation by arranging heavy boxes at the bottom and lighter items at the top.
- Double-check inventory: Ensure that all required components for the installation are loaded in your vehicle, such as screws, extra brackets, tools, ladders and moving blankets.
Arrival at the Installation Site
- Punctuality: Arrive at the installation site on time. Punctuality establishes trust with the customer. If you’re going to be late, inform the customer ASAP. Don’t wait for the last moment; otherwise, you risk aggravating the situation.
- Greet the customer: Politely introduce yourself and communicate any potential changes in the installation plan. Have your moving blanket with you. It sends a positive message that you’re going to be careful inside their home.
Work Area Preparation
- Request your spot: Ask the homeowner for an area where you can put the products and tools without interfering with their routine. Lay down drop cloths or protective coverings to avoid damaging the customer’s floor or furnishings.
- Clear the work area: Remove any obstacles or furniture that might hinder the installation process.
- Prep the treatments: Open all boxes and place each treatment in their respective locations. This will help you determine if all products are on-site or if any changes need to be made.
Precise Measurement and Planning
- Measure the windows: Double-check the measurements of the windows to ensure that you have the correct treatment.
- Catalog the hardware: Confirm that you have the required number of brackets for each unit by the windows.
Installation Process
- Start with safety: Ensure that your ladder is stable and in close proximity to the installation target. Take necessary precautions when using power tools.
- Follow instructions: Refer to the manufacturer’s installation instructions in case you’re in doubt.
- Level and secure: Ensure that the coverings are level and securely fastened to the wall or window frame. Confirm that the brackets have been engaged on the headrails.
- Check functionality: Test the functionality of each unit as you go, such as opening and closing, and adjust as necessary.
Cleaning and Final Inspection
- Cleanup: Remove any debris, dust, or packaging materials from the installation site. A broom and dustpan or a portable vacuum are must-haves.
- Inspect for quality: Conduct a final inspection to ensure that the installation is flawless and the customer is satisfied. Return any furniture or items back to their original position.
Customer Demonstration and Sign-Off
- Customer walkthrough: Demonstrate to the customer how to operate the window coverings and ensure they’re comfortable with their new treatments.
- Obtain customer approval: Request the customer’s signature or verbal approval of the completed work. Collect any payments if instructed by the dealer.
Post-Installation Follow-Up
- Provide contact information: Give the customer your contact information in case they have any questions or issues after the installation or refer them to the dealer in charge of the project.
- Request feedback: Encourage the customer to provide feedback on the installation process, which can help improve your services.
Professional installers can ensure a stress-free windowcovering installation day by following this step-by-step guide. Effective communication, thorough preparation, precision in installation, and customer satisfaction are crucial elements in achieving a successful installation experience.
Roger Magalhaes is the founder of Trading Up Consulting, which provides installation training for window fashion professionals. Magalhaes has more than 15 years of experience as a professional window treatment installer in the Boston area. He is also the installation instructor for the Window Fashion Certified Professional FastTrack program and is the president of the Window Coverings Association of America.
