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Templating & installation / Practical guide

The installation packet should describe the job leaving the shop

Give the crew the approved current record, complete part identification and a clear contact for questions.

Editorial Desk
The starting point

Give the crew the approved current record, complete part identification and a clear contact for questions.

An installation crew needs the record that matches the parts being dispatched. A drawing from an earlier sales conversation may be familiar, but familiarity is not enough. The release process should connect the approved job information to the actual package leaving the shop.

Confirm the package

Include the current approved drawing, part identifiers, relevant finish and layout references, delivery scope and the job contacts. Record any agreed follow-up work or items supplied by others. Have the responsible production person confirm the shop’s inspection and release requirements before dispatch.

Check that smaller components belong to the same job and are accounted for. Keep site-access and scheduling information separate from technical instructions, but make both easy for the crew to find. Establish who can resolve an unexpected question when the crew is on site.

Preserve field feedback

After the visit, record completion status and any unresolved issue against the same job identifier. Attach relevant notes through the agreed process so the office and production team can understand what happened without reconstructing it from memory.

Digital templating is one part of the information chain described by Prodim’s stone resources. The installation packet closes that chain around the approved work. It does not replace qualified installation procedures; it makes sure the people performing the work receive the current, complete information the shop intended them to use.

Source & further reading

Manufacturer documentation

More templating and installation notes

Product records for this article

  • Proliner — sources, check date and demonstration questions
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About this article

Original editorial planning guidance. The linked manufacturer resource supplies relevant product or training context; it is not an endorsement of this article or a substitute for machine-specific instructions.

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