BLANK TEMPLATE AND INSTALLATION PREPARATION CHECKLIST
Countertop Fieldnotes — independent planning guidance
Your notes, not installer approval or a readiness certification.
Confirm requirements, responsibilities and timing with your chosen provider.
No prices, appointments or schedule are generated. Do not add personal details.

1. Check cabinets and supports
Stage: Before template
Ask the fabricator to check cabinet alignment, secure installation and support needs. Arrange any corrections before the final measure; this checklist cannot assess structural readiness.
Discuss with: Homeowner + fabricator / cabinet trade.
Status: ____________________
Role (not a person’s name): ____________________
Timing (optional; confirm with provider): ____________________

2. Have the exact fixtures ready
Stage: Before template
Confirm which sink, faucet and appliance models must be on site. Ask whether a farmhouse sink must already be fitted and who verifies all openings and clearances.
Discuss with: Homeowner + fabricator / relevant trade.
Status: ____________________
Role (not a person’s name): ____________________
Timing (optional; confirm with provider): ____________________

3. Review the layout decisions
Stage: At template
Arrange for a decision-maker to review seams, overhangs, sink position and cutouts with the templater. Confirm how later changes affect the approved layout.
Discuss with: Homeowner or builder + fabricator.
Status: ____________________
Role (not a person’s name): ____________________
Timing (optional; confirm with provider): ____________________

4. Confirm material and slab approval
Stage: Before fabrication
Ask what product or slab approval is needed before cutting, and how to record it. Confirm availability directly; a sample is not a promise of the installed appearance.
Discuss with: Homeowner + supplier / fabricator.
Status: ____________________
Role (not a person’s name): ____________________
Timing (optional; confirm with provider): ____________________

5. Agree on removal and trade work
Stage: Before installation
Confirm who removes and disposes of old tops and who disconnects and reconnects utilities. Use the appropriate trades and agree on the sequence before booking follow-on work.
Discuss with: Homeowner or builder + installer / relevant trades.
Status: ____________________
Role (not a person’s name): ____________________
Timing (optional; confirm with provider): ____________________

6. Clear the work area and access
Stage: Before installation
Ask what to empty above and below the counters. Agree on unloading access and protection of nearby finishes; keep people and pets outside the crew’s work area.
Discuss with: Homeowner or builder + installer.
Status: ____________________
Role (not a person’s name): ____________________
Timing (optional; confirm with provider): ____________________

7. Assign backsplash and finish work
Stage: Before installation
Confirm who handles the backsplash, wall caulking and any touch-ups. Check the written scope rather than assuming these tasks come with countertop installation.
Discuss with: Homeowner or builder + installer / finish trade.
Status: ____________________
Role (not a person’s name): ____________________
Timing (optional; confirm with provider): ____________________

8. Review care and return to use
Stage: After installation
Review the finished work and ask for material-specific care instructions. Confirm with the installer and relevant trades when reconnections and normal use are appropriate, and how to report concerns.
Discuss with: Homeowner + installer / relevant trades.
Status: ____________________
Role (not a person’s name): ____________________
Timing (optional; confirm with provider): ____________________

Preparation sources:
https://www.builderswarehouseokc.com/builders-tour
https://tntcountertops.com/clientexpectations
https://www.cambriausa.com/quartz-countertops/faq/installation
Provider requirements can differ. Source links do not imply affiliation.
Downloaded files are under your control; nothing is submitted by this checklist.