What should I note about each home?
What you’ll need to know next time, before you knock.
- For
- Keep each home’s kit, quirks and history, so the next visit starts ready.
- When
- Before you leave every home
Try it
Only the last visit noted: 5 things to find out again next time.
Each note kept is one thing you don’t have to find out again.
Write it down before you leave, while you know it.
Worked out
| Note | Without it, you ask |
|---|---|
| Equipment and serials | What model is the furnace? |
| Filter size | Which filter does it take? |
| Shut-offs | Where is the water shut-off? |
| Way in | How do I get in if no one is home? |
| Pets and parking | Is the dog loose in the yard? |
| Last visit | What did we do last time? |
Easy to get wrong
- Notes in your head, gone when you’re away.
- A model number with no serial.
- No note of what you told them to fix.
- A new hire sent in blind.
The tool for it
Questions
Should the customer see the notes?
Some, like the kit and its dates. Keep the way in to your team.
How do I keep door codes safe?
Only those who need them see them; delete them when the work ends.
What if they move?
The notes stay with the home, so the next owner gets a ready visit.
Do notes help me sell work?
Yes: an old boiler noted today is a quote next year.
How long do I keep them?
As long as you work there; delete them if the owner asks.
What about photos?
One of each piece of kit and its nameplate saves the most time.
When do I update them?
At every visit, before you drive away.