---
title: "What should I note about each home? | LocoTap"
description: "What you’ll need to know next time, before you knock. Only the last visit noted: 5 things to find out again next time."
url: "https://locotap.com/learn/home-notes"
---

# 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

**Home profiles** Each home's equipment, shut-offs and way in, kept for the next visit [About it](https://locotap.com/tools/home-profile) [Start free](https://locotap.com/sign-in?back=%2Fapp%2Flearn%2Fhome-notes)

## 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.

Next · After the job: [What is one customer worth?](https://locotap.com/learn/repeat-customer)