This practical home service job checklist guides technicians through the entire visit from arrival to closeout. It covers customer introduction and walkthrough, documenting preexisting damage, taking before and after photos, confirming satisfaction, and reporting any issues. It details payment in Square, invoicing steps, and updating the opportunity in the CRM. An equipment section audits ladders, waterfed poles, pressure washers, and hoses. Post-job tasks include signage, door hangers, and notifying the next appointment.
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