Morning: confirm readiness
Review the first appointments, missing assignments, unpaid bookings, access notes, issue photos, parts needs, and travel gaps before the day starts.
- Every visit has an owner
- Customer and property details are complete
- Payment requirements are met
- Technicians can see the work
- Customers know the arrival window
Midday: protect the remaining day
Check visits running late, urgent requests, jobs awaiting customer approval, and technicians with unexpected capacity. Move work only after considering the customer and travel impact.
Before completion: check the record
Require useful work notes, completion photos where appropriate, final quote approval, payment status, and customer care instructions before closing the visit.
End of day: prepare tomorrow
Resolve incomplete visits, review failed payments and open support requests, confirm tomorrow’s early appointments, and identify work that still needs assignment.