Technician daily checklist

Start of day

• Review today's jobs, scope notes and photos in the app
• Confirm materials for every job are loaded and match the material list
• Vehicle walk-around: tires, lights, ladder rack, fluids
• Clean uniform, badge, shoe covers and drop cloths on board

Before you arrive

• Send the "On my way" text 20 to 30 minutes before arrival
• Re-read the job scope and customer notes (gate codes, pets, parking)

At the door

• Introduce yourself by name and confirm the customer's name
• Walk the scope with the customer and confirm every line item before starting
• Lay drop cloths from the entry to the work area
• Take "before" photos of every work area; photograph anything already damaged

Every job, before you leave

• Job timer started at the property and stopped at the end
• Checklist for the job type completed
• "After" photos from the same angles as the "before" photos
• Work area cleaned: vacuumed, wiped, debris hauled away
• Walkthrough with the customer, line by line; anything outside scope offered as an estimate, never pushed
• Customer signature captured (no one home: record a video walkthrough and note it)
• Review request sent

End of day

• Every job closed out: timer, photos, checklist, signature
• Receipts for materials attached to the right job, same day
• Van restocked for tomorrow
• Daily summary sent to the office