Guide
Keep a multi-day job clear between visits
The handoff between visits is often where a project becomes unclear. A useful record explains what happened, what remains and who needs to act next.
Watch for
What to watch for.
- Tomorrow’s person does not know where yesterday ended.
- A rescheduled visit is mistaken for completed work.
- The client hears a date without knowing what depends on it.
The routine
A practical routine.
Break the scope into understandable stages
Use stages that correspond to real work, such as preparation, installation and finishing. Describe the result each stage should produce.
Give the next visit an owner
Assign the people and planned time. Add the location and instructions. Keep a reason when a visit moves so the next person understands the plan.
Leave a short handoff
Record completed work, outstanding work and blockers. Add a relevant photo when it clarifies the state; a camera roll alone is not a handoff.
Adjust the remaining plan
Use the current job state to plan the next visit. Missing time records should not prevent a reasoned scheduling decision, but they do limit conclusions about actual labour.
Using this guide
Common questions
For installations, painting, repairs and other jobs that span more than one visit. No route optimizer or complex scheduling model is required for this routine.
What should a handoff say?
State what is complete, what remains, what is blocking progress and the next action. Include who needs to decide when a client or supplier response is required.
Related
Keep the next part connected.
Start with your next job.
See how the project record fits your business, then choose a plan.