Follow-Up Notes: Turning What the Tech Sees Into the Next Job
Techs See Everything
In a typical honey-do visit the tech sees half the house. A leaking trap, rotted trim, a wobbly railing.
Write It Down
The follow-up note on the checklist is for exactly this: "Railing on back steps loose, needs new posts."
The Office Quotes It
Follow-ups show on the job. The office can send an estimate the same afternoon.
Don't Hard-Sell
Customers appreciate being told what you saw. They don't appreciate pressure. Mention it, quote it, let them decide.
Safety Issues First
Anything that's a safety issue, such as a loose stair railing, should be mentioned to the customer in person before you leave.
Keep Reading
Next in this series: The Handyman Job Report: Showing the Customer What You Did. Before that came The Owner-Operator's Handyman App. For the full picture, go back to the handyman app overview.
Put the Whole Job on the Tech's Phone
Jobs in route order, task lists, hours, materials, photos and payment at completion. HandymanBossPro plans start at $59/month with a 14-day free trial.
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