Saving the Items on the House: Water Heaters, Fans, Faucets, Doors and More
Why It Pays Off
The second visit to a house is where records pay off. If you know the water heater is a 50-gallon Rheem in the garage, the fan in the living room is a large Hunter, and the back door has a Schlage deadbolt, you bring the right part the first time.
What You Can Save
In HandymanBossPro each address can hold a list of items: water heater, garbage disposal, ceiling fan, light fixture, faucet, toilet, interior door, exterior door, door lock or deadbolt, smoke detector, mounted TV, deck, fence, gutters, dryer vent and HVAC filter. Each one can have a brand, model, serial, year installed, size, material, room and a note.
Shown on the Job
When a job is booked at that house, the items show up on the job and on the tech's phone, like "Ceiling Fan · Hunter · Large · Living Room". Change something on a job, such as a new faucet, and it flows back to the house.
Start Small
You don't need to inventory every house on day one. Add items as you work on them. After a year, your repeat customers' houses are documented without anyone ever sitting down to do it.
Items as Leads
A 14-year-old water heater, smoke detectors from 2009, a deck that hasn't been sealed in five years: the items list quietly tells you what each customer will need next.
Keep Reading
Next in this series: Customer History: Knowing What You Did at Every House, Every Time. Before that came Before and After Photos: Why Every Handyman Job Should Have Them. For the full picture, go back to the handyman software overview.
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