Service visit close-out

Before you begin

• Finish the agreed work and remove tools, waste, and unused materials.
• Open the correct job record on your phone or work device.
• Have the customer’s requested completion standard available.

Steps

1. Check the work area

   Walk through the full area. Compare the result with the job notes and correct anything that was missed.

   Record: Any correction made
2. Take clear completion photos

   Take one wide photo and any close-ups needed to show the finished work. Retake blurred or dark images.

   Record: Photos attached to the job
3. Note exceptions

   Write down damage, incomplete work, access problems, or customer requests. Use plain facts and avoid guessing.

   Record: Exception and next action
4. Update the customer

   Confirm that the visit is complete. If follow-up is needed, explain what will happen next and who owns it.

   Record: Update sent or given
5. Close the job

   Review the record for missing notes or photos, add the finish time, and mark the visit complete.

   Record: Completion time and name

Training checklist / sign-off

A supervisor can confirm that the team member:

• □ checks the entire work area
• □ takes useful completion photos
• □ records exceptions clearly
• □ gives the customer a clear update
• □ completes the job record before leaving