Where the promise gets lost
Whoever sold the job knows what the customer cares about. Whoever does the job often gets an address and a date. The gap between those two is where callbacks and refunds come from.
What the handoff must carry
- The scope. What is included, and what is not.
- The promises. A date, a price, a specific thing you agreed to do.
- The site. Access, parking, pets, anything that will slow the crew down.
- The person. Who to talk to, how they like to be reached and what they are worried about.
One page, every time
Use the same sheet for every job and fill it in before the job is scheduled, not on the morning it starts. If a line is blank, someone asks the customer now instead of guessing later.
Even if you do both jobs
If you sell the work and do the work, the handoff is from you today to you in three weeks. You will not remember. Write it down anyway.
How Venture IQ helps
Venture IQ keeps the conversation, the scope and the promises attached to the job in one place, so nothing depends on who remembers. Messages to the customer are drafted for your approval. See job updates everyone can follow.
On your last job, what detail did the crew find out on arrival?