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Complete the Checklist and Add Notes

Updated

Checklist:

  1. Scroll to Checklist.
  2. Tap the box for each task you did, for example brushing or emptying baskets.
  3. Leave the box empty for any task you did not do. This tells the office it was skipped.
  4. If a task shows Upload Photo, tap it and take the photo. The office made a photo required for that task.
The Checklist section with some boxes ticked and one item showing Upload Photo.

Comments to the client:

  1. Scroll to Final Step.
  2. Tap the comment box (Enter visit comments to the client…) and type your comment.
  3. To save time, tap the green + next to the box and pick one or more ready-made comments.
  4. To clear the box, tap the red X and tap Yes.
The Final Step section with a comment typed, the green + and red X buttons, and the Photo and Video buttons.

Note: The client sees these comments in their visit report. Keep them short and friendly.

Notes for the next technician: if you see a pencil next to Notes at the top of the stop, tap it to update the property notes, for example a new gate code.