BossHours

Follow-up after an install: what to send and when

A call a few days after the job shows care and catches small issues early.

  1. Day of the job. Send the summary and a thank you.
  2. A few days later. Ask whether everything is working as expected.
  3. Fix issues quickly. Schedule the return visit and keep the customer informed.
  4. Ask for a review. Only after the customer is happy, and only if they are willing.
  5. Note service reminders. Record when maintenance may be due.

Common questions

Is this too pushy?

Keep it short and optional.

Who should make the call?

Whoever the customer knows best.

See also the contractor guides and free tools.

General information, not legal or financial advice. Verify with your attorney or accountant.

Try BossHours free for 14 days

Field Hours $149, Office Hours $379 and After Hours $499 a month. Unlimited users on every plan, no setup fee, month to month, 14-day free trial.

Start your free trial
Follow-up after an install: what to send and when