Daily startup checklist for field techs
Five minutes at the start of the day saves a return trip later.
- Review today's jobs. Read each job's notes and the customer's history.
- Check the truck stock against the jobs. Make sure the likely parts and tools are on board.
- Confirm the first appointment. A quick message or call avoids a wasted trip.
- Charge and pack devices. Phone, meter, light and any battery tools.
- Plan the route. Order stops to cut drive time, keeping appointment windows in mind.
Common questions
How long should this take?
Aim for about five to ten minutes once it is a habit.
Who should own the checklist?
The office manager or lead tech can keep it, and each tech runs it.
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