How to leave a customer handout after an install
Customers forget verbal instructions. A short written handout reduces callbacks and shows professionalism.
- Name what was installed. Brand, model and location in the home.
- Explain basic care. Simple do and do-not points in plain language.
- List what to watch for. Signs that mean it is time to call.
- Include warranty basics. Duration and how to start a claim, as written in your own policy.
- Add your contact details. Phone, hours and how to reach you after hours.
Common questions
How long should it be?
One page. Customers will read a page; they will not read five.
Should I include photos?
Yes, a labeled photo of shutoffs or controls is very helpful.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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