How to write job notes the next tech can use
Good notes turn a repeat visit into a quick one. Poor notes mean another guessing game.
- Say what you found. Describe the problem and the condition of the equipment.
- Say what you did. List the work, the parts used and any settings changed.
- Say what is left. Note anything unfinished and why.
- Add photos. Take photos of labels, model numbers and the finished work.
- Write it before you leave. Notes written later lose detail.
Common questions
How long should notes be?
A few clear lines usually beat a long paragraph.
Who reads them?
The next tech, the office when answering questions, and you if a customer disputes something.
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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