Pre-job confirmation checklist for contractors
Most wasted trips come from small things nobody confirmed.
- Confirm the time window. Make sure someone will be there to let you in.
- Confirm the address and access. Gate codes, parking and pets all matter.
- Confirm the scope. Repeat what you are there to do.
- Confirm payment terms. Remind them of the amount and how you will take payment.
- Confirm the tech and what to expect. Share the tech's name and any prep the customer should do.
Common questions
How far ahead should I confirm?
The day before works for most jobs.
What if the customer does not reply?
Call once more, then follow your no-show policy.
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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