Job handoff checklist when another tech takes over
Handoffs go wrong when the next person has to ask the customer everything again.
- Write down what was found. Summarize the problem and what has been checked.
- List what was done. Include parts used, parts ordered and work finished.
- Say what is left. Spell out the next steps and any safety concerns.
- Attach photos and notes. Put them where the next tech will see them on the job.
- Tell the customer who is coming. Give the new tech's name and the expected time.
Common questions
Who writes the handoff?
The tech leaving the job, before they leave.
How detailed should it be?
Detailed enough that someone new could start without calling you.
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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