The Customer Notes That Protect Our Technicians
One of the simplest ways we use Jobber is also one of the most important.
Customer notes and instructions on jobs.
We document things like:
- gate instructions and what side of the house the gate is on
- How many dogs they have
- dogs that need to be secured
- aggressive dog history
- property quirks
- access issues
- areas to avoid
- anything that could affect how the technician enters or completes the job
- If multiple people need to receive the "On The Way" message
That information matters a lot more once the owner isn’t the one servicing every property.
I’ve had situations where employees were put in unsafe environments because a customer didn’t properly secure a dog. I’ve also been bitten myself.
So I don’t want safety information living in someone’s memory or buried in a text thread.
If a technician is going to a property, they should be able to open the job and know what they’re walking into before they ever open the gate.
That protects the employee, the customer, and the business.
What do other owners document in customer notes that your team absolutely needs before arriving on site?