Great list. A few we've added over time: where to park (some HOAs will ticket a work truck), the location of water and power shut-offs, and any known hazards like wasp nests, loose deck boards or buried lines near the work area.
Photos help too. A quick shot of the gate or side entrance saves a new tech from wandering around the property guessing.
The bigger challenge is keeping notes current. We ask techs to update them on the spot if anything's changed, like a new dog. Old info can be just as risky as no info.
That’s a really good point about stale notes.
We’ve focused a lot on getting information into the account, but keeping it current matters just as much. A new dog, changed gate, construction, parking restriction, or access issue can make an old note misleading fast.
I like the idea of techs updating those details from the field while they’re fresh.
The photo piece is smart too. We have photos in their customer notes of where the gate is, what the house looks like etc so any technician knows what they're running into.
