Great point about keeping safety information in the customer notes instead of relying on memory.
I’d also document any allergies or sensitivities in the household, especially if the service involves chemicals, fragrances, dust, or other products. I’d include any areas where products should not be used and whether children or pets need to stay away from the work area.
Those details can help the technician prepare before arriving and prevent avoidable problems once they’re on site.
That’s a good addition. We don’t deal with a lot of chemicals in our core service, but it absolutely applies when we’re using deodorizer or sanitizing products.
Documenting sensitivities, areas to avoid, and whether pets or kids need to stay clear makes a lot of sense.
It’s another reason I like having those details attached to the customer instead of relying on someone remembering a conversation from months ago.
