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Checklist3 min read
Job completion checklist
The difference between a job that's "done" and a job that's done and paid is the wrap-up. Run this checklist before you leave every site to protect yourself, impress the customer, and get paid faster.
Before you leave the site
- All work matches the approved scope (and any change orders)
- The work area is cleaned up and materials are removed
- Before-and-after photos are taken and saved to the job
- You've done a walkthrough with the customer
- The customer has signed off / confirmed they're satisfied
- Materials and parts used are recorded
- Any extra work was captured as an approved change order — not a surprise
Close out the paperwork
- Time on the job is logged
- Warranty or care instructions handed to the customer (if applicable)
- The invoice is prepared and sent — ideally before you pull out of the driveway
- Payment is collected or a clear due date is set
- A follow-up or recurring visit is scheduled if needed
Earn the next job
- Ask a happy customer for a review while the work is fresh
- Leave a card or mention other services you offer
- Note anything you spotted that may need attention later — and tell them
Put this into practice with Orbit Command
Capture every request, quote and schedule jobs, and get paid faster — all in one place built for service businesses.
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A clean, professional quote structure you can reuse for any job.
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