Recommended workflow
- 01
Read the whole work order
Confirm property, unit, contact rules, pets, alarms, entry permission, urgency, and approved scope before travel.
- 02
Acknowledge and schedule
Use the assigned workflow to confirm receipt and communicate the visit window through the authorized contact path.
- 03
Document what you found
Record the observed condition and diagnosis. Separate resident statements from your professional findings.
- 04
Stay within authorization
Pause and request approval when the scope, cost, safety risk, or cause differs materially from the work order.
- 05
Close with evidence
Add completion notes, time, materials, photos, remaining risk, warranty information, and any recommended follow-up.
Keep this checklist nearby
- Never mark work complete before testing
- Protect keys, codes, and resident information
- Report active hazards immediately
- Use factual notes without blame or speculation