Everything a tech needs on a first call, in the order they need it.
Before you leave the shop
Van stock checked against the job list
Customer called with an arrival window
Purchase order number written on the work order
On site
Boots on, drop cloth down, before anything else.
Photograph the nameplate — model and serial — before you touch it.
Anything over $400 is a quote, not a repair. Ring the office.
No heat with a child or anyone over 70 in the house is an urgent call, whatever the schedule says.
Before you leave
Walk the customer through what you did.
Close the job in Plyxl so the invoice can go out.
Note anything the next visit should know about.