Customer home visit procedure
SOP template
| SOP no. | Version | Effective date | |||
|---|---|---|---|---|---|
| Owner | Approver | Review date |
Purpose
To give every customer the same professional experience in their home.
Scope
Every visit to a customer’s home or business, by every tradesperson.
Responsibilities
| Role | Responsibility |
|---|---|
| Tradesperson | Follows this procedure on every visit. |
| Office | Confirms bookings and tells customers about delays. |
Procedure
Confirm the booking
Confirm the day before, and message the customer if you are running late.
Arrive and introduce yourself
Arrive in uniform, show ID, and explain what you will do today.
Protect the home
Use drop sheets and shoe covers, and move furniture only with permission.
Explain changes before you make them
If you find extra work, explain it and the cost, and get approval before doing it.
Caution: Never start a variation without the customer’s approval in writing.
Clean up
Remove waste, vacuum dust and leave the area as you found it.
Hand over
Show the customer the finished work, explain any care or warranty, and ask for a review.
Records
- The job notes and photos.
- Any approved variation.
Related documents
- Job completion checklist
Revision history
| Version | Date | What changed | Approved by |
|---|---|---|---|
