Make This Useful
Job note to customer update
Capture the facts once, then use the selected section as your next step.
Finish as a customer update
We found __________ We completed __________ Next, we will __________
Free job-note worksheet
Capture what you found, what is done, what needs approval, and what happens next.
Use the worksheet
Ready now
Capture the facts once, then use the selected section as your next step.
Make This Useful
Capture the facts once, then use the selected section as your next step.
We found __________ We completed __________ Next, we will __________
Fill this in here, then print or save as PDF.
Continue with “Customer message” selected. Typed details do not carry into Ask.