The Post-Job Quality Checklist Every Tech Should Run Before Leaving

Why a completion checklist matters

Techs are focused on the fix; the finishing details (cleanup, testing, explaining, asking for the review) are easy to skip when they’re tired and eyeing the next job. A checklist makes the standard consistent regardless of who’s on site — protecting your reputation and your first-time fix rate (FTFR).

The post-job completion checklist

1. Verify the work

Test that the repair/install actually works.
Check for anything else obvious that needs attention (and note it).
Confirm nothing was left incomplete.

2. Clean up

Remove all debris, old parts, and packaging.
Leave the area as clean as (or cleaner than) you found it.
Protect the customer’s property — no scuffs, no mess.

3. Walk the customer through it

Explain what you did in plain language.
Show them the result and how to use/maintain it.
Cover the warranty and what to do if anything comes up (warranty policy).

4. Handle the paperwork

Complete the invoice/work order and get sign-off (e-signature).
Collect payment or confirm terms.
Note anything for follow-up (a quote for additional work, a maintenance plan offer).

5. Ask for the review

“If you’re happy with the work, a quick Google review would mean a lot” — while satisfaction is highest.
Hand over a card with a QR code or send the request by text.

How to make it stick

Put it in your FSM or on a laminated card in every truck.
Make review-asking a required step, not optional.
Reinforce it in your daily huddle and coach on misses.
Tie it to your quality standard (communication SOP).

Automate the review step

The checklist ends with the review ask — but relying on every tech to do it perfectly every time is unrealistic. Tailwind automates the post-job review request by text and email, so even when a tech forgets, the ask still goes out at the right moment — see how it works.

End every job with a five-star experience. See how Tailwind works.