A quick checklist before leaving site.
You’ve gotten where you are because you like things done a certain way. How you leave a customer site is their final and lasting impression. This neat little tool is an internal checklist of all the things you’d like done before your staff leave site.
This tool allows you to create a foundation of behaviour that is “the way we work”, whilst also gathering good information about future opportunities at each site. It is not designed for customer communication.
Tired of staff forgetting their tools (or worse – yours!)?
Diligent tradespeople look for other opportunities at a site, but not everyone is a good salesperson. You can then use this information to increase the value of your customers in a way that is not confronting for your staff.
Attaching an Automation task to this Form can highlight your opportunities without needing to review each job. If this sounds awesome, and you’d like more information about how you can get this, feel free to contact the team at Simplifi.
