Post-Job Cleanup & Follow-Up

Purpose

Ensure every service call ends with a clean job site, proper follow-up, and positive final impression.

When to Use

• After payment collected, before leaving

Procedure

1. Cleanup

Remove ALL materials, debris, packaging, old parts from customer property

Wipe down surfaces touched or dirtied during work

Vacuum or sweep if dust/debris created

Remove drop cloths and shoe covers

Check path from work area to front door — leave no trace

Take old equipment with you unless customer wants to keep it

2. Final Walkthrough

Walk customer through completed work one final time

Show the area is clean and restored

Point out main shutoff valve location

Provide maintenance recommendations

3. Follow-Up Items

If follow-up needed (return visit, parts order, inspection), set expectation: what and when

Create follow-up task in ServiceTitan

Help customer coordinate return visits before leaving

4. Leave-Behind Materials

Leave Spartan marketing materials (membership info, referral cards)

Leave business card if customer is a referral source

Note interest in other services in ServiceTitan for sales follow-up

5. Post-Job Documentation

Finalize all ServiceTitan notes and photos before driving away

Post job completion in Slack job channel

Note concerns, follow-ups, or potential future work

Update dispatch on availability

Important Notes

• Clean job site is the last thing customer remembers
• Old parts in customer trash is NOT cleanup — take them with you
• If you promised follow-up, make it happen
• Time between jobs is for truck cleaning and restocking

Related SOPs

• Payment Collection & Closeout — step before cleanup
• Photo Documentation Requirements — final photos
• Customer Callback & Follow-Up Standards — follow-up expectations