Make one planning list
Separate an invitation awaiting your bid from assigned work and your own customer jobs. Record the job reference, scope and status so the team knows what is committed.
- Identify jobs awaiting approval or a customer response.
- Keep outside-customer records in your vendor workspace.
- Connect assigned UnitSquad work to its supplied job reference.
Assign a realistic window
Use technician availability and existing commitments to plan the service window. Record materials or dependencies that could affect the appointment.
- Check capacity and time off before adding work.
- Keep recurring work visible alongside one-time jobs.
- Update the ETA when the plan changes.
Leave a useful handoff
At completion, save notes, relevant documents and the next action. A clear update reduces the need to reconstruct the job from separate messages.
- Record completed work and outstanding follow-up separately.
- Return required completion evidence through the assigned workflow.
- Keep invoice and warranty references with the job history.
Keep the useful details together.
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