FIELD CLOSEOUT

The truck leaving the driveway is not the same thing as the workflow being done.

A simple, reusable operating tool for teams that want clearer handoffs and less status chasing.

Use this on one real workflow

The Checklist

Diagnosis documented
Work performed documented
Equipment/model/serial captured when relevant
Photos/measurements attached where useful
Parts used / parts needed recorded
Customer approval/disposition captured
Warranty/maintenance-plan implications noted
Return visit created if required
Invoice-ready status confirmed
Next customer communication assigned if unresolved

Design notes

Keep It Honest

Closeout fields should match billing, warranty, callback, and parts workflows.
Do not require essay-length technician notes if structured fields can carry the information.
Make incomplete closeout visible before the call disappears into yesterday’s schedule.

How to use it

Do not complete this from memory in a conference room. Pull up one active or recently completed record and test the checklist against what actually happened. Any item that repeatedly needs a text, a side spreadsheet, or an owner stepping in is a candidate for workflow redesign.