Practical example
A job to walk through
For a washing-machine repair, keep the reported fault, safely supplied model details and diagnosis together. Separate the attendance or diagnosis charge from the customer-approved parts-and-repair offer.
Illustrative example. Adapt the brief to your own job and agreed responsibilities.
Bring these scope details
- Appliance type, model details and the reported symptom
- Diagnostic attendance terms and what remains subject to inspection
- Approved parts, repair labour and return-visit arrangements
Retain diagnosis notes, the approved repair, parts references and the stated outcome. Record an unresolved fault or a declined repair rather than marking every attendance as fixed.
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