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Field guides for the service office, newest at the top.
All field guides
Travel charge types: divide minutes by 60
Learn the hourly rule that divides travel minutes by 60, plus mileage and fixed charge types, and when a required premises return is paid time.
· 12 min read
Record 7 hour fields before you approve today's time
Read the seven hour fields a wage record must hold, then check each one on the time card before you approve today's hours.
· 12 min read
Quote expiry across 4 systems before a text
Enter an expiry above 0, then check the unit, the status word, and the expiry day before you text. Covers Housecall Pro, Stripe, Zoho, and Dynamics 365 Sales.
· 11 min read
Check 4 leave counts before you approve time off
Check four leave counts before approving time off: hours, months employed, worksite headcount within 75 miles, and the 12-workweek cap.
· 10 min read
Recover refrigerant before scrap: 90 or 80 percent
Confirm the compressor, then use the 90 percent or 80 percent small-appliance recovery line, and follow the federal venting ban and Wisconsin salvage rules.
· 11 min read
Overhead line checks: 8 items before dispatch
Confirm eight dispatch checks before work near overhead lines, including retailer isolation under 0.5 m, ladder rails, barriers, and a utility call.
· 13 min read
Check fit factor 100 before a half mask is used
See the US fit factor of 100 for a half mask, the 500 full-facepiece figure, the 5-minute wear, and yearly repeat rules before a tech is sent in.
· 11 min read
Postal address on a marketing message: 4 lines
Check four lines on the next marketing message: a real postal address, an advertisement line, a true subject line, and an opt-out clock.
· 10 min read
Portable ladder rails: 3 feet above the landing
Portable ladders to an upper landing need side rails at least 3 feet above it. Keep the US, Canadian, and New Zealand checks with their own sources.
· 11 min read
Lockout checks before equipment is opened: 6
Six practical lockout checks for small shops: notify, shut down, lock, verify, one lock each, and who removes it. Based on cited safety pages.
· 10 min read
Job injury log entry within 7 calendar days
Enter a recordable job injury on the log within 7 calendar days of receiving the information, then check the 5 outcomes and the 10-employee rule.
· 12 min read
Carbon monoxide: 4 lines to read before you answer
Read the four carbon monoxide lines from EPA, HSE, CCOHS, and WorkSafeBC pages before you tell a customer the air is fine.
· 11 min read
Asbestos pipe amount: the 260-foot federal line
Check the federal 260-foot pipe line or the 160-square-foot line, plus the 10-working-day notice, before stripping starts.
· 10 min read
Six stop words to check before a customer text
Six stop words to check before a customer text, plus the 8 a.m. to 9 p.m. home-call window and the rule that a text can count as a call.
· 10 min read
Refrigerant invoice log: 4 fields at 50 pounds
Write the refrigerant amount on a 4-field invoice line for appliances of 50 pounds or more, plus the owner log and leak clocks.
· 10 min read
Lead pamphlet checks before an older-home visit: 4 steps
Check the year built, paid-firm certification, the lead pamphlet, and a written acknowledgment or mailing certificate before an older-home visit.
· 10 min read
Set a job priority before dispatch: 3 fields
Fill 3 fields before dispatch: the job, the priority number or word your own board already shows, and the source of that label.
· 9 min read
In-home sale cancellation: 3 fields to check
Check an in-home sale's amount, visit type and cancellation copies with a three-field worksheet, repair exception guidance and deadlines.
· 10 min read
Home estimate 3-day cancel notice before signing
Add the federal three-business-day cancel notice to a home estimate before signing, plus California's $25, $750, and five-day senior lines.
· 10 min read
Enter 3 fields on each equipment estimate line item
Fill the quantity, unit cost, and unit price on an equipment estimate line item before sending it to the customer for approval.
· 11 min read
Work order statuses: 6 words to check at dispatch
Check six Dynamics 365 work order statuses, compare ServiceTitan and Housecall Pro terms, and copy a status card for today's dispatch board.
· 12 min read
Move a booked visit: 3 rules and 6 fields
Check 3 rules before a booked visit moves, then fill 6 fields: invoice status, a manual confirmation, and any time or staff notice.
· 10 min read
Customer arrival updates: 4 messages and owners
Plan customer updates for booking, travel, schedule changes, and completion, with documented tool examples and a worksheet for triggers and owners.
· 12 min read
Field Service Work Order Checklist for Dispatch Handoffs
Build a blank dispatch handoff checklist and incomplete-visit record. Separate work-order status from appointment status using documented workflows.
· 13 min read