Access Notes: Lockbox Codes, Gate Codes, Pets and Parking
The Most Common Phone Call
"What's the gate code?" is the call a handyman office gets most. Access notes on the job end it.
What to Note
- Lockbox and gate codes.
- Pets and how to handle them.
- Where to park.
- Which door to use.
- Alarm instructions if the customer allows.
Keep Them Current
Codes change. When a customer or manager says a code changed, update the address notes the same day.
Vacant Rentals
For make-readies, the lockbox code is the job. Without it, the tech sits in the driveway.
Privacy
Access notes are visible only to your team, never to other customers.
Keep Reading
Next in this series: Past Notes: What the Last Tech Saw at This House. Before that came Taking Before and After Photos in the Handyman App. For the full picture, go back to the handyman app overview.
Put the Whole Job on the Tech's Phone
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