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Your first job sets the tone
The first assigned booking is the one that turns nerves into a routine. You are doing the work your provider won for you, and how this visit goes shapes both your first rating and how readily you get picked for the next one. The aim is not to be perfect — it is to be prepared, calm, and clear, so the customer feels they are in good hands from the moment you arrive.
This checklist walks the whole arc of a job — before you leave, while you are on site, and after you finish — plus a short list of the few things that most commonly trip up new servicers. Run through it before your first booking and it will quickly become second nature.
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Keep it simple: read the job before you go, set expectations when you arrive, leave the space clean, and close the booking with a clear note. Everything below is detail on those four beats.
Before the job
Most of a smooth visit is decided before you knock. Work through this list once the booking is assigned:
- Accept and open the booking as soon as it is assigned.
- Read the full scope and the customer's notes — twice.
- Confirm the date, the arrival window, and the exact address (unit, gate code, parking).
- Note any flags: pets, allergies, fragile items, someone home or not.
- Pack the tools, materials and consumables the job needs — and a spare of anything critical.
- Plan your route, check traffic, and set off in time to arrive about five minutes early.
If anything in the booking is unclear — a vague scope, an address that will not load, a time that will not work — message your provider before the day, not on the doorstep.
During the job
Once you arrive, the goal is clear communication and careful work. Run this sequence:
- Introduce yourself and say who you are there on behalf of.
- Confirm the scope out loud and let the customer add any small requests.
- Flag anything out of scope or unexpected before you start — not after.
- Protect the space: drop sheets, shoe covers, tools kept in one tidy spot.
- Work safely and steadily; keep the customer informed of progress on longer jobs.
- Never leave a mess — tidy as you go and take your rubbish with you.
If you discover the job is bigger or different than booked, stop and talk to the customer about options and cost before continuing. Consulting is welcomed; surprises on the invoice are not.
After the job
Closing out properly is what gets you paid and builds your reputation. Before you leave:
- Do a quick final walkthrough with the customer so they can see the finished work.
- Mark the booking complete in the app.
- Add a short completion note — what you did, anything outstanding, any next step.
- Upload any required proof or photos.
- Thank the customer and confirm your provider handles the rest.
A clean completion record gets you paid faster, heads off disputes, and tells your provider you are someone worth assigning again.
Common first-job mistakes to avoid
- Skimming the notes and missing an access detail or a special request
- Arriving exactly on time with no buffer for parking or the wrong entrance
- Starting work before confirming the scope with the customer
- Doing extra work for free instead of flagging it — or refusing it bluntly
- Leaving without a completion note, which slows your payment
Who owns what: you, your provider, and the customer
It helps to be clear on the relationships before your first visit so you know who to talk to when:
| Role | What they own | When to involve them |
|---|---|---|
| You (servicer) | Delivering the assigned job on site | Always — you are the one doing the work |
| Your provider | The customer relationship and the booking | Scope questions, problems, anything you cannot resolve on site |
| The customer | The home and the brief | On arrival, for scope, and at the final walkthrough |
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