What this checklist covers
The first job with a new customer sets the tone for every one after it. Most problems come from things nobody wrote down: the gate code, the dog, what "clean up the yard" meant, or when the bill was due. This checklist puts those in one place.
The messages that go with each step are in our customer message templates: the confirmation, the deposit request, the thank-you and the review request.
How to use it
Tick each item as you go. The sheet saves in this browser, so you can close the page and come back. Print a blank copy for the truck, or fill it in on your phone and print or save it as a PDF for the customer at the end.
With Koira: Customer portal
Every text from Koira carries the same link: the customer sees the visit, signs the estimate, pays the invoice and books again, with nothing to download. Confirmations, invoices, review asks and reminders go out on their own.
Last checked October 9, 2026. This page is general information, not legal or tax advice. Rules change and differ by state and city, so confirm with the agency named before you act.