Field scenario: The customer is home. They expected a clean view corridor, but one corner is outside the sold scope and another needs a quick touch-up.
Why this matters
Walkthroughs catch expectation gaps while the machine is still there and prevent expensive remobilization.
Pass standard
The customer understands what was done, what was not included, and what happens next.
- Walk major clearings with the client and point back to the quote scope: target areas, preserved trees, fence lines, boundaries, and limitations.
- Explain what was completed, what was not included, hazards found, and recommended next steps.
- Handle safe, in-scope punch-list items before loading when practical.
- Escalate change orders beyond sold scope to Alex/management before promising work or price.
Operator checkpoints
Scope reviewedLimitations explainedPunch list resolved/escalatedChange orders approvedClient approval captured
Common mistakes
- Only saying “we’re done” without walking scope.
- Promising free out-of-scope work.
- Not explaining limitations or next steps.
Document in Jobber
- Approval/sign-off notes.
- Punch-list items resolved.
- Change order requests and management approval status.
Field standard: Never leave the client guessing what happened or what comes next.