Site notes your techs can’t skip
The ladder, the filter size, the gate code, the part the customer already approved. Somebody always knows it, but not always the tech who goes. KeptField keeps those notes on the customer, not on one appointment, and turns the important ones into checks the tech confirms before leaving the shop.
Ruth Feld
Before you leave
Check these off to start the trip.
On the way and on site
Call Ruth 30 minutes before you arrive.
Gate code 2580#. Park next to Building C.
Heads up: last year’s visit took 3 trips. Ruth is on a yearly maintenance plan.
Check off 2 items to start the trip
Ruth Feld
Bayview Condos, Building C, Unit 312
2 problem visits this year
Site requirements
Shown to every tech, on every visit.
Bring an extension ladder
AC sits on the canopy over the main entrance. No way out to it from inside.
Call 30 minutes before arriving
She needs time to get to the lobby door.
Gate code 2580#
Visitor parking is next to Building C.
What it does
Notes stick to the customer
Write a note once and every tech sees it on every visit, year after year, no matter who answered the phone or who goes.
Required checks before the trip
Mark a note as a required check and “On my way” stays locked until the tech ticks it off. It takes a few taps.
The office sees what’s missing
If a required check isn’t confirmed by the time the tech should leave, it shows up on the office board with a one-tap way to call the tech.
Three kinds of notes
Required check for things the job can’t go without, Reminder on the way for things like “call 30 minutes ahead,” and Info for gate codes and parking.
Added while you’re on the phone
The office adds a note right on the customer’s profile during the call. No separate form, no sticky notes.
Templates for your trade
Start with common checks for your trade, like filter sizes for HVAC or treatment products for pest control, and adjust them.
How it works
The customer mentions something
“The unit is on the canopy over the entrance. Your tech will need a ladder.”
The office adds it once
It goes on the customer’s profile and gets marked as a required check.
The tech confirms it
On the job screen, the tech ticks it off before tapping “On my way.” The customer can even be told the ladder is coming.
Next year, it’s still there
A different tech, a different office person, the same note. Nobody has to remember.
Included in every plan. Plans are priced by crew size, not per user, and every plan starts with a 30-day free trial. See pricing.
Common questions
What’s the difference between a note and a required check?
Every note shows on the tech’s phone. A required check also has to be ticked off before the tech can tap “On my way,” so it can’t be scrolled past.
Can a tech skip a required check?
No. “On my way” stays locked until every required item is ticked off. If something can’t be done, the tech calls the office, and the office sees the open check on the board.
Won’t this slow my techs down?
Most visits have one to three required checks. That’s a few taps, compared to a second trip when something is forgotten.
Are notes tied to the customer or to the address?
To the site, which belongs to the customer. A customer with two properties has separate notes for each one.
Related guides
- GuideWhat to put in customer site notes, with a free templateThe six things worth writing down about every property, a template to copy, and which notes should be required checks.
- GuideHow to cut second trips to the same jobSeven common reasons techs have to come back, and the simple habits that prevent most of them.
See it in two minutes
The demo follows one job from the first phone call to the five-star reply, with every screen on view.