Write deficiencies so the office can quote them

Technicians write for themselves. The office needs to price what was found without calling the tech back.

Four things every note needs

• Where: floor, room or riser.
• What: the device or component, with size or model when visible.
• Condition: what is wrong, in a few plain words.
• Quantity: how many.

Make it routine

Put those four fields on the form and train to them. Consistent notes are what make a same-day proposal possible, with or without software.