Template

Job Closeout Checklist (Prevent Callbacks)

CloseoutQualityRepeat work

What this is: A short closeout list to reduce rework.

Who it helps: Teams with frequent callbacks.

What to do next: Take the FSM quick check.

Copy/paste template

Job Closeout Checklist (Prevent Callbacks)

  • - Photos captured (before and after)
  • - Work summary written (3 bullets)
  • - Customer approval or signature captured
  • - Invoice sent or payment collected
  • - Next recommended step noted

How to use it

  1. Keep the checklist short enough to use every time.
  2. Require closeout before starting the next job.
  3. Review the checklist weekly for missed items.

Common tweaks

  • Add a safety check step if needed.
  • Add a reminder to schedule the next visit.
  • Add a warranty note for larger repairs.