Walk‑through: First Visit Flow
- Greet, confirm scope, shoe covers on unless waived.
- Take the cover photo via the app flow.
- Use the Opportunities checklist: Interior / Exterior / Seasonal / Plans.
- Take before/after photos and tag existing damage.
- Recommend recurring plans (default gutter = Standard 4/yr).
- End Job: action taken notes, recommendations, submit.
Key Policies
- Code of Conduct. No side jobs. Professional behavior in customer homes.
- 8:30 AM daily huddle. Notify 2+ hours before start if out.
- Safety: ladders, PPE, chemical handling, incident reporting.
- Vehicles: driver agreement, tickets are driver responsibility, tool care.
- Finance: checks to Kerry, receipts via office, app shows invoice history.
Full SOP Library
- 1.1 Code of Conduct
- 1.2 Attendance & Scheduling
- 1.3 Anti‑Harassment & Discrimination
- 1.4 Technology Use Policy
- 1.5 Confidentiality Policy
- 2.1 HandyPro Dress Code
- 2.2 Personal Hygiene & Grooming
- SOP: Entering Customer Homes
- SOP: Before & After Photo Guidelines
- 3.1 Payment Handling by HandyPros
- 3.2 No Unauthorized Discounts / No Side Jobs
- 3.3 Customer Receipts
- 4.1 Ladder Safety
- 4.2 Job Site Safety Basics
- 4.3 Chemical Safety
- 4.4 Incident Reporting
- 5.1 Vehicle Assignment & Use
- 5.2 Parking & Fines
- 5.3 Safe Driver Policy
- 5.4 Tool & Equipment Care
- End Job — Job Closeout
- Photo Documentation SOP
- Customer Communication Standards
- Handling Complaints
- Upselling & Cross‑Selling Basics
- Initial Walk‑Through — New Customer
- Onboarding New HandyPros