Why and how to make service notes

Detailed notes are required when closing a job for several key reasons:

• Transparency and Documentation: Notes provide a clear and concise record of what was done during the job, allowing Lula and the property owner to fully understand the work completed. This documentation is especially important if there are any questions or disputes later on.
• Improved Communication: By including detailed notes, you help ensure that everyone involved in the process—whether it’s the Lula team, property managers, or owners—has a comprehensive understanding of the work order. This reduces the likelihood of miscommunication or errors.
• Facilitates Faster Approval: When your notes are thorough and include relevant details like what was repaired, how it was fixed, and what materials were used, Lula can more quickly review and approve the job. This often results in faster payment for your work.
• Supporting Visual Evidence: Including photos alongside your notes enhances the clarity of your report. This visual evidence makes it easier for Lula to verify the job’s completion, which can further speed up approval and payment processes.
• Building Trust and Accountability: Detailed notes show a high level of professionalism and attention to detail, which helps build trust with Lula and clients. It also holds everyone accountable by ensuring there’s a clear record of the work done.

If you are looking for how to close a job and add service notes in the app, you can click through the tutorial below: