Send the customer the attending worker’s name and business contact, confirm the address and arrival window, and explain who may accompany the worker. Ask the customer to secure pets or valuables if relevant. Follow reasonable site safety requirements and do not share the customer’s address outside the job.
Confirm the appointment with the customer's preferred contact route, identify who will attend, give a realistic arrival window, and state any preparation or access needed. Ask about household safety considerations without collecting unnecessary sensitive information. On arrival, confirm scope before starting and explain any proposed change. Provide a way to verify the worker's identity and a contact person if plans change.
Tell customers how to reschedule or verify a suspicious appointment message. Never ask for a PIN, password, or one-time code to confirm a visit. Keep team schedules private and share only necessary access details with the attending worker.
Record arrival and departure and provide an itemised handover. A KobStore page gives customers a place to review your business details; create one and confirm each visit directly.
