Share only necessary customer details with assigned staff. Record who is attending and establish a check-in contact for unfamiliar locations or late work. Follow the relevant safety guidance for tools, electricity, heights, chemicals, or confined spaces.
Before arrival, confirm the customer expects the visit, who will be present, how staff are identified, and how to reach a supervisor. Share the appointment only with workers who need it, and check that tools and transport are suitable for the task. Follow trade safety procedures, stop if conditions are unsafe, and have a check-in process for solo workers without broadcasting a customer's address.
Give a trusted colleague the minimum check-in details needed for lone-worker safety, not the customer's full record.
Confirm the worker has a working phone, safe transport, and a check-in contact for a solo visit. Share an arrival and departure update without posting the customer's address broadly. If a customer or site condition feels unsafe, follow the business safety plan and reschedule or decline the visit.
Tell the customer who is arriving and when. Use a KobStore page to explain your service process; create your business listing.
