Define the customer promise
- 01Identify the equipment, sites, or systems covered.
- 02State visit frequency and the work performed at each visit.
- 03Explain what is not included and how additional work is authorized.
- 04Define scheduling, cancellation, renewal, and access expectations.
Price the full commitment
- 01Calculate labor, travel, materials, administration, and expected follow-up.
- 02Include seasonal workload and likely visit duration.
- 03Set a price that supports the target margin without hiding exclusions.
- 04Choose annual, monthly, or per-visit billing based on the customer and service model.
Document every visit
- 01Use the same inspection and closeout checklist for each covered asset.
- 02Record readings, condition, findings, recommendations, and photographs.
- 03Track declined work and follow-up dates.
- 04Review agreement profitability and renewal status before the next term.
04 // KEEP BUILDING
EXPLORE CLEARVIEW →Turn the plan into a repeatable operating process.
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