Finish the work you sold.
Keep the quoted repairs, photos, and visits together. Record what is finished and what needs another trip.
A seal-up project
Approved scope to warranty, every phase on the record.
An example of an exclusion project that takes two crew visits.
Approved
The homeowner buys specific repairs
The accepted quote is the scope. Declined options stay out of it.
Crew visit 1
Vents sealed, roof not reachable
Finished items get their photos. The roof work can’t be done safely today.
Continuation
A return visit for what’s left
It carries the remaining items and instructions from the same quote.
Crew visit 2
Roof line finished
Every purchased item now has completion photos.
Signoff
Customer signs, warranty is created
Coverage names the sealed items and activates once the invoice is paid.
Honest progress
Partly done is recorded as partly done.
A continuation records the work that remains, so nobody signs off on a project that isn’t finished, and the return crew works from what was actually sold.
Real screens
Follow a seal-up project.
Tap the highlighted spot, or use Next.Step 1 of 3
The final visit
What final signoff requires.
- Require completion evidence and photos for purchased items at final signoff.
- Collect the technician’s certification and the customer’s signature.
- Create scoped warranty coverage, with activation tied to the linked invoice being fully paid.
- Cancelling or reopening a scope never changes the quote, invoices, payments or warranties on its own.
Part of Wildlife & Pest Operations
From the proposal to the warranty.
Exclusion projects start from accepted quotes and end in scoped warranties and paid invoices.
Comes in from
Quotes
An accepted quote sets the project scope your crew has to finish.
Comes in from
Dispatch
Trap checks, pickups, and treatments arrive on the right route.
What happens here
Exclusion & Repair Work
- 1Purchased scope & repair evidence
- 2Crew visits & unfinished work
- 3Final signoff & warranty
Same customer, same job, same record.