Turn Up With the Right Gear, Every Time
A wasted trip costs you the travel, the time slot and often the customer’s confidence. Almost all of them come from something nobody asked on the phone. This is the list of questions that stops it happening.
Use it as a phone script or hand it to whoever answers your calls. Ticks save on this device so you can build your own version over time.
Job Booking Checklist
About ninety seconds on the phone. Saves a two-hour round trip.
Your ticks are saved in this browser, so you can work through the list over several sessions.
01Who and where
0/5Mobile number first, in case the call drops.
02What the job is
0/6Their words, plus a photo, plus enough to know what to bring.
03Access
0/6The single biggest cause of wasted trips.
04Site conditions
0/5These blow out your time estimate rather than stopping the job.
05Money
0/6Set it on the phone, never on the doorstep.
06Timing and confirmation
0/6One text the afternoon before saves a wasted morning.
A general intake checklist to adapt to your trade. It is not safety or compliance advice, follow the requirements of your licensing body and the work health and safety regulator in your state or territory.
Why This Pays for Itself Fast
A wasted trip is not just the fuel. It is a slot you could have filled, a customer who now doubts you, and a second visit you probably cannot charge for.
Most wasted trips are avoidable
Nearly every return visit comes from something knowable in advance, the wrong part, no access, a job bigger than described, or a fitting nobody mentioned. One extra question on the phone prevents a two-hour round trip.
A photo answers what words cannot
Customers describe jobs in their own language, which rarely matches yours. A photo texted before you attend tells you more in three seconds than five minutes of description, and it costs nothing to ask for.
Set the money expectation on the phone
Callout fees, minimum charges and after-hours rates should be stated before you attend, not on arrival. Disputes about money almost always come from an expectation nobody set, and they are entirely preventable.
The Five Things to Capture
Get these five right on every enquiry and wasted trips largely disappear.
Who and where
Name, mobile, full address including unit and access details. The mobile first, in case the call drops.
What the job actually is
Their description, plus a photo, plus enough detail to know what to bring.
Access and site conditions
Whether you can get in, whether you can park, and whether anything on site will slow you down.
Money
Callout fee, minimum charge, after-hours rates and how they will pay, stated before you attend.
Timing and confirmation
When you are coming, who will be there, and a confirmation the day before.
The Questions That Save the Most Trips
Four areas that between them account for most wasted visits in Australian trade businesses.
Access: the single biggest cause
Turning up to a locked gate, an empty house, a body corporate that needs notice, or a building requiring an induction is the most common wasted trip there is. All of it is knowable with two questions on the phone.
- Will somebody be home, and who?
- Locked gates, security doors, dogs, alarm codes?
- Strata or body corporate approval needed, and how much notice?
- Commercial sites: induction, permit or site sign-in required?
Knowing what to bring
The second biggest cause. Brand, model, age and size determine what parts and gear you need, and customers rarely volunteer any of it unless asked directly. A photo of the unit or the make-and-model plate resolves most of it instantly.
- Ask for a photo, of the unit, the plate, the whole area
- Brand, model and rough age of anything being repaired
- Ask how they have described the problem, then ask what changed recently
- For replacements, ask about the space and what is already there
Site conditions that slow you down
Parking, stairs, height, asbestos risk in older properties, and whether power and water are on. These do not usually cause a wasted trip but they blow out your time estimate badly, which wrecks the rest of the day.
- Parking: driveway, street, permit zone, or nothing at all?
- Stairs, tight access, or anything needing two people?
- Age of the property: relevant for asbestos and older wiring or plumbing
- Is power and water on at the property?
Confirming before you drive
A confirmation the day before catches the customer who forgot, the one who has since fixed it themselves, and the one who will not be home. Sending one text the afternoon before is the cheapest protection against a wasted morning.
- Confirm the day before, not an hour before
- Restate the arrival window and roughly how long it will take
- Remind them what needs to be accessible or moved
- Ask them to reply so you know it was actually read
Next Steps
Answering Setup Checklist
Get whoever answers your phone asking all of this automatically.
Open the checklist →Missed Job Calculator
None of this matters if the call is not answered. See what missed calls cost.
Calculate the cost →Frequently Asked Questions
Not if you ask them naturally rather than reading a form aloud. The whole list takes about ninety seconds in normal conversation, and customers generally appreciate it, being asked sensible questions reads as competence rather than as an interrogation. If it feels long, prioritise: mobile number, address, a photo, access, and the money expectation. Those five prevent the large majority of wasted trips, and you can pick up the rest during the confirmation the day before.
Ask while you are still on the phone and tell them why. That it helps you bring the right parts and avoid a second visit. Then text them immediately so they have your number in front of them and can simply reply to it, rather than expecting them to find your details later. Framed as saving them a return visit, most people are happy to do it. The main reason customers do not send photos is that they were asked in a way that made it feel optional.
You can, provided you have set the expectation clearly beforehand. A callout fee stated on the phone and confirmed by text is generally reasonable and enforceable in a way that a fee mentioned for the first time on the doorstep is not. That said, prevention beats collection. The questions on this list cost ninety seconds and avoid the conversation entirely. Where a wasted trip is genuinely the customer’s doing and you did set expectations, charging is fair; where you never asked about access, it is a harder position to hold.
Ask the age of the property as a matter of routine, since it is a neutral question that tells you a great deal. Australian homes built before the late 1980s may contain asbestos materials, and the specific risk and your obligations depend on your trade, the work involved and the state or territory you operate in. Knowing the property age before you attend lets you arrive prepared rather than making the assessment on the spot. Follow whatever your trade’s licensing body and the relevant work health and safety regulator require. This is a prompt to ask, not safety advice.
Yes, and this list works well as a script for exactly that purpose, whether the phone is answered by a family member, an employee, an answering service or an automated system. In fact a system generally captures details more consistently than a busy person does, because it never skips a question when it is in a hurry. The important part is that the answers reach you in a usable form, as a text or into your job system, rather than sitting in a voicemail you still have to listen to and write down.
That is itself useful information. A customer who cannot describe the problem, does not know the brand and cannot send a photo is telling you the job is less defined than it sounded, which means you should either allow extra time or treat the visit as an assessment rather than a repair. Price it accordingly and say so on the phone. The mistake is assuming a vague description means a simple job, vague descriptions are where most blown-out time estimates come from.
Want This Asked Automatically?
Every one of these questions can be asked on the call and land in your phone as a text before you get back to the ute. Tell us your trade and we will show you how it works.