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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.

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Your ticks are saved in this browser, so you can work through the list over several sessions.

01Who and where

0/5

Mobile number first, in case the call drops.

02What the job is

0/6

Their words, plus a photo, plus enough to know what to bring.

03Access

0/6

The single biggest cause of wasted trips.

04Site conditions

0/5

These blow out your time estimate rather than stopping the job.

05Money

0/6

Set it on the phone, never on the doorstep.

06Timing and confirmation

0/6

One 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.

1

Who and where

Name, mobile, full address including unit and access details. The mobile first, in case the call drops.

2

What the job actually is

Their description, plus a photo, plus enough detail to know what to bring.

3

Access and site conditions

Whether you can get in, whether you can park, and whether anything on site will slow you down.

4

Money

Callout fee, minimum charge, after-hours rates and how they will pay, stated before you attend.

5

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

Tradie Admin Audit

See which part of your back office is eating the most evenings.

Audit your admin

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

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.