KNOCKROUND — TRADE VISIT ADMIN CHECKLIST
Free working copy | 23 October 2026
Guide: https://knockround.co.uk/guides/plan-repeat-visits/

Business admin prompts for cleaning, gardening and other property visits.
Adapt these to the work you actually do. This is not a risk assessment,
safe working method, trade certificate, contract, invoice or accounting record.
No customer information is required to download this file.

Job / service reference: ______________________________________
Planned date: ______________  Person or crew: __________________
Next action owner: _____________  Review date: ________________

BEFORE BOOKING
[ ] The requested service and property / work area are clear.
[ ] Included tasks, excluded tasks and any extra work are recorded.
[ ] The visit is identified as regular, moved, skipped or a one-off extra.
[ ] The frequency and next due date match the agreed service.
[ ] Customer questions or changes of scope have a next action.
[ ] The proposed date is separate from the confirmed booking.

BEFORE THE VISIT
[ ] The date / arrival window and access arrangements are confirmed.
[ ] The agreed equipment, supplies and materials are accounted for.
[ ] Any keys or entry handover have a clear agreed arrangement.
[ ] Service time includes setup and packing away, or they are added once.
[ ] First journey, travel between stops and journey home are allowed for.
[ ] Breaks, delays and person / crew availability have been checked.
[ ] Customer updates are checked before being sent to the right recipient.
[ ] Relevant trade-specific procedures and checks are handled separately.

AFTER THE VISIT
[ ] Completed, moved and skipped visits have different recorded outcomes.
[ ] Extra work and agreed scope changes are recorded separately.
[ ] Actual time is compared with the estimate for future planning.
[ ] Completion is recorded separately from money received.
[ ] Any outstanding action has an owner and a review date.
[ ] The next due date follows the agreed original or revised cycle.

BEFORE NEXT WEEK
[ ] Due work, overdue visits and unresolved access are reviewed.
[ ] One-off jobs do not silently displace regular visits.
[ ] The same person is not allocated to overlapping visits or crews.
[ ] A dated copy / backup of the working records is kept.

NOTES / NEXT ACTIONS
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Knockround is open to sign-ups at https://app.knockround.co.uk (30 days free, no card). The public demo uses fictional customers.
https://knockround.co.uk/about/