Before the call
Write the service address, symptom, first occurrence, affected fixtures, safe control result, prior work, property access, and public case number if one exists.
At connection
Ask for the legal business name, whether it serves the address, who may arrive, credential details, service charge, visit limit, and a realistic arrival window.
Before consent
Request the written scope, labor and materials, exclusions, permit responsibility, access, change approval, cleanup, restoration, payment, and warranty wording.
After work
Keep the diagnosis, tests, images or video, permit or inspection record, invoice, remaining risks, controls left off, and next responsible party.