Step 1: Start the Day

• Begin by finding your list of priority jobs—your jobs are pre-sorted and waiting for you in your section of the QuickFind cabinet.

Step 2: Review Your Jobs

• Check the planner to see your full list of scheduled jobs for the day, in order of priority.

Step 3: Retrieve the Job Card

• Grab the job card for your first task from the cabinet.

• Clock in the job on the card—now you’re officially underway!

Step 4: Perform and Record Work

• As you work on the job, jot down a brief description of the work performed and the time taken, directly onto the job card.

• Note the location of any stripped parts for easy tracking.

Step 5: Record Parts and Charges

• Flip to the reverse side of the job card.

• In the parts record area, list:

  • Any parts used,

  • Parts required,

  • Any outwork performed,

  • Any additional charges.

Step 6: Note Additional Issues

• In the job notes area, add any extra problems you discover—just one-liners to keep it clear and help admin at billing time.

Step 7: Job Completion or Rescheduling

• If the job is completed:

  • Tick the job completed box on both the job card and the planner.

  • File the job card in the “Jobs Completed” section of the cabinet.

• If the job is NOT completed:

  • Note the estimated time needed to finish the job.

  • Mark a cross on the planner to show it’s unfinished.

  • File the job card in the reschedule section of the cabinet.

Step 8: Supplies Check

• If you notice any supplies are running low, jot a quick note directly on the control planner—so the service writer can follow up.