COLORADO SPRINGS REVENUE | CONTRACTOR FIELD GUIDE
WRITE THE WEEKLY HOMEOWNER UPDATE

A short customer update should let the reader see progress, make the next decision and know when they will hear from you again.

BLANK WORKSHEET — duplicate this for each job

Completed since the last update
Only include work someone verified.
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Next planned work
Distinguish a plan from a confirmed date.
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One open decision
What do you need, from whom, by when?
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Changes and uncertainties
Explain a delay or a dependency without guessing.
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Next update
Name the responsible person and the next check-in.
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WORKED EXAMPLE — fictional
Example: Cabinet boxes are installed. Door installation is planned after the replacement hinge arrives; its delivery date is unconfirmed. Please choose the handle finish by Wednesday. The project lead will update you Thursday.

Worksheet for your own process. No information is sent to CSR.
CSR JobTrack is in development; this worksheet works independently of the app.