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AXIOM BLUE / PRACTICAL RESOURCES

Customer and site record

Your working copy

Keep sensitive access information in your approved secure process. Review old instructions when the service changes.

What to recordYour notes
Customer / account reference
Site name / address
Day-of-visit contact
Work approval / billing contact
Regular scope
Exclusions
Access / parking process
Equipment / materials
Current instruction / review date
Last visit / outcome
Next action / owner
Relevant job / photo references

AXIOM BLUE / PRACTICAL RESOURCES

Customer and site record

Filled example — illustrative records

Keep sensitive access information in your approved secure process. Review old instructions when the service changes.

What to recordExample
Customer / account referenceExample Property Services / C-021
Site name / addressGarden site B / 12 Example Street
Day-of-visit contactSite representative; contact details in customer record
Work approval / billing contactProperty manager / accounts contact
Regular scopeMow and edge front lawn; remove clippings
ExclusionsRear garden excluded from this visit
Access / parking processConfirm attendance with site contact; use visitor parking
Equipment / materialsStandard mowing equipment
Current instruction / review dateFront area only / reviewed 8 September 2026
Last visit / outcomeJ-210 completed; pruning requested but not approved
Next action / ownerOffice to prepare pruning quote
Relevant job / photo referencesJ-210 / front-area completion photo