Record the inspection as the attendance that occurred, then record the customer's decision about further work separately. A declined next step does not erase the assessment, and a completed assessment does not mean the proposed follow-up work was performed.
Write the two outcomes separately
The fictional example describes an assessment followed by a customer decision not to proceed with additional work. It does not determine fees, warranties or contractual obligations; those belong to the actual agreement and business process.
| Part | Example |
|---|---|
| Attendance | Inspection completed and findings recorded |
| Proposed next work | Further scope discussed with the customer |
| Customer decision | Customer declined the proposed follow-up on the recorded date |
| Schedule | Review any return Visit already reserved |
| Job outcome | Resolve the agreed scope accurately before closure |
Check for an existing return commitment
If a return was tentatively discussed or already scheduled, establish its current status. Do not leave an attendance active after the customer has declined it. Conversely, do not treat a request for more information as a final decline.
Tell the attending person and scheduler what decision is current, especially if materials collection or travel was being planned around the return.
Keep the history useful for a later enquiry
Retain the assessment outcome, the customer decision and any unresolved clarification. If the customer later asks to proceed, review current conditions, scope and availability before reusing an old time estimate.
In Daylane, review Visit states and the overall Job outcome separately. A closure decision should accurately describe the work rather than marking unperformed follow-up as completed just to remove it from a list.
Sources and scope
An original operational guide from the Daylane team at Blu Mint Digital. Scenarios, durations and message wording are illustrative planning examples, not customer results or industry benchmarks. Product references were checked against the Daylane implementation on 5 September 2026. Adapt the workflow to your service, customer agreements and working conditions.
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