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Type into the blank cells, then print or use your browser’s “Save as PDF”. Typed changes are not saved when you close this page. The filled example follows your blank copy.

Use this with AxiomBlue

Check customer and site instructions against the AxiomBlue records the next worker will use.

  1. Open Sales → Customers and verify the account and contact details. Keep the billing customer distinct from the work site.
  2. Open the relevant job and put the current Site Address, access arrangement and agreed scope in Job Details. Use Description or Tasks for instructions needed in the native app; separate site notes are web-only.
  3. On Professional, review the Job Series and its individual visits after an instruction changes. Inspect the next generated job rather than assuming its existing details changed.

Product instructions: Managing Customers · Job detail page: every card explained · Recurring Jobs (Job Series)

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