Crew handoffs that preserve site instructions

A handoff should answer the next worker’s questions

A useful crew handoff explains where the job stands, what changed, what remains unresolved and who can clarify the next action. Sending a photo without a location or explanation leaves the recipient to reconstruct the story.

Make the handoff specific

Use a short, consistent sequence at the end of the visit.

• Identify the site and the exact area affected.
• Record what was completed and what was outside the agreed scope.
• Describe changes to access, equipment or customer instructions.
• Name the person responsible for unresolved work and record how they were notified.
• Ask the incoming worker to confirm critical instructions through your normal team communication.

Illustrative cleaning handoff

“Third-floor meeting rooms completed. Room 3B remained occupied and was not cleaned. Facilities contact will confirm access before the next shift. The replacement pad for the floor machine is in the basement store.” This distinguishes completed work, an exception and a preparation detail without requiring the next cleaner to read an entire group chat.

Keep the handoff with the job in SiteSight

Editors add notes and photos to the shared job; viewers can read them. Update standing instructions when a temporary change becomes permanent. SiteSight stores this context, but does not automatically assign follow-up tasks or confirm that a worker has acknowledged a note.