What gets recorded
Both directions. A record that only carries the good weeks is not a record, and the person it is about is told about every entry and can contest any of them.
Job completed and signed off
Kept its wordThe tradesperson completed the job and the customer signed off on the work.
- Who confirms it
- The customerCustomer or client
- How they confirm
- Confirm on the post-job SMS the field-service tool (Jobber/ServiceTitan/Housecall Pro) already sends.
- Due
- the arrival window or promised completion date given to the customer
- Done
- when the customer signed off on site
Invoiced work paid
Kept its wordThe customer paid the invoice for completed work.
- Who confirms it
- The paying customer (as recorded by the payment/marketplace processor)Payment or marketplace
- How they confirm
- Auto-verified when a third-party processor/marketplace records the payer as someone other than the worker.
- Due
- the invoice due date
- Done
- the settlement date the processor recorded
Callback for defective work
Fell shortThe customer required a return visit because the original work was defective.
- Who confirms it
- The customerCustomer or client
- How they confirm
- Recorded against the job; the worker can dispute.
- Due
- the original job date the work should have held from
- Done
- Nothing was delivered, so there is no completion time to compare against.
Due and done are the pair that decide whether something counts as delivered on time rather than merely delivered. Send one without the other and the outcome can only ever read as finished.
Who counts as a witness here
2 kinds of third party confirm work in this trade. None of them outranks another. The formula does not read this at all. What varies is how hard each one is for either side to lean on, which is a fact worth knowing and not a weighting.
- Customer or client
- The party the work was done for, or who took delivery of it: a homeowner, a patient, a client, a consignee, a family. They know first hand whether it happened.
- Payment or marketplace
- A processor or marketplace that independently recorded a payer other than the worker. Money moving from a third party is evidence somebody else was involved. It is never, on its own, evidence that the work was good.
What is not recorded against the person
A client who did not attend, work the business itself pulled or rescheduled, conditions nobody controls, time off taken with notice, and an opinion about the person. None of it belongs on the record of whoever showed up to do the work.
The full list is on the index, and it is the same list for every trade.
How a confirmed outcome reaches a score
A confirmed outcome becomes evidence in a published formula, version 5.6, with five weights and six bands running from Distinguished down to At Risk. An outcome nobody else confirmed is still recorded, and it shows on the record as a claim rather than as evidence. No plan and no payment moves a score.
The record belongs to the person, not to the business that recorded the work. They take it with them. The model is published in full, and what an employer records covers the recording side.
Also under trades and home services