Does the customer need to be home if the Welcome Letter is complete?

Does the customer need to be home if the Welcome Letter is complete?

• A. Yes
• B. No
• C. Sometimes
• D. Only for certain services

Answer: (B)

Completing the Welcome Letter means the account is set up and access to the property has been authorized for the scheduled service. With that in place, a technician can perform routine visits even if the customer isn’t home, as long as the agreed entry instructions (like keys, lockbox, or neighbor access) are in place. The letter usually lists the appointment window and how entry will be gained. Interior work or special circumstances would be called out if they require the customer to be present. So, in most cases, being home is not required once the Welcome Letter is complete.

Completing the Welcome Letter means the account is set up and access to the property has been authorized for the scheduled service. With that in place, a technician can perform routine visits even if the customer isn’t home, as long as the agreed entry instructions (like keys, lockbox, or neighbor access) are in place. The letter usually lists the appointment window and how entry will be gained. Interior work or special circumstances would be called out if they require the customer to be present. So, in most cases, being home is not required once the Welcome Letter is complete.