RouteCairn Customer onboarding checklist for independent U.S. pool-service operators. False False RouteCairn Customer Onboarding Checklist A practical intake-to-handoff worksheet for independent U.S. pool-service operators. Use it to make the scope, site details, customer setup, and first service readiness visible to the person responsible for the account. Completion workflow 1. Capture the customer Enter the customer, property, primary contact, service address, preferred contact method, scope, cadence, and target first-service date. 2. Prepare the site Record access instructions, gate or lock details, equipment and water notes, pets or site concerns, and the expectations that should be confirmed before the first visit. 3. Set up the account Mark communication and billing setup, assign an owner, set target and completion dates, and update Stage and Status as the onboarding work advances. 4. Hand off the first visit Confirm first-visit readiness, record open follow-up items with an owner and due date, then capture the handoff notes that the ongoing route operator needs. Suggested conventions Dates Use YYYY-MM-DD so target dates and follow-up due dates sort predictably. Stage Use Intake, Setup, First Visit, or Handoff. Stage describes where the customer is in the onboarding journey. Status Use Not started, In progress, Waiting on customer, Ready, Complete, or On hold. Keep open follow-up items visible until they have an owner and resolution. Privacy Store this file appropriately. Do not enter payment-card numbers, access credentials, or other sensitive information that is not needed to run the route. 2 2 2 False False Customer Onboarding Tracker Add one row per customer or property. Move each row from Intake through Setup, First Visit, and Handoff; use the follow-up log for additional open items. Customer ID Customer / Property Primary Contact Service Address Preferred Contact Service Scope Cadence / Service Day First Service Target Access / Site Notes Equipment / Water Notes Customer Expectations Communication Setup Billing Setup First-Visit Ready? Assigned Owner Target Completion Completion Date Stage Status Open Follow-Up Items Follow-Up Owner Follow-Up Due Handoff Notes 3 3 2 False False Open Follow-up Log Use one row per open item when a customer needs more than one follow-up. Keep the Customer ID consistent with the Onboarding Tracker. Customer ID Customer / Property Open Item Action Needed Owner Due Date Status Completed Date Resolution / Handoff Note 3 3 2 False False