ZocumentsOn this page
- PromiseWhat did the quote, booking, or terms say would happen?
- PerformWhich appointment, milestone, access event, or deliverable occurred?
- ResolveWhat did the customer report, and what remedy did you offer?
Records by service type
| Service | Useful records | Weak substitute |
|---|---|---|
| Appointment or consultation | Booking confirmation, attendance, notes, signed completion | Invoice without appointment evidence |
| Project or milestone | Scope, approvals, dated deliverable, acceptance message | A final invoice by itself |
| Repair or installation | Work order, technician notes, photos, customer sign-off | Marketing page describing the service |
| Digital or account service | Access log, download, login, usage, support response | A generic system screenshot |
Build the timeline around dates
- Before payment
Show the service description, price, booking or agreed scope, and terms the customer accepted.
- After payment
Show scheduling, attendance, access, delivery, milestone approval, or other performance record.
- After the complaint
Show the customer's message, your response, proposed remedy, and whether the customer used or declined it.
Use the service-completion evidence reference for record ideas, then use the builder to map each record to the reason shown in your notice.
