Starting point
A daily visit is easier to plan with an agreed date, task list and scope. Prepare supplies and arrival instructions so time can be spent on priorities.
with a separate home office
State when the office is available and distinguish surface care from handling files, screens and equipment.
a weekly review
Review completed and deferred duties and their reasons, then agree changes to priorities or time instead of repeating an unsuitable list.
Checklist
Selections are not sent or saved.
Before agreeing
Do not assume a day includes a particular number of hours, supplies or transport; request the offer details.