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Proof Pack

Proof Pack is the client-facing visit record generated after a completed job. It packages execution data into something a customer can actually review without logging into your internal system.

What Proof Pack Is

LeadDuo ServiceHub uses Proof Pack to turn normal job completion into a documented service record customers can trust.

  • Client-facing output

    Proof Pack is designed for the customer, not just your office. It gives them a clean summary of the completed visit.

  • Tied to the job itself

    Proof Pack is generated from the actual scheduled job, checklist completion, and captured evidence rather than from a manual follow-up email.

  • Useful beyond the day of service

    Completed visit records can be reused for renewals, review meetings, disputes, and client trust building over time.

What It Includes

A Proof Pack can surface the operational details clients usually ask for after the fact.

  • Visit timing

    Show when the visit happened, including scheduled context and the completed timestamp.

  • Checklist completion

    Expose the checklist status from the completed job so the customer can see what was signed off.

  • Photo evidence

    Attach the relevant photos captured in the field so the client can verify what was done without chasing your team.

Delivery, Review, and Control

Proof Pack is part of a controlled completion workflow, not an uncontrolled auto-send.

  • Manager review aware

    If your workflow uses review clearance, Proof Pack delivery can wait until the visit passes review instead of sending unfinished evidence immediately.

  • Dedicated proof email flow

    Completed visits can trigger a dedicated client email that links directly to the Proof Pack record.

  • Portal and contract visibility

    Recent Proof Packs can also appear inside portal and contract-related views so customers can revisit documented visits later.