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Home Visit Lock Up Checklist

A clear departure routine for unattended home visits, from keys and alarms to the final customer message.

Offlico Editorial 2026 to 11 to 03T18:28:25Z 6 min read
A hand inserting a key into the lock of a metal gate
Gate lock at the end of a visit. Photo: Nenad Stojković / Wikimedia Commons, CC BY 2.0; resized.

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When the work is finished but the customer is out, the last two minutes matter. A cleaner can leave a spotless room and still face a difficult call if a window is open, an alarm will not set or nobody knows where the key went. The answer is not to improvise at the doorstep. Agree a departure plan before the visit, check the property against it, and give the customer a short, factual handover.

This is a working checklist for mobile cleaners, gardeners, repairers and other home visit businesses. It is not a universal security rule. An occupied home, a flat with communal doors and an unattended property each need a different handover. Follow the customer's instructions and your own service agreement, and stop to ask when those instructions do not work.

Agree the exit before starting work

The exit plan belongs in the booking or visit notes, not in a message the worker has to find while holding a key. Confirm who will be home at the end, which door the worker should use, whether any windows or gates were opened for the job, what the alarm instructions are, and how the key should be returned. If another person will take over, agree their name and contact route. Keep access codes out of casual, widely shared notes.

The Notting Hill Genesis contractor code says holding a resident's keys requires their specific agreement. Domestic cleaning terms from Longhurst's Laundry & Cleaning also show why precise departure instructions matter: its arrangements distinguish a customer who is home, a key box and a customer who has supplied a key. Those are examples of real operator policies, not a rule for every business. Write down the arrangement that applies to your customer rather than assuming the usual one will fit.

If the visit is recurring, check the plan again when the customer changes a lock, alarm, key box or usual household routine. The pre visit access checklist covers the arrival side of this handover; the departure check is a separate job.

Check the work area, then the route out

Before turning to the front door, look at what the visit changed. Are tools, cleaning products, waste and loose materials out of the way? Is there an unfinished repair or wet floor that the customer needs to know about? Have you left a walkway, communal corridor or exit clear? Do not claim everything is safe if an issue remains; name it and tell the customer what to avoid.

This is not just a tidiness preference. Leeds City Council's contractor code says its contractors should leave the home or area as tidy as it was and must not block emergency routes. Allbase's contractor code calls for removing offcuts and packaging. The HSE's construction guidance specifically tells construction teams to secure sites at the end of the working day. A domestic clean is not a construction site, but the shared lesson is useful: check what your own work leaves behind before you depart.

Secure only what you agreed to secure

Work from the inside out. Check any window, back door or gate that your team opened, then follow the agreed instructions for the final exit door and alarm. Make a physical check that the exit has actually latched or locked; turning a key and walking away is a poor substitute if the door has not closed properly. Do not lock an occupant into a home, alter their normal escape arrangement or set an alarm while someone else is still inside without agreement. London Fire Brigade advises keeping door and window keys findable for household members, a useful reminder that security and safe escape both matter.

The Neighbourhood Watch home security checklist asks householders to check closed windows, locked doors and the alarm before leaving. Secured by Design's home security advice likewise says to lock doors and windows when leaving and to put keys out of sight. These are household security pointers, not instructions to ignore the customer's access plan. For a business, the useful habit is to make the final check explicit and record any exception.

A written Rapid Clean key holding policy assigns cleaners responsibility for checking locks, windows and alarms before leaving premises, and for reporting security issues. It is a particularly clear example of how a team can turn a vague “lock up” instruction into a repeatable check.

If something will not secure, do not guess

A jammed lock, an alarm that refuses to arm or a missing key changes the plan. Contact the customer or the designated contact through the agreed route while you are still at the property. Explain the exact problem, what you have checked and whether anyone is inside. Ask for a workable alternative and record the instruction you receive. If you cannot reach anyone, use your business's escalation process. Do not quietly leave a property unsecured and send a vague “all done” message.

The Rapid Clean policy calls for reporting irregularities to the supervisor or client's contact. Castle Point Borough Council's contractor code says contractors should leave a home tidy and secure at the end of the working day. Neither source can decide what to do with your customer's particular faulty lock. That decision needs the people responsible for the visit and the property, with an accurate record of what happened.

Send a handover the customer can act on

A useful departure note is short and specific: “Finished at 3:40. Back window and garden gate closed. Front door locked and checked. Key returned to the agreed box. The hallway floor is still damp; please avoid it until dry.” Replace each part with what actually happened. If there is an exception, put it first and say what action is needed. Do not say the alarm is set unless you saw it arm successfully.

Keep the note with the visit rather than in a worker's private message thread, and make sure the customer can reach you if they find a problem. For a team, this also makes the next visit easier: the next person can see the agreed key handover and any unresolved issue without relying on memory. Avoid putting an alarm code or key safe combination in the departure message itself.

The simplest routine is three steps: agree the exit, check the property, then send the handover. It takes little time when nothing is wrong, and gives everyone a clear starting point when something is.