End of Day Wrap-up
The last VA shift of the day has additional responsibilities beyond the standard handoff. Complete these tasks before signing off.
End-of-Day Checklist
Service Completion Verification (10 minutes)
- Review all bookings scheduled for today
- Verify each booking has a status of "Completed" or "Cancelled" (no "In Progress" left open)
- For any booking still showing "In Progress":
- Contact the crew to confirm status
- If completed, update the status manually
- If still in progress (late job), note in the handoff for the morning VA
- Verify all completed bookings have generated invoices
Unresolved Issues Summary
- Count open tickets created today
- Count tickets resolved today
- Note any P1 or P2 issues that remain open
- Escalate any overnight-critical issues to the on-call manager
Communication Close-Out
- Reply to any unanswered customer emails from today (at minimum acknowledge receipt and set expectations)
- Close chat conversations with a clear next-step message
- Ensure no customer is left waiting for a response overnight
Next-Day Preparation
- Review tomorrow's booking schedule
- Flag any bookings that need attention:
- First-time customers (send a prep email if not already sent)
- Customers with special instructions that crew should review
- Bookings in zones with known access challenges
- Note any crew scheduling gaps for morning dispatcher review
Daily Metrics Report
At the end of the last shift, compile the daily metrics:
| Metric | How to Calculate |
|---|---|
| Total calls | Sum from phone system dashboard |
| Average handle time | Total call time / number of calls |
| Bookings created | Count from today's booking log |
| Bookings modified | Reschedules + cancellations + changes |
| Tickets created | Count from ticket system |
| Tickets resolved | Count from ticket system |
| Escalations | Count of issues sent to managers |
| Customer satisfaction | Average from any post-call surveys |
Post the daily summary in the metrics channel using the standard format.
Closing Procedures
- Post the final handoff note for the morning VA
- Post the daily metrics report
- Set your status to "Offline"
- Log out of all systems (dashboard, phone, chat)
- Complete your timesheet entry
- Sign off in the team channel: "EOD [Your Name] — all clear" (or note any overnight concerns)
On this page