Put manual together & share with client for approval
Set up automatic payments
Set up first drop of products (set up recurring refills)
Add client to project management software, set up recurring sessions, and assign a cleaner
Meet with client as phonecall? Or create a form? (Meeting seems less admin for client, maybe we let client choose).
Physical Onboarding of Property
Note any special instructions on how to find the clients property / how to get access
Eg. Lockbox & lockbox pin, or gate codes
Get a spare set of keys (do we need to cut a new set?)
Attach airpod keyring with airpod
Make sure airpod is tracking correctly and update information with clients name
Note: How many hours of cleaning they requested vs what is required to do a good job
Which rooms do they want cleaned:
Number of living spaces?
Number of bedrooms?
Number of bathroom?
Office?
Gym?
Other spaces?
Laundry required? Linen & towels or just linen?
Laundry preferences eg softener, dryer sheets, special instructions
Client to supply own laundry supplies?
Water plants?
Preferences for tidying / folding clothes??Preferences for tidying other things away?
Note items that require special care
Note any other special instructions for the home
Identify which cleaning equipment client has & what is needed / missing
Identify ways to wow
3D scan of the home & photos
Take scans of each room that will be cleaned?Label each room with a logical room name (correspond to clients names for rooms)
Note how client likes soft furnishings styled - eg how pillows on bed should be arranged and where decorative pillows and throw in living space should be (Take photos for manual)
Take a photo of the washing machine and the settings on the washing machine
Take a note of the model name and number of the washing machine
Take a photo of the tumble drier and the settings on the machine
Take a note of the model name and number of the machine
Take a photo of the dishwasher and the settings on the machine
Take a note of the model name and number of the machine
Test the wifi in each room, test all corners of the room
Note any areas that receive no or bad signal
Note where we may plug our devices in for charging
Want to print your doc? This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
