Cleaning customer onboarding checklist

Collect the details needed for the first visit and identify who can approve changes. Separate company billing contacts from people at the property.

A situation to work through
An office manager books the clean, reception provides access and finance receives invoices. Record each role instead of putting all messages through one contact.

Work through the decision
Confirm who books, who grants access and who receives invoices. Review the scope and first service window with the responsible contact. Create the customer and property records, then prepare a crew brief using only details needed for that visit.

Before you hand over the result
Ask only for information needed for the service. Passwords and payment card details do not belong in a cleaning intake form.

Worksheet

Customer contact
____________________________

Property contact
____________________________

Billing contact
____________________________

Service scope
____________________________

Access plan
____________________________

First visit confirmation
____________________________

Acceptance check
The first assignment has a known customer, property, scope, access arrangement and billing contact.

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