Cleaning site walkthrough template

Turn a walk through the property into a clear service scope before you quote. Measure the areas, ask about access and record work that needs a separate visit.

A situation to work through
A 6,000 square foot office has carpeted desks, tile restrooms and a locked storage room. Count each area separately; the storage room is excluded until access is agreed.

Work through the decision
Walk each service area with the customer. Separate floor surfaces and count fixtures that change the workload. Mark locked or occupied rooms, then ask who can authorize access or a change in scope. Use those observations when choosing production rates in the calculator.

Before you hand over the result
Do not apply one production rate to every surface. Confirm periodic floor care and high-access work separately.

Worksheet

Area and floor type
____________________________

Approximate size
____________________________

Fixtures or obstacles
____________________________

Access window
____________________________

Included task
____________________________

Excluded task
____________________________

Acceptance check
Every quoted area has a measured or explicitly estimated size, an agreed task and an access plan. Unconfirmed areas remain excluded from the estimate.

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