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.
CLEANING OPERATIONS GUIDE
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.
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.
Your working worksheet
Download the text file and fill it in with your own service details. Keep it with the relevant job record.
- Customer contact
- Property contact
- Billing contact
- Service scope
- Access plan
- First visit confirmation
Check the result
The first assignment has a known customer, property, scope, access arrangement and billing contact.
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For US cleaning companies with up to 10 cleaning staff: homes, offices, stores and turnovers. After manual approval, start with your real records and editable checklist starters. No training session is required.
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