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CLEANING OPERATIONS GUIDE

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.

01

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.

02

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.

03

Before you hand over the result

Do not apply one production rate to every surface. Confirm periodic floor care and high-access work separately.

Your working worksheet

Download the text file and fill it in with your own service details. Keep it with the relevant job record.

  1. Area and floor type
  2. Approximate size
  3. Fixtures or obstacles
  4. Access window
  5. Included task
  6. Excluded task

Download the worksheet (TXT)

Check the result

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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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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