What is the Client's To Do list?

Last updated 8 months ago

The Client customizes their to-do list and instructions for each Cleaning. That means the things on the list are the Client's top priorities and that Client's generally expect you to work on those tasks first. The top Homekeeper's pay attention to the Client's to-dos at every cleaning.

The first set of client instructions you may see involve parking or accessing the home.  They may look like the following:
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Note how there is a 1/2 in the corner, that means this is photo 1 of 2.  Swipe right or left on the photo to see more details and more photos. Clients can add photos to:
-Parking Instructions
-Access Notes
-Closing Instructions
-To Dos

For example, clients can now show you exactly where to park. Or where the lockbox is hidden.  Or which room is "Victor's Room".  Or how they want their bed made.  We are excited to see how clients choose to use this.

Next, you will see a set of To Dos, or what clients want done in the home.  Some may have photos that the client has added.  Here is an example:
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As you mark To Dos "Done" or "Not Done" the rooms will collapse so it is easier to scroll.  Expand them anytime to see what was there before.
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Up to 50% of a client's To Dos may be marked "Important" by the client, which typically means the client wants you to prioritize these.

We generally recommend checking things off as you can or cannot do them, and completing the list accurately.  Some clients get very upset if you mark things as "Done" if they are not.  Sometimes clients add too many things, and sometimes it's deliberate, because they don't want you to run out of things to do!  So just updating it accurately is most often the best thing.

You should use your best judgment on how to complete the tasks and in what order. The Client may leave special instructions or ask for you to use a certain solution/cleaner or equipment (ex. client's vacuum, client's mop). 

If the Client gives verbal instructions, we recommend following those instructions and just complete the Cleaning Certificate with the most accurate information. Sometimes, clients have added To Dos that don't make sense, so use your best judgement.

At the end of the day, these are your clients!  You control the manner and means by which the work is performed.