Jobs

To-Do Lists

1min

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

To-dos allow customers to specify the rooms, what they want done, what is most important, what they don't want done, and more.  Some may have photos that the client has added. 

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.

Some 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 judgment.

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

Updated 31 Jan 2023
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