Service motions
The template starts with recognisable work, not a generic task type.
- Recurring housekeeping shift
- One-time deep cleaning
- Move-in, move-out or post-project cleaning
- Washroom, floor and specialised-zone service
- Quality revisit and contract review
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Client site, building, floor, room and service zone
- Surface, fixture and access constraints
- Cleaning machine and customer-owned equipment context
- Crew, shift and approved scope relationship
- Quality, complaint and revisit history by zone
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Arrival, access and zone checklist
- Task completion and exception reason
- Chemical, dilution or lot record when required
- Privacy-safe before-and-after proof only where approved
- Supervisor or customer quality acknowledgement
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Use recurring service contracts and rework promises, not equipment warranty language
- Generate shifts and periodic tasks from site scope and cadence
- Define excluded tasks and chargeable special work before execution
- Route repeat quality failure into training and contract review
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Issue chemicals, liners, consumables and PPE by site or crew
- Track lot and dilution context where the operating policy requires it
- Assign machines, accessories and inspection tools
- Reconcile site stock, damage, return and replenishment needs
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Connect attendance and accepted service period to contract billing
- Separate recurring scope, consumable pass-through and special work
- Record invoice approval, deduction, dispute and collection state
- Keep payroll input distinct from customer billing and payment settlement