Create one current job brief
Identify the property and unit clearly, state whether it is occupied, and attach the agreed cleaning scope. Include the appointment details and the actual reason for any deadline. Label the brief with its current revision or date so older instructions are less likely to be reused. Keep unrelated tenant history and personal information out of the working cleaning notes.
- Property address and unit or area identifier.
- Included spaces, tasks, and explicit exclusions.
- Visit contact, timing, and current access arrangements.
Name who can make each decision
Separate the onsite contact from the person authorized to approve additional work if they are different. Explain how to reach each person and what to do when the primary contact is unavailable. If scope changes require written approval, state the communication route. A cleaner should not have to infer authority from whichever tenant, employee, or contractor happens to be at the property.
Provide the operational details before arrival
Confirm parking, the correct entrance, unit identification, key or entry arrangements, and any building-specific requirements. Note occupied rooms, pets, restricted areas, or other conditions that affect access. Share care instructions for special finishes and identify remaining maintenance activity. Send entry information through the agreed method, and update the provider promptly if a code, contact, or building arrangement changes.
Standardize the completion report
Agree on the information you need afterward: completed scope, inaccessible areas, approved changes, and specific observations requiring your attention. Confirm whether photographs are needed and what they should show. Review cleaning concerns separately from maintenance tickets so the next action is clear. Keep the final record with the property or unit file and close the loop on keys and access status.
Questions about this guide
Include information that changes the work, access, decisions, or completion review. Keep it concise enough to use onsite. A named room, a specific task, and a clear contact are more useful than long background notes with no action attached.
Prepare for your cleaning visit →Assign one person to reconcile them into the current scope. Communicate approved changes through a single agreed route and make the final version available to the provider. This prevents contradictory priorities and makes it easier to review what was actually authorized.
Prepare for your cleaning visit →
