Docsroom

Templates / Cleaning companies

Every site pack and starter form a cleaning company chases.

Contract cleaners chase site access, COSHH sheets and starter paperwork across many sites and shifts. Docsroom asks each person once, gives them their own link and chases whoever has not replied.

8 templates78 requestsWritten for cleaning companies

Start freeFree for 14 days, no card.
Your kit

Eight templates for cleaning companies

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new contract customers · before the first clean12 requests12 requests
New customer starter checklistNorthgate Dental Surgery · evening clean9 of 12 back
  • The site
  • FormSite and accounts details8 questionsAssigned to ACAlison Crane, office managerFrom Karenin 2 daysComplete
  • UploadFloor plana sketch or photo is fineAssigned to ACAlison Crane, office managerFrom Karenin 3 daysComplete
  • QuestionBins and waste collectionwhere and which dayAssigned to ACAlison Crane, office managerFrom Karenin 3 daysReady to check
  • QuestionRooms we should not enterlabs, safes, server roomsAssigned to ACAlison Crane, office managerFrom Karenin 3 daysReady to check
  • Access and safety
  • DecisionHow we get inkey, fob, code or let inAssigned to ACAlison Crane, office managerFrom Karenin 3 daysComplete
  • QuestionFire exits and assembly pointwhere our team should goAssigned to ACAlison Crane, office managerFrom Karenin 4 daysAwaiting reply
  • QuestionKnown hazards on sitespills, stairs, chemicalsAssigned to ACAlison Crane, office managerFrom Karenin 4 daysReminder sent
  • The contract
  • DecisionCleaning windowearly, daytime or eveningAssigned to ACAlison Crane, office managerFrom Karenin 5 daysComplete
  • TableCleaning schedulearea, day and timeAssigned to ACAlison Crane, office managerFrom Karenin 5 daysReady to check
  • DecisionToilet rolls and soapyou buy or we supplyAssigned to ACAlison Crane, office managerFrom Karenin 5 daysReady to check
  • ApprovalCleaning specificationread and approveAssigned to ACAlison Crane, office managerFrom Karenin 6 daysComplete
  • ApprovalContract and termsread and approveAssigned to ACAlison Crane, office managerFrom Karenin 7 daysAwaiting reply
Staff starter checklistfor new cleaners · before their first shift12 requests12 requests
Staff starter checklistEwa Jankowska · cleaner9 of 12 back
  • Who you are
  • QuestionRight to work share codenine charactersAssigned to EJEwa Jankowska, cleanerFrom Karenin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to EJEwa Jankowska, cleanerFrom Karenin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to EJEwa Jankowska, cleanerFrom Karenin 4 days1 file sent
  • QuestionEmergency contactname and numberAssigned to EJEwa Jankowska, cleanerFrom Karenin 4 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to EJEwa Jankowska, cleanerFrom Karenin 4 daysComplete
  • QuestionNational Insurance numberone lineAssigned to EJEwa Jankowska, cleanerFrom Karenin 4 daysAwaiting reply
  • ApprovalEmployment contractread and approveAssigned to EJEwa Jankowska, cleanerFrom Karenin 5 daysReminder sent
  • ApprovalConfidentiality and key rulesread and approveAssigned to EJEwa Jankowska, cleanerFrom Karenin 5 daysComplete
  • Site and safety
  • DecisionShift patternearly, evening or splitAssigned to EJEwa Jankowska, cleanerFrom Karenin 5 daysReady to check
  • QuestionUniform and glove sizestop, trousers, glovesAssigned to EJEwa Jankowska, cleanerFrom Karenin 5 daysReady to check
  • ApprovalCOSHH and chemical briefingread and approveAssigned to EJEwa Jankowska, cleanerFrom Karenin 6 daysComplete
  • UploadDBS certificateif your site needs oneAssigned to EJEwa Jankowska, cleanerFrom Karenin 7 daysAwaiting reply
Key holder and access packfor customers and site managers · before we hold your keys10 requests10 requests
Key holder and access packRiverside Business Centre · keys8 of 10 back
  • Keys and fobs
  • FormKey holder details6 questionsAssigned to MHMartin Holt, site managerFrom Karenin 2 daysComplete
  • TableKeys and fobstag, door and holderAssigned to MHMartin Holt, site managerFrom Karenin 3 daysComplete
  • QuestionSecond key holdername and numberAssigned to MHMartin Holt, site managerFrom Karenin 3 daysReady to check
  • ApprovalKey handling agreementread and approveAssigned to MHMartin Holt, site managerFrom Karenin 4 daysReady to check
  • Alarm and locking up
  • FormAlarm and lock-up5 questionsAssigned to MHMartin Holt, site managerFrom Karenin 4 daysComplete
  • QuestionAlarm call-out contactname and numberAssigned to MHMartin Holt, site managerFrom Karenin 4 daysAwaiting reply
  • DecisionIf staff are still inwork round or come backAssigned to MHMartin Holt, site managerFrom Karenin 5 daysReminder sent
  • On site
  • UploadPhoto of the cleaning storeshelves, sink and socketAssigned to MHMartin Holt, site managerFrom Karenin 5 daysComplete
  • QuestionParking for our teamcar park, permit or roadAssigned to MHMartin Holt, site managerFrom Karenin 5 daysReady to check
  • ApprovalContractor site rulesread and approveAssigned to MHMartin Holt, site managerFrom Karenin 6 daysReady to check
COSHH and chemicals checkfor site supervisors · every year, and when a product changes9 requests9 requests
COSHH and chemicals checkNorthgate Dental Surgery · COSHH file7 of 9 back
  • Products in use
  • TableProducts used on siteproduct, size, where keptAssigned to DFDanielle Foster, supervisorFrom Karenin 3 daysComplete
  • UploadSafety data sheetsone for every productAssigned to DFDanielle Foster, supervisorFrom Karenin 5 daysComplete
  • UploadPhoto of the chemical storelabels and lock visibleAssigned to DFDanielle Foster, supervisorFrom Karenin 5 days1 file sent
  • Risk assessments
  • UploadCOSHH risk assessmentssigned and datedAssigned to DFDanielle Foster, supervisorFrom Karenin 7 days2 files sent
  • UploadLone working assessmentfor early and late shiftsAssigned to DFDanielle Foster, supervisorFrom Karenin 7 daysComplete
  • ApprovalCOSHH policyread and approveAssigned to DFDanielle Foster, supervisorFrom Karenin 8 daysAwaiting reply
  • Your team
  • TableTeam COSHH trainingname and training dateAssigned to DFDanielle Foster, supervisorFrom Karenin 10 daysReminder sent
  • TablePPE and equipment issueditem, who and dateAssigned to DFDanielle Foster, supervisorFrom Karenin 10 daysComplete
  • QuestionSpills or skin reactionsany since the last checkAssigned to DFDanielle Foster, supervisorFrom Karenin 12 daysReady to check
Supplier setupfor suppliers · before the first order9 requests9 requests
Supplier setupBrightwater Cleaning Supplies · new supplier7 of 9 back
  • Their details
  • FormSupplier details6 questionsAssigned to GKGraham Kerr, account managerFrom Karenin 3 daysComplete
  • UploadTrade price listcurrentAssigned to GKGraham Kerr, account managerFrom Karenin 4 daysComplete
  • TableProduct codes we will ordercode, size and packAssigned to GKGraham Kerr, account managerFrom Karenin 5 daysReady to check
  • Delivery
  • QuestionMinimum orderand delivery chargesAssigned to GKGraham Kerr, account managerFrom Karenin 5 daysReady to check
  • QuestionDelivery daysand cut-off timeAssigned to GKGraham Kerr, account managerFrom Karenin 5 daysComplete
  • DecisionDelivery to depot or sitepick oneAssigned to GKGraham Kerr, account managerFrom Karenin 5 daysAwaiting reply
  • Safety and terms
  • UploadSafety data sheetsevery product we buyAssigned to GKGraham Kerr, account managerFrom Karenin 7 daysReminder sent
  • UploadProduct liability insurancecurrent certificateAssigned to GKGraham Kerr, account managerFrom Karenin 7 daysComplete
  • ApprovalTrade termsread and approveAssigned to GKGraham Kerr, account managerFrom Karenin 8 daysReady to check
Quality visit follow-upfor contract customers · after each monthly inspection8 requests8 requests
Quality visit follow-upNorthgate Dental Surgery · monthly visit6 of 8 back
  • How we did
  • DecisionHow did we dogreat, fine or needs workAssigned to ACAlison Crane, office managerFrom Karenin 2 daysComplete
  • QuestionAnything we missedroom and whatAssigned to ACAlison Crane, office managerFrom Karenin 3 daysComplete
  • UploadPhotos of anything misseda photo is fineAssigned to ACAlison Crane, office managerFrom Karenin 3 days1 file sent
  • QuestionWhat went wellone lineAssigned to ACAlison Crane, office managerFrom Karenin 3 daysReady to check
  • Next visit
  • QuestionChanges to the sitenew rooms or layoutAssigned to ACAlison Crane, office managerFrom Karenin 4 daysComplete
  • QuestionChanges to opening hoursholidays or eventsAssigned to ACAlison Crane, office managerFrom Karenin 4 daysAwaiting reply
  • DecisionDeep clean wantedthis month, next or laterAssigned to ACAlison Crane, office managerFrom Karenin 5 daysReminder sent
  • ApprovalAgreed actionsread and approveAssigned to ACAlison Crane, office managerFrom Karenin 6 daysComplete
School and care site checksfor school and care cleaners · before the first shift on site9 requests9 requests
School and care site checksSunita Sharma · Oakfield Primary7 of 9 back
  • Checks
  • UploadDBS certificatephoto of the current oneAssigned to SSSunita Sharma, cleanerFrom Karenin 3 daysComplete
  • QuestionDBS certificate numbertwelve digitsAssigned to SSSunita Sharma, cleanerFrom Karenin 3 daysComplete
  • DecisionOn the DBS Update Serviceyes, no or applyingAssigned to SSSunita Sharma, cleanerFrom Karenin 3 daysReady to check
  • UploadPhoto ID for the site passpassport or licenceAssigned to SSSunita Sharma, cleanerFrom Karenin 4 days2 files sent
  • UploadPassport-style photofor the site passAssigned to SSSunita Sharma, cleanerFrom Karenin 4 daysComplete
  • References
  • TableTwo refereesnames and contactsAssigned to SSSunita Sharma, cleanerFrom Karenin 5 daysAwaiting reply
  • QuestionGaps in work historylast five yearsAssigned to SSSunita Sharma, cleanerFrom Karenin 5 daysReminder sent
  • On site
  • ApprovalSafeguarding briefingread and approveAssigned to SSSunita Sharma, cleanerFrom Karenin 6 daysComplete
  • ApprovalSite rules and dress coderead and approveAssigned to SSSunita Sharma, cleanerFrom Karenin 6 daysReady to check
Yearly insurance and safety packfor the business · each year, before renewal9 requests9 requests
Yearly insurance and safety packFernhill Cleaning · yearly pack7 of 9 back
  • Insurance
  • UploadPublic liability insurancecurrent certificateAssigned to PHPaula Hughes, directorFrom Karenin 7 daysComplete
  • UploadEmployer’s liabilitycurrent certificateAssigned to PHPaula Hughes, directorFrom Karenin 7 daysComplete
  • UploadLoss of keys coverpolicy schedule pageAssigned to PHPaula Hughes, directorFrom Karenin 8 days1 file sent
  • UploadVan insuranceif you run vansAssigned to PHPaula Hughes, directorFrom Karenin 8 days2 files sent
  • Safety and people
  • UploadSafety accreditationCHAS or SafeContractorAssigned to PHPaula Hughes, directorFrom Karenin 10 daysComplete
  • UploadRisk assessmentsfor your main tasksAssigned to PHPaula Hughes, directorFrom Karenin 10 daysAwaiting reply
  • ApprovalHealth and safety policyread and approveAssigned to PHPaula Hughes, directorFrom Karenin 12 daysReminder sent
  • TableTeam training recordname, course and dateAssigned to PHPaula Hughes, directorFrom Karenin 12 daysComplete
  • QuestionAccidents this yearyes or no, then detailsAssigned to PHPaula Hughes, directorFrom Karenin 14 daysReady to check

Written for cleaning companies. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each site and each cleaner

Customers, site managers and cleaners answer from their phones, with no account or password to forget.

Sheets and certificates in one list

COSHH sheets, DBS certificates and insurance arrive together, each with the date it came in.

Reminders go out for you

Docsroom chases whoever has not replied until each one is in, so the office stops ringing round.

Not quite you?

Type your kind of work. If we have its kit, it opens straight away. If not, we write one with AI or show the closest we have.

Or see every kit and the solutions.

More kits like this

Electricians8 templates · 80 requestsLandscapers and gardeners7 templates · 75 requestsPainters and decorators8 templates · 76 requests

Send your first new customer starter checklist today.

Free for 14 days, no card. Build it as it is written above and see what comes back.

Start freeBook a walkthrough