The Daily Reset - Survey and Clients

Surveys

✓1. Client and property

Arriving "Thanks for having me over. Shall we have a quick walk round together and you can tell me how you use each room?" Let them lead the tour. People relax when they are hosting.

Client name

Phone

House number or name

Postcode

Survey date

Property type

Storeys

Frequency requested

Weekly Fortnightly Monthly One-off

✓2. Access, parking and safety

Agreeing access "How would you like me to get in on cleaning days? Whatever works best for you, we will agree it now and stick to it."

Record exactly what was agreed, in the client's own words. This is what gets referred back to if there is ever a question about access.

Access arrangement agreed

Anyone home during cleans?

Usually home Sometimes Usually out

Parking

Carry distance

Alarm on site

Hazards noted

Steep or awkward steps Trip hazards Visible damp or mould Signs of pests Poor lighting Other - see notes

Access and safety notes

✓3. Household

Dogs

Cats

Other pets

Pets during the clean

Free roaming Shut in a room Out of house No pets

Pet hair through the property

None Light Moderate Heavy

Children (ages)

Smokers

Allergies or product preferences

✓4. Water and general condition

Limescale level

None Light Moderate Heavy

General standard on arrival

Well kept Average Neglected Deep clean first

On site

Vacuum available Mop and bucket available Client products requested Hot water and power confirmed

✓5. Rooms

Asking about clutter "Walk me through a normal week for this room. Is it usually like this, or have you tidied for me?" Score a normal week, not today.

The camera button attaches photos to whichever room is open.

✓6. Priorities and exclusions

What matters most to the client

Areas or items to avoid

Raising fragile items "Is there anything precious or sentimental you would rather I worked around carefully, or did not touch at all? Better I know now."

Fragile items the client pointed out

Confirming exclusions "So you know exactly what is included: I do not do the inside of ovens or fridges, external windows, or carpets. I focus on making the whole house feel reset every visit."

Tick each one as you say it out loud. This is what prevents a dispute later.

Internal oven cleaning excluded Inside-fridge cleaning excluded Changing bed linen excluded External windows excluded Carpet cleaning excluded Work at height excluded Commercial cleaning not offered

✓7. Estimate and pricing

Internal working only. Never shown to the client.

Leaving without quoting "I never guess prices on the doorstep. I will work it out properly tonight and email you a written fixed price. That number never changes once you have it."

Rate (£/hr)

Setup (mins)

First clean (%)

The quoted price, first-clean price and reasoning are set on the Quote page after the survey.

Prepare quote

How the estimate was worked out

Computed estimate

The tool's own number, frozen at survey completion so we can measure accuracy over time.

Your pricing

Regular clean price (£)

First clean price (£)

If different from computed, why?

Reasoning / notes (internal)

Include first-clean price in the client email

Payment link

Stripe payment link

Client decision

When you hear back — on the day or later.

Personal notes (kept on the client record)

Menu

Go to

Backups

Connections

Demo data

Settings

Surveys

Pending quotes

Sent quotes

Clients

Prepare quote

Client decision

Client

Visits

Clean checklist