Program setup
Set the ground rules before the first visit.
Agree on who can request work, who approves it and how additional scope will be handled. Share purchase-order procedures, vendor onboarding requirements and any client portal needs before service begins.
For each property, establish the address, building use, service priorities and site contact. Include operating hours, tenant notifications, access instructions and restricted areas.
Define the records your team needs, such as site references, work descriptions, photographs and completion information. Confirm reporting and invoicing requirements as part of the proposed arrangement.