Adorably Clean Field Technician On-Site Runbook

Version: 1.0
Effective Date: July 8, 2025
Prepared By: Adorably Clean Operations
Location: Greater Toronto Area & Surrounding Regions

✨ Purpose

This runbook provides step-by-step instructions to ensure consistent, professional, and thorough service delivery while on a customer site. It includes procedures for customer interaction, service execution, documentation, and post-job reporting.

✅ On-Site Process Checklist

1. 🕐 Arrival & Check-In

• Arrive on time in Adorably Clean-branded uniform.
• Park respectfully—do not block driveways, sidewalks, or fire hydrants.
• Review job notes and services requested in the technician app or printed sheet.

2. 🙋 Customer Introduction

• Politely greet the customer: “Hi, I’m [Your Name] from Adorably Clean. I’ll be taking care of your [window/gutter/vent/solar] cleaning today.”
• Confirm service details and any special instructions.
• Let the customer know you’ll begin with a property walkthrough and water pressure reading.
• Locate water and power sources that you can use
• Confirm they have removed all screens that may interfere with cleaning. It is expected that customers remove the screens themselves.
  • If a customer insists that Adorably Clean do the removal, inform them there is a risk of damage, even though staff will exercise extra care. Have them sign the waiver before removing any screens.

3. 📸 Initial Walkthrough & Photo Documentation

Objective: Document the property’s current condition before work begins.

Post to the group chat: Date, Time, Address. Type “Before pictures and post the following to the group chat:

Take clear, well-lit “Before” photos of:

• All exterior windows (wide + close-up)
• All gutters, eavestroughs, and downspouts —
  ✅ Required even if gutter cleaning is not scheduled
• Dryer vent exterior (side/rear wall or soffit) —
  ✅ Required even if dryer vent cleaning is not scheduled
• Any visible damage, debris, or hazards
• Surrounding property (e.g., patios, decks, walkways) for liability

📝 If clogged gutters or a blocked vent are noticed, flag them for the report and inform the customer — this can lead to upsell or preventive advice.

4. 💧 Water Pressure Measurement

• Measure outdoor water pressure using the provided gauge.
• Record PSI value in group chat

5. 🧹 Gutter & Downspout Cleaning

• Follow safety procedures for ladders and roof access.
• Remove debris, rinse where appropriate, and inspect downspouts.

Photo Requirements:

• “Before” and “After” shots of all gutter lines and downspouts
• Any blockages or defects found

6. 🪟 Window Cleaning

• Confirm whether exterior, interior, or both are scheduled.
• Ask for safe access to interior windows (if applicable).
• Move furniture respectfully, and return it post-cleaning.

Photo Requirements:

• “Before” and “After” for each window section

7. 🌀 Other Services (As Ordered)

Note: The following inspections are required even if not ordered.

🔍 Gutter & Downspout Inspection (Always Required)

• Inspect and photograph all gutters/downspouts for visible:
  • Blockages
  • Overflows
  • Loose hangers or seams
  • Organic growth (moss, plants)
• Log any findings in the Job Report.

🔍 Dryer Vent Inspection (Always Required)

• Photograph exterior vent cap.
• Look for signs of:
  • Lint buildup
  • Bent/flimsy duct covers
  • Rust or corrosion
  • Bird/rodent nesting
• Note concerns in the Job Report and notify the client if necessary.

8. 👣 Final Walkthrough with Client

• Show customer before/after results.
• Explain any challenges encountered (e.g., blocked downspout).
• Ask if they’re happy with the service.
• Record any feedback in the app or notes.

9. 📬 Flyer Distribution (Required)

• Distribute 10–15 flyers to homes in each direction from the job site.
• Prioritize direct neighbours.
• Place neatly on door handles or in mailboxes (non-Canada Post only).
• Be courteous—avoid trespassing or entering gated properties.

10. 📝 Job Report Submission (Required)

After completing the job, submit a Job Report via the group chat.

Include:

• ✔️ Summary of Work Completed
• ⚠️ Major Issues Encountered (e.g., blocked downspouts, brittle seals)
• 📣 Whether the Client Was Informed
• 💧 Water Pressure Reading
• 😊 Customer Satisfaction Rating (1–10)
• 🗒️ Additional Notes/Follow-up Needed

🚨 Job Report must be completed before marking the job as “Complete.”

📋 Summary Checklist

☎️ Emergency Contacts

• On-Call Supervisor: Nik
• Office Line: 647.875.1875
• In Case of Emergency: 911

📌 Brand Note:

We are Adorably Clean — precision cleaning with a friendly face. Every job you complete is a reflection of our reputation. Let’s keep it adorable!