Put the instructions side by side
For office O-12, the accepted offer lists weekly washroom and kitchen cleaning, with hard floors mopped every second visit. The job card says to mop those same hard floors every visit.
The client later wrote, 'Could you mop the hard floors every week?' The message is a request. In the supplied records, there is no response confirming a change to the offer.
Prepare a work card with the question visible
A useful draft can retain the agreed washroom and kitchen tasks while flagging the hard-floor frequency for the owner. It should name the offer, job card and client message so the difference is easy to check.
Until the owner resolves the conflict, the draft does not present weekly mopping as a newly agreed change. It gives the owner a specific question to discuss with the client.
Confirm the scope before handing it to the crew
The owner reviews the records and decides to clarify the frequency and any effect on the offer with the client. The crew receives an updated instruction through the company's usual process after that decision.
A clean handoff should say which tasks are included, how often they are done and which version the crew should use. The owner can also note when the new instruction takes effect.
Questions you may have
Which document wins when the job card and offer conflict?
The example does not settle that automatically. The owner checks the records and confirms the intended scope.
Is the client's message already an agreed change?
It is a request in the supplied record. The example contains no reply confirming the change.
Does a prepared work card show the cleaning was completed?
No. Completion needs its own record from the people carrying out and checking the work.
Sources and further reading
- Checklists
Jobber describes attaching checklists to jobs or visits.
See how the assistant can help prepare work. Access may need to be arranged.
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