We are a cleaning company. Most times it is the question on the basement. Do we clean the basement?
We changed our booking sheet for the sales rep to ask this question and also make sure we add it to the job notes for the team.
Judith, I like how specific your fix is. “Do we clean the basement?” sounds like a small detail until the team arrives and the customer expects it to be included. Adding it to both the booking sheet and the job notes makes sense.
Your example gives us a useful question to consider in our work at https://lacy.ai: is recording what’s excluded just as useful as recording what’s included? Do you put “basement not included” in the notes when the answer is no?
