Free ServiceM8 commercial cleaning checklist form

Why one form covers three frequencies

A cleaning contract usually mixes daily, weekly and monthly tasks in the same rooms: bins and floors every visit, grout and vents once a month. Building that as three separate ServiceM8 Forms means three form names to remember, three PDFs scattered through the job diary, and a cleaner who has to pick the right one before starting. This form keeps every task in one place, grouped by room, with the frequency written into the task label itself.

The Service type for this visit question at the top does the sorting. A cleaner rostered on a Tuesday afternoon selects Weekly service, works through the rows, and marks anything outside that frequency as Not required today rather than skipping it, so the client sees the full scope of the contract on every PDF, not just what happened that day.

Why photo proof lives per room, not per task

Commercial cleaning disputes are almost always about a specific area, not a specific task, so the photo sits at the end of each room section rather than after every checkbox. That keeps the form quick to complete: four required photos per visit instead of thirty, one per room, taken once the whole section is ticked off. If a client queries the reception area, the job diary has a timestamped photo of exactly that space from that visit.

Setting it up against Recurring Jobs, not a single job

Because ServiceM8 Forms cannot branch on an earlier answer, the practical setup is three Recurring Jobs against the one client and job type, one on each pattern, all pointing at this same form. The Recurring Jobs add-on creates each occurrence automatically from the job template a set time ahead of its date, so the office is not manually booking a cleaner in every week. The cleaner still only fills in one form; the recurrence pattern just decides which visits happen and when, and the Service type question tells them what to focus on once they arrive.