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Job Brief Builder

Internal Sales Tool — ServiceMaster Commercial Cleaning

INTERNAL
Picked up where you left off — your earlier draft was restored. Use Start a New Brief (step 3) or clear the box to start fresh.
Step 1 of 3
Tell me about the project job you sold.
Hit Dictate and just talk, or type. Keep the checklist in view while you go so nothing gets missed. The AI will catch what you skip and ask.

Cover these while you talk

  • Services — which of our services this job is (one or several)
  • Where — what's happening where in the building, for each service
  • Service notes — hotspots, pre-testing results, anything non-standard about method or chemicals
  • Access — keys? alarm codes? which door to use, where to park
  • Timing — mandatory start time, flexible window, or done-by deadline
  • Contacts — customer contact and phone, anyone on site
  • Special instructions — call someone on arrival, don't touch this, move that
Have the Proposify proposal? Upload the PDF and the AI will pull scope, customer, and contact details from it.
Step 2 of 3
Here's what I caught. Fill in what's missing.
Required items are flagged. Answer in plain language — voice-to-text works here too.

Anything else to add?

Step 3 of 3
Paste this into the Zuper Job Description.
Edit anything below before you copy. Set the fields Zuper asks for separately — category, labor budget, job amount, franchise.
Appends a Spanish version below the English for the crew. Names, phone numbers, and codes stay as-is.
v1.3