Task Schedule Builder
Internal Sales Tool — ServiceMaster Commercial Cleaning
INTERNAL
Step 1 of 8
What type of facility is this?
General Commercial
Offices, mixed-use, multi-purpose
Healthcare
Medical offices, clinics, urgent care
Industrial / Manufacturing
Shop floor, offices, break areas
Education / School
K-12, classrooms, gym, cafeteria
Fitness / Gym
Workout floors, studios, locker rooms
Childcare / Daycare
Play areas, nap rooms, high-sanitation
Churches / Worship
Sanctuary, fellowship hall, classrooms
Veterinary Clinic
Exam rooms, treatment, kennels
Auto Dealership
Showroom, service bay, customer lounge
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Upload a PDF this tool created to rebuild and edit it.
Step 2 of 8
What services are being provided?
Standard Janitorial
After-hours cleaning crew
Janitorial + Day Porter
Overnight crew plus daytime presence
Step 3 of 8
How often will services be performed?
1x / week
2x / week
3x / week
4x / week
5x / week
6x / week
7x / week
Timing
After hours
Before hours
During hours
Step 4 of 8
Tell us about this account
Just talk. Describe the building, the spaces, anything the customer mentioned, special requests, concerns, hotspots. Don't worry about format — Claude will sort it out.
Step 5 of 8
Review spaces
Claude pre-filled these based on your notes. Toggle any off and add anything missing.
Step 6 of 8
Review tasks
Standard tasks are pre-loaded. AI-suggested additions are marked ✦ AI. Uncheck anything that doesn't apply, or tap a frequency badge to change it.
Step 7 of 8
Priority Service Notes
Claude captured these from your account notes. Add anything else or remove what doesn't apply.
Step 8 of 8
Customer information
Complete
Task Schedules Ready
v3.4