Title Page
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
Week One Tasks. Do be completed before the end of the trainee's first week in the system.
JIMBO If trainee does not have an ipad, then training to be undertaken on their PC in their home.
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Trainee Demonstrates THREE quotes, changes them to invoices and mark them as paid
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Trainee is able to add a new client
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Trainee can add a new schedule and modify it
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Trainee is able to modify items in JIMBO to ensure that they are doing a full, itemised quote
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Trainee has emails set up correctly to send invoices to clients
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Ensure bank account details, ABN and Logo are set up on JIMBO
Finding Work
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Check in with trainee that they have undertaken all tasks of week 1 of the 13 week plan and provide assistance if required. All items to be completed.<br>
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Completed 10 point plan for week 1 is sent through to trainer.
WEEK 2
FINDING WORK
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Trainee has sent through completed week 2 of the 10 point plan to the trainer
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All tasks on week 2 of the 13 week plan completed and samples forwarded to trainer.
CLEANING FOLLOW UP
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Trainer to attend a job being undertaken by trainee
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Check the trainee's quote for the job and ensure that it was completed appropriately.
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Observe the trainee cleaning the bathroom and ensure that appropriate chemicals, cloths and processes are being utilised
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Observe the trainee cleaning the kitchen and ensure that appropriate chemicals, cloths and processes are being utilised
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Observe the trainee dusting and ensure that appropriate chemicals, cloths and processes are being utilised
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Observe the trainee vacuuming and ensure that the straps are adjusted correctly and that the job is being carried out appropriately
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Observe the trainee undertaking the mopping. Ensure that it is being carried out appropriately.
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Check the franchisee's vehicle to ensure that chemicals are stored correctly, that the MSDS is with the chemicals
