Transition and Training Schedule

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Employee On boarding

• I-9, Quickbooks

  Yes

  No

  N/A

• Order Business Cards

  Yes

  No

  N/A

• Start date set up in Schedulicity

  Yes

  No

  N/A

• Operating Hours

  Yes

  No

  N/A

• Service menu offering (client and internal setup)

  Yes

  No

  N/A

Meet Paul and Trish

Technical Data

• Setup Austin@FW.com email account

  Yes

  No

  N/A

• Dropbox - user name change

  Yes

  No

  N/A

• Schedulicity setup and process

  Yes

  No

  N/A

• Google Voice setup and process

  Yes

  No

  N/A

• Square setup and process

  Yes

  No

  N/A

• Other iPad Apps

  Yes

  No

  N/A

• Bank deposits, US Bank app, credit card

  Yes

  No

  N/A

• Procurement of products, logins, ordering

  Yes

  No

  N/A

• Gift card process

  Yes

  No

  N/A

Insurance

• All state- Remove Ryan effective 4/12, add Austin effective immediate

  Yes

  No

  N/A

• Work comp - submit Austin, remove Ryan effective 4/12, Contact info

  Yes

  No

  N/A

Marketing

• Vail Daily

  Yes

  No

  N/A

• Google, Yelp - ALL online info

  Yes

  No

  N/A

Cleaning Procedures

• SOP review

  Yes

  No

  N/A

• Report card done on Guillermo by Austin

  Yes

  No

  N/A

• Test run 1

  Yes

  No

  N/A

• Test run 2

  Yes

  No

  N/A

• Mobile Detail Test Run 1

  Yes

  No

  N/A

• Mobile Detail Test Run 2

  Yes

  No

  N/A

Client Introductions

• All necessary repeat clientele (eg Grisham)

  Yes

  No

  N/A

• All necessary Property Managers

  Yes

  No

  N/A

Staffing

• Mountain Temps info

  Yes

  No

  N/A

• W-2 workers contact list

  Yes

  No

  N/A

• Time sheets

  Yes

  No

  N/A

Wrap Up

• Password List to PH

  Yes

  No

  N/A

• Key handover to Austin

  Yes

  No

  N/A

• FW items submitted to PH (4/11)

  Yes

  No

  N/A