Table of Contents
Purpose
In this article, we'll be talking about using Site Audits, specifically setting up Site Audits in Administration. Here, we will understand the concepts of building Site Audits and how to build them.
Understanding Site Audit Types and Categories
Site Audit Types
Site Audit Types are the different reasons or ways that your company may do inspections at a customer's job site. Reasons can include:
Checking the quality of a site based on a customer issue
Reviewing work done by a new hire as part of their training program
Pointing out additional issues on the property, beyond current services, as a way to upsell enhancements
Evaluating the compliance of cleaning procedures
Ensuring that performance meets the required industry benchmarks for hygiene and safety
They can also be split by types of work:
General Landscape
Irrigation Check
Install Inspection
Commercial Clean Quality Inspection by Room/Area
Post-Construction Cleaning
Health & Safety Compliance
Categories
Categories are the individual considerations that are scored within the overall site audit. For instance, if a Site Audit Type of General Landscape was created, then a few categories that could be audited are Turf, Shrubs, Hardscape, and Edging.
For Commercial Clean, you may structure your categories by room such as Offices, Restrooms, etc., or by surface area such as Floors, Tile Walls, etc.
Bringing It Together
The relationship between Site Audit Types and Categories is shown below:
Generic Example | Green Example | Clean Example |
|
|
|
Training Video
Sections