If you clean medical practices, surgeries, or any site with strict compliance requirements, you’ll know the problem: a clean site isn’t enough on its own. Clients want proof. They want to see, in black and white, that every area of their building is hitting the standard they’re paying for, and they want to know about problems before they become complaints.
That’s exactly what our built-in audit and checklist tools are designed for.
Room-by-room, item-by-item
Every site is different, so every audit checklist is built around your client’s actual space. Instead of one generic pass/fail per visit, each area of the building (consulting rooms, waiting rooms, WCs, corridors, treatment rooms, wherever matters to that site) gets its own list of specific checklist items.
Door handles. Work surfaces. Waste bins. Sink and tap condition. Whatever your audit covers, each line is rated individually, not lumped together. That’s what turns a walk-through into something a client can actually read and trust.
Red, amber, green, and a score that means something
Each checklist item is rated red, amber, or green on the day. Behind the scenes, every rating carries a points value, and the audit rolls up into a single percentage score for the visit.
You control the weighting. Want green to be full marks, amber to be half, and red to score nothing? That’s the default. Want something stricter for a clinical site? Change the numbers, no rebuild required. Same goes for the pass threshold itself: set it at 95%, 98%, whatever your contract with that client specifies, and the report shows clearly whether the site cleared it.
A photo and a comment where it matters
Here’s the part clients notice most: any item that isn’t rated green requires a photo and a comment before the audit can be submitted. Not optional, not an afterthought. Required.
That means every amber or red rating comes with visual proof and a written note on exactly what was found and what’s being done about it. It’s a genuine communication tool between your office, your client, and the cleaner on site, not just a box-ticking exercise. No more “it says amber but what does that actually mean?” conversations.
A report your client can keep
Once an audit’s complete, it’s signed off and available as a clean, professional PDF, ready to send straight to the client or keep on file for your own compliance records. Score, breakdown by area, every rated item, every photo, every comment, all in one document.
For clients in regulated environments especially, that’s not a nice-to-have. It’s the paper trail that shows due diligence.
Built for how you already work
This isn’t a separate audit app bolted onto the side of your scheduling software. It’s part of the same platform you’re already using to manage jobs, staff, and client communication, so an audit checklist is just another form your team fills out on their phone, on site, like anything else.
If you’re currently juggling a separate audit tool, a spreadsheet, or a paper checklist alongside your scheduling software, it might be worth seeing how much simpler this makes things.
Want to see it against your own site’s requirements? Start your 28-day free trial and see it for yourself.