How to Create a Procedures Manual for Your Cleaning Company

While most companies have specific policies and ayour bookkeeper is responsible for paying sales tax
printed procedure manual written up for employees toshe should write down all relevant information including
follow, your cleaning business may have started on awhen to send in the taxes, where it goes, who she or
part-time basis with you doing everything. Most likely,he calls if there are questions. Keep your manual
nothing was put in writing. With many different tasksconsistent by creating a simple template that you use
pulling you in a thousand directions, putting yourfor all of your procedures. Following is an example for
procedures down into writing has most likely not madethe format of a section:1. Date Updated:
it to the top of your "to do" list. But what happens_________________2. Updated by:
when you want to go on a vacation? Or if you___________________3. Procedures Required
become sick or injured? Having a written policy andto
procedures manual for your cleaning business means4. List step-by-step proceduresA filled out page might
your business can keep running if you do become sicklook something like this:Date Updated: 9/15/06Updated
or injured or if you decide to take some much neededby: John JonesProcedures Required to
time off.So how do you go about writing down theCheckVoicemail.- Call 555-5555- Press the # key to
procedures you do to keep your business running?stop the message- Enter code: 9156- Listen to
Start off by realizing this is an important task to takemessages- Press 3 to delete message, press 7 to
on. Following are a few tips to help you create asave messageListed below are additional items that
procedures manual for your cleaning business:1. Don'tyou will probably want to include in your cleaning
try to sit down and write out your manual in one sitting.business' procedures manual. This is just a general list.
You will get discouraged and most likely set theOne of your first steps in putting together your own
document aside and never get back to it. You do notmanual will be to decide what information you need to
have to tackle this project all at once. Instead, setinclude.- Important contact information.- Customer
aside a block of time every day or once a week tocontact information and contract information.- Account
work on your manual.2. Set up your manual as anumbers and passwords.- Vendor lists.- Legal
Microsoft Word document and password protect it.information- Type of business entity, important account
Microsoft Word is an easy program to work with andnumbers.- Computer procedures, software and
allows you to easily make changes. By passwordproduct ID's, back-up systems.- Website designer,
protecting the document it will not be accessible towebsite host and registrar for domain names.-
anyone else. Just make sure you share the passwordBookkeeping procedures.- Procedures for paying
with a spouse or trusted assistant in case somethingtaxes.- Payroll procedures.- Employee evaluation
happens to you.3. Start by putting basic information intoprocedures.- Where to find equipment warranties and
your manual. This is the information that you needed toservice information. Information on your safety
get your cleaning business up and running and isprogram including where to find MSDS sheets.The
probably scattered about your office in numerouseasiest way to begin putting together your manual is to
documents. Some of the information you'll want tomake a list of all the things that you and others do for
document include: your business address, e-mail, phoneyour cleaning company that need to be documented. If
number, fax number, your attorney's name andyou can delegate some of these items to others then
address, accountant's name and address, bankdo so! That will make your job all that much easier. Put
account information, Employee Identification Numbertogether a template that works for your cleaning
(EIN), sales tax number and credit card information.4.business and then start filling in the blanks. Before you
When you are working on specific tasks for yourknow it, your manual will be completed. Print it off and
business, whether that be sending out billings, makingput it into a three-ring binder so you can use it as a
sales calls, etc., write down your procedures. If therereference. Then if for some reason you cannot work
are particular tasks that have to be done regularly, oror if you decide to finally take that vacation there will
other tasks you feel are important to the business,be procedures in place so your cleaning business can
make sure you document the procedures,run efficiently in your absence.Copyright (c) 2006 The
step-by-step. You can even dictate the specificJanitorial StoreSteve Hanson is co-founding member
procedures into a tape recorder and have thoseof The Janitorial Store (TM), an online community that
transcribed.5. If you have other people helping you,offers weekly tips, articles, downloads, discussion
such as an assistant, bookkeeper, or salesperson,forums, and more for anyone who would like to learn
have them document what they do. For instance, ifhow to start a cleaning business.