CarpetBossPro Blog — Tech App

The Carpet Cleaning Checklist in the Tech App, Step by Step

Good carpet techs already follow a routine. They walk the job, move the small stuff, vacuum, pre-treat, clean, groom and walk it again. The trouble is not that they do not know the steps. It is that on the sixth house of a long day, a step gets skipped, and the customer notices. The carpet cleaning checklist in CarpetBossPro puts the routine on the phone, in order, so every job gets the same care as the first one of the morning.

Where the Checklist Fits

Before the checklist, the tech reads the card and the history, covered in Past Notes on the Phone: What the Last Carpet Tech Learned at This House. After tapping Start, the checklist is where the job happens.

The checklist is built around the job. It knows what was sold, so it shows the steps that apply and hides the ones that do not. When the tech finishes, the office sees the completed checklist on the job.

The Steps, in Order

Here is the full checklist as it appears on the tech's phone:

1. Walk-through with the customer. Confirm the rooms, look at the stains and set expectations.
2. Small furniture moved. Chairs, end tables, toys and whatever else is on the floor.
3. Pre-vacuumed. Dry soil comes out before any cleaning starts.
4. Pre-treated traffic lanes. The paths people walk every day.
5. Spots and stains treated. The specific marks found during the walk-through.
6. Pet odor treatment. Only when it is on the job.
7. Carpet cleaned. Using the method on the job card.
8. Upholstery, area rug or tile cleaned. Only the ones on the job.
9. Stain protector or deodorizer. Only when on the job.
10. Carpet groomed. So it dries evenly and looks finished.
11. Furniture back on blocks or tabs. To keep furniture off the damp carpet.
12. Final walk-through with dry time explained. Show the customer the work and tell them what to expect.

The order follows the way a job naturally runs, so the checklist does not fight the tech. It simply keeps them honest about each step.

Steps That Only Show When Sold

Add-on steps appear only when the add-on is on the job. A job with pet odor treatment shows the pet odor step. A job without it does not. Same for upholstery, area rugs, tile, stain protector and deodorizer.

This does two things. Paid add-ons do not get forgotten, because the step is sitting in the list waiting to be checked. And unpaid add-ons do not get given away out of habit, because the step is not there to prompt it. That is covered in more detail in Add-On Steps That Only Appear When They Were Sold: Pet Odor, Protector and Deodorizer.

What the Tech Records

Below the steps, the checklist asks for a few short pieces of information:

• Rooms cleaned. What was actually done, which can differ from what was sold if the customer changed their mind.
• Estimated dry time. What the tech told the customer at the final walk-through.
• Stains that did not come out. Where they are and what was tried.
• Condition. Good, Needs attention or Repair recommended.
• Note for the customer. A short, plain-language summary of the visit.

Those five things are what the office needs when the phone rings the next day. They are also what the next tech reads before the next visit.

Using the Checklist Without Slowing Down

A checklist that slows the tech down will get ignored. A few habits keep it quick:

• Check steps as you finish them, not all at once at the end. It takes a second and keeps the record honest.
• Leave the phone in a dry spot near the van door or on a counter, not in a pocket full of wet towels.
• Fill in the records in the van, right before tapping Complete, while the details are fresh.
• Keep notes short. One clear sentence beats a paragraph nobody reads.

Most techs get through it with a handful of taps per job once they are used to it.

What the Office Gets

When the tech taps Complete, the office sees the finished checklist on the job: every step checked, the rooms cleaned, the dry time, the stains, the condition and the note. If a customer calls to say the stairs were missed, the office can see whether the stairs were on the job and what the tech recorded. If a customer calls about a spot that came back, the office can see whether it was noted as a stain that did not come out. Facts beat memory every time.

The next guides take the checklist one part at a time, starting with The Walk-Through and the Final Walk-Through: Opening and Closing Every Carpet Job With the Customer. For the rest of the tech app, visit the CarpetBossPro carpet cleaning app page.