Client Offboarding – Matthews Cleaning Co Portal

1: Client name

2: Schedule and send final invoicing

3: Remove all interval jobs from admin calendar

4: Remove all reoccurring invoicing from Xero – Regular and interval jobs

5: Date of termination

6: Inform staff of finish date

7a: Collect keys from staff and organise for them to be returned by way of

7b: Key collection notes

8: Collect equipment from site

9: Detailed description of equipment description and location

10: Is any correspondence required with client

11: Details of correspondence required

12: Send confirmation of termination email to client

13: Amount of outstanding debt

14: What is to be carried out in relation to debt collection

15: Image upload