What does COI meeting GL/auto/WC minimums mean in onboarding?

Certificate of Insurance meeting general liability, auto liability, and workers' compensation minimums. Most commercial clients require proof your policy limits meet their contract thresholds before you start work. Collect and file the COI during onboarding so the account manager or property contact can verify coverage.

Why does the medical checkbox add bloodborne pathogen training?

OSHA 1910.1030 requires bloodborne pathogen training for employees who may encounter blood or other potentially infectious materials. Clinical areas in hospitals, urgent-care centers, and dental offices trigger this requirement. The checklist adds the BBP line so you document compliance before crew members enter those spaces.

What is an APPA baseline walkthrough?

APPA is a five-level cleanliness standard used in education and healthcare. A baseline walkthrough in the first week documents the starting condition of floors, restrooms, and common areas so you and the client agree on the target appearance level. It protects you from scope creep and gives the crew a reference for what clean looks like at that site.

Client Onboarding Checklist

Most bad accounts were vague on day one.

Inputs

Client name

Account type

Square footage

First service date

Medical / HIPAA area

Generates a task list for bringing a new commercial cleaning account online, covering contract execution, site access, crew assignment, supply setup, and initial quality baseline. Add medical-facility tasks when servicing HIPAA-regulated areas.

Instruction

Enter client name, account type, square footage, and first service date.
Check the medical/HIPAA box if the site includes clinical or patient-care areas.
Read the generated checklist and copy items into your project tracker or handoff document.

Worked example

A 50,000-square-foot office account with no medical areas and a start date two weeks out.

The tool returns six standard onboarding items: signed agreement with scope, certificate of insurance review, site walkthrough for lock and key access, supply stocking with secondary-container labeling, crew lead assignment with QA cadence, and first-week APPA baseline inspection.

Questions operators ask

What does COI meeting GL/auto/WC minimums mean in onboarding?: Certificate of Insurance meeting general liability, auto liability, and workers' compensation minimums. Most commercial clients require proof your policy limits meet their contract thresholds before you start work. Collect and file the COI during onboarding so the account manager or property contact can verify coverage.
Why does the medical checkbox add bloodborne pathogen training?: OSHA 1910.1030 requires bloodborne pathogen training for employees who may encounter blood or other potentially infectious materials. Clinical areas in hospitals, urgent-care centers, and dental offices trigger this requirement. The checklist adds the BBP line so you document compliance before crew members enter those spaces.
What is an APPA baseline walkthrough?: APPA is a five-level cleanliness standard used in education and healthcare. A baseline walkthrough in the first week documents the starting condition of floors, restrooms, and common areas so you and the client agree on the target appearance level. It protects you from scope creep and gives the crew a reference for what clean looks like at that site.