What is the list of services?
As a caretaker or facility manager, you know this: Each of your customers has specific cleaning and maintenance requirements. Some people want to sweep the stairwell every day, others only want to sweep it twice a week. For some properties you have to spread road salt every day in winter and only take care of the garden maintenance in summer. Organizing these many different services is a real challenge - especially if you manage several properties.
This is exactly where Custodi's digital service list comes into play. Instead of loose lists or Excel tables, use a structured, central solution in which all services are clearly defined, categorized and assigned to the respective objects. This saves time, avoids misunderstandings and gives you a complete overview of what work needs to be done for which customer at all times.
The service pool – your central service library
At the heart of the system is the so-called performance pool. Here you create a one-time entry of all the services that you generally offer - regardless of which customer they are currently being provided to. Think of classic caretaker tasks such as “sweeping the stairwell”, “providing garbage cans”, “carrying out winter service” or “taking care of the garden”.
Each service can be documented with important details: How often should it be carried out (daily, weekly, monthly)? Is it limited seasonally (for example only from April to October for gardening)? Approximately how long does it last? Do you need special equipment or materials for this? This information will help you later with planning and calculation.
Categories for the perfect overview
To prevent your service pool from becoming confusing, you can divide all services into categories. Typical categories would be, for example, “interior”, “outdoor”, “winter service”, “garden maintenance” or “special tasks”. You can decide for yourself how you want to structure your categories.
The categories not only help you later when searching for specific services, but are also used when displaying them in the object catalog. This means you can see at a glance what cleaning work needs to be done indoors or what maintenance tasks need to be done outdoors.
Recurring task templates
A particularly practical feature is the bill of quantities templates. Imagine that you look after several apartment buildings with a similar scope of services. Instead of painstakingly recomposing the same catalog for each house, simply create a template called “Standard Services Multi-Family House”. This template contains all typical services with the appropriate intervals - from stairwell cleaning to garden maintenance.
When you take over a new object, simply import the appropriate template and all services will automatically be added to the object catalog. Of course, you can then make adjustments if individual services are planned differently for the new customer.
The object catalog – tailor-made for every customer
The core of the system is the individual service catalog for each individual object. Here the services from the pool are combined with the specific requirements of your customer. You can see at a glance what work needs to be done on this property, how often it should be carried out and whether there are any special features to consider.
The overview by category is particularly helpful: All services are automatically grouped so that you can immediately see which tasks are planned indoors, which are outdoors and which are planned as special services. You can freely adjust the order of the services within each category to optimally adapt the display to your workflow.
This is how you work with the list of services
The operation is deliberately kept simple. To create a new service, open the service pool, click "Create service" and fill in the most important information: name, description, category, interval and, if applicable, seasonal restrictions. The service is then immediately available and can be assigned to objects.
For a new object, you either select individual services from the pool or import a suitable template. You can then make adjustments if necessary – for example, if this particular customer needs stairwell cleaning to be done three times a week instead of twice. All changes are saved immediately and available to your team.
Flexibly adaptable to every need
The system is designed to grow with your business. Do you have new services to offer? Simply create them in the performance pool. Do you manage new properties? Create a new catalog or use your tried and tested templates. Would you like to change existing services? The adjustments are automatically applied wherever you use this service.
The archiving function is particularly practical: you can deactivate services that you temporarily do not want to offer without deleting them. This means your historical data is retained and you can reactivate the service at any time.
Conclusion: Professional property management made easy
The digital list of services in Custodi is more than just a list of tasks - it is your central tool for professional property management. With the service pool you can keep an eye on all your services. You create structure with categories. Templates save you time when creating new objects. And with individual object catalogs you can ensure that every customer receives exactly the services they ordered.
Try it out and see how much easier organizing your building cleaning and maintenance becomes when all the information is structured in one place and can be accessed at any time. Your customers will appreciate the professionalism and your team will love the clear processes.