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Facility Management

Housekeeping, maintenance and building services. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates
3
Milestones
4
Tasks and sub-tasks
15
Documents to collect
6

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Contract staffing (monthly)

A month of deployed contract staff: timesheets, payroll and statutory compliance, and the client invoice.

  • Retainer
  • 30 days
  • 2 milestones
  • 5 tasks
  • 2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

  1. Day 2Timesheets approved
    • Collect approved timesheetsCoordinator
  2. Day 20Compliance pack sent
    • Run payroll for deployed staffPayroll Executive
    • Pay statutory contributionsPayroll Executive
    • Send the compliance pack to the clientCoordinator
  3. Throughout the project
    • Replacements and attrition follow-upRecruiter

Document checklist

  • Client-approved timesheetsFrom the client 路 day 2 路 compulsory
  • Proof of statutory paymentsYour team 路 day 18 路 compulsory

Facility management contract (monthly)

A month of facility services at a client site: housekeeping, technical maintenance, checklists and a service report.

  • Retainer
  • 30 days
  • 1 milestone
  • 5 tasks
  • 2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

  1. Day 30Monthly service report
    • Staff roster and attendanceSite Supervisor
    • Daily housekeeping checklistsSite Supervisor
    • Planned maintenance: HVAC, DG or electrical, plumbingTechnician
    • Consumables stock and reorderSite Supervisor
    • Service report and client meetingManager

Document checklist

  • Client-signed attendance and checklistsFrom the client 路 day 30 路 compulsory
  • Proof of statutory payments for site staffYour team 路 day 20 路 compulsory

Site mobilisation

Taking over a new facility site: survey, asset list, staffing, SOPs and the first month's handover.

  • Fixed price
  • 21 days
  • 1 milestone
  • 5 tasks
  • 2 documents

Milestones and tasks

  1. Day 21Site taken over
    • Site survey and asset registerManager
    • Recruit and induct site staffHR Executive
    • SOPs, checklists and maintenance scheduleManager
    • Equipment and consumablesSite Supervisor
    • Joint handover with the clientManager

Document checklist

  • Signed service agreementFrom the client 路 day 0 路 compulsory
  • Signed takeover noteFrom the client 路 day 21 路 compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

The company provides housekeeping and technical maintenance at about 25 client sites, with more than 300 site staff.

A typical month

Each site has a monthly project: staff roster, daily checklists, planned maintenance and a service report. At month-end the client signs attendance and checklists, statutory payment proofs are attached, and the monthly invoice goes out in the first days of the next month.

Where the work gets hard

  • Attendance disputes delayed client payments.
  • Statutory compliance proofs were assembled by hand each month.
  • New sites started without a clear takeover.

What MSMEPulse gives you

  • Signed attendance prevents disputes.
  • Compliance proofs go with every invoice.
  • New sites start with a clear, signed takeover.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

Choose Facility Management when you sign up and its templates are in your library straight away.