FORM HUB

Submit requests, report issues, and manage your equipment - all in one place

Staff  For all staff , TL & Management.

Incidents, Hazards & Exceptions

Client Shifts, Visits & Changes

(HGM) First Visit Assessment

Use when conducting the first visit for a Home & Garden Maintenance client — scopes the job and site.

Client Update Form

Use when you notice a change in a client's situation (health, access, contacts, routine) that admin needs to record.

Deep Clean Checklist Form

Use at the end of a deep clean to record tasks completed and sign the job off.

Buddy Shift Evaluation Form

Use at the end of a buddy shift to evaluate the new staff member and the shift outcome.

Client Feedback or Concern

Use when a client raises a complaint, concern, or compliment that needs to be formally recorded.

Deep Clean Request

Use when a client or TL is requesting a deep clean to be scheduled and quoted.

Equipment, Supplies & Assets

Stock Request

Use when you need cleaning supplies, PPE, or consumables ordered or restocked.

Equipment Damage/Replacement form

Use when equipment is faulty, damaged, lost, or needs replacement.

Equipment Received Form

Use when you've received equipment from the office, a TL, or supplier — log what arrived and its condition.

HR, Pay & Wellbeing

Leave Form

Use when requesting planned leave (annual, personal, carer's, unpaid).

Payroll Query and Reimbursement

Use when there's a pay discrepancy or you need to be reimbursed for out-of-pocket expenses.

Resignation Exit Form

Use when resigning — captures notice period, handover details, and exit information.

Staff Feedback and Grievance

Use when raising a formal grievance or serious workplace issue that requires HR to investigate and respond.

Staff Feedback or Concern

Use when sharing general feedback, day-to-day concerns, or suggestions — informal, routed to your TL.

Team Feedback Check-in (Q2)

Use to collect employee feedback, discuss concerns, and support team engagement and improvement.

General & IT Support

General Inquiry Form

Use for any question that doesn't fit another form — routed to admin.

Procedure Video Submission Form

Use when submitting a recorded procedure or training video for review or the training library.

IT Support Request

Use when you need help with Odoo, email, Slack, your laptop, or any work-related tech issue.

Team Leaders & Management

Daily & Fortnightly Reporting

TL EOD Report

Use at the end of each working day — TL daily log of activity, escalations, and region status.

Regional Oversight

Use when providing the scheduled regional oversight report on performance, risks, and escalations.

TL Fortnightly EOD

Use at the end of each fortnight — TL summary of region performance, staff, and client matters.

Performance, Reviews & 1:1s

Staff Performance Review

Use when conducting a formal performance review on a field staff member.

Monthly Performance Review

Use when completing the scheduled monthly performance review for a staff member.

Weekly Check-in Log

Use when logging an informal weekly check-in with a staff member (not a formal review).

Team Leader Quality Control

Use when a TL conducts a site quality check — records what was inspected and any issues found.

Post Interview Form

Use after interviewing a candidate — records scorecard and hiring recommendation.

Admin Staff Performance Review

Use when conducting a formal performance review on an admin/office team member.

Formal Weekly Review

Use when running a formal weekly review (probation, PIP, or structured review cycle).

CARES 1:1 Admin Meeting Form

Use when running a 1:1 with a staff member using the CARES framework — captures discussion and actions.

CARES 1:1 Staff Meeting Form

Use when running a 1:1 with a staff member using the CARES framework — captures discussion and actions.

Team Leader Mentoring Checklist

Use when mentoring a new TL or running a TL development check-in.

Client & Service Operations

Pre Attendance Call Form

Use when making the pre-attendance call to a new client before their first shift begins.

Service Action Request

Use when admin or management need to trigger a specific service action (schedule change, one-off task, investigation).

Post Trial Clean Form

Use after a trial clean to record outcome, client decision, and whether to progress to regular service.

Staff Support and Wellbeing

Use when flagging a staff wellbeing concern or recording a support conversation.

Equipment & Asset Management

Equipment Issued Form

Use when dispatching equipment to a staff member, client, or site.

Equipment Returned Form

Use this form when a staff member resigns and company equipment needs to be collected, checked, and recorded by a Team Leader or Senior Staff member.

Equipment Checkout Log Form

Use when temporarily issuing equipment out of inventory (e.g. for a specific shift or project).

Monthly Inventory Checklist

Use at the end of each month to verify inventory count, condition, and shortfalls.

Contracts & Hiring

Contract Request Form Template

Use when requesting a new employment contract or contract variation to be issued.

Contract Offer Decision Matrix

Use when deciding whether to extend an employment contract offer to a candidate — structured decision tool.