Team Lead Tasks/Guidelines:

1. Monitor/Coach Team Members - for new team members, we must regularly check their
jobs and provide feedback. If possible, schedule a coaching session with them. Use the
coaching log and copy Lead Supervisor and HR.

2. Tracker Sheet - this tracker should be updated on a daily basis so we can have the real-
time data by the end of the day (otherwise, status, number of photos uploaded, etc. may
change if the tracker is updated on another day)

3. Utilization Report - this tracker shows the data for the number of check outs, jobs,
inspected jobs, hours for the shift per day per account. This should be completed daily
and would help you monitor the jobs if they were inspected. Lead Supervisor generates
a report every Monday and Thursday (PHT). Please share your monthly trackers with
her every 1st of the month.

4. Monthly Performance Report - this report should be completed by the 5th of the
succeeding month and sent to the clients. If you prefer to make changes, please let all
the team leaders know so we can have a uniform deck for the clients.

5. Properly Invoice - this invoice is created based on either completed booking turnovers
or job inspected. Please confirm with Sales Team about the details and how much we
are charging the clients.

6. Weekly Meeting with the Inspection Onboarding Team - this meeting occurs every
Thursday at 10PM (PHT) with Operations Manager, Sales Team, Onboarding, RI Team
Leads and Lead Supervisor. This is the forum where we discuss everything about RI.
Each team lead will be asked for status updates of our respective accounts, members,
etc. If we have escalations from clients, concerns, etc. this is the proper forum to share it
with the team.

7. Weekly/Daily Reports - this is an email sent to the contact person of the client which
includes the following details:
a. Property
b. Checklist misses, if any
c. Responses of the SP to the checklist misses, if any
d. Service Provider

8. Meeting with your team members - this is only a suggestion, but a weekly meeting
would give everyone on your team to discuss any issues, concerns or suggestions. If
there were any complaints from the clients or any updates, this is also the best time to
discuss it.
9. Endorsement of Account - for endorsement of accounts, this should include the
following details:
a. Account Name/User ID
b. RI Sheets
c. Monthly Reports/Deck
d. Utilization Report
e. Contact person
f. Specific preferences of the clients

10. Training new team members - here’s the guidelines for remote inspection, this is the
same guidelines used for training

11. Cleaners’ Report - you can create your own tracker for your accounts where you can
note feedback from the cleaners if there are checklist items that are not available or
applicable in the property so that in the next inspections we don’t have to look for them.
You can also confirm from their PMs to remove those slides so their checklists are
updated.

12. Client-specific preferences - have these in a consolidated document to ensure your

team is updated.