What scope templates do
A scope template is a pre-built inclusions checklist. OneBookPlus ships 13 system templates covering bond cleans (NSW / VIC / QLD), commercial offices, strata common areas, medical facilities, Airbnb turnovers, carpet, window, and standard / deep residential.
Applying a template to a job creates per-job scope items — each one tickable, photo-evidenceable, and exportable as a proof-of-service PDF.
When to use scope templates
- Bond cleans — agents request inclusions evidence in 60%+ of disputed bond returns. Photo-stamped items resolve disputes in minutes.
- Strata / body-corp common areas — owners corporations vote at the AGM. A 12-month evidence trail is the difference between renewal and replacement.
- Medical / healthcare — NSQHS Standard 3 and audit cycles (ACHS, QIP, ACSQHC) require demonstrable cleaning logs per zone.
- Commercial contracts with periodic deep cleans — agreed scope per visit cycle, easily proven afterwards.
For a one-off Tuesday house clean for a regular residential client, the scope feature is overkill. Use it where stakes and evidence matter.
Step 1 — Apply a template to a job
From the job detail page (/dashboard/jobs/[id]), click Scope Checklist in the top action bar.
If the job has no scope items yet, you'll see a template picker:
- Browse the available templates (system + your own tenant templates)
- Tap a template's Apply button
- The template's items materialise into the job's scope checklist
Alternatively, browse all templates at /dashboard/cleaning-templates and tap Apply to a job → on any card.
Step 2 — Work through the checklist
Each item has 3 states: pending (default), completed, skipped (with optional reason). On-site:
- Tap the empty circle to mark an item complete (becomes a green tick)
- Tap the skip icon to mark skipped — optionally add a reason ("agent removed from scope", "no access")
- Tap the pencil to add a note ("noted minor mark, owner aware")
- Bulk-complete an entire zone with the ✓ Done · N button in each zone header
- Add a + Custom item if the actual scope is broader than the template
Step 3 — Attach photo evidence
For each item:
- Tap 📷 Before to open the camera and capture the pre-state
- Tap 📷 After to capture the post-state
- Photos auto-link to that scope item with a coloured stripe (amber=before, emerald=after)
- Pick from existing lets you link photos already uploaded against the job
One photo can evidence multiple items (a kitchen wide-shot covers stovetop + rangehood + sink). Link it to all relevant items.
Step 4 — Deliver the proof
From the scope page header:
- ↓ PDF — downloads a branded scope summary with status per item + embedded photo thumbnails
- ✉ Email PDF — sends the PDF as an attachment to the agent / facility manager / strata manager with an optional cover message
- ⌃ Save as template — if you customised the items, save the customised structure as a reusable tenant template
Tips
- Don't skip the Before photo. The dispute always comes down to what was the property like at handover. Without a before photo, you're arguing word-against-word.
- For commercial recurring contracts, set a default scope template on the recurring schedule (Dashboard → Recurring Jobs → Scope link). Every spawned job materialises automatically.
- Templates are versioned per-job — applying a template snapshots the items. Editing the source template later doesn't change historical jobs.