Owners Daily Checklist – My Tidy Garden

0% Complete - Start with morning routine!

You've completed all your essential daily tasks. Your business is running professionally and efficiently!

~30 minutes | Start between 7-8am ▶

Confirm today's route

Review pre-planned, optimised route in app to minimise travel time
Handle any rescheduling APP

Log system changes and contact affected customers immediately
Check MyTidyGarden app APP

Review new booking/quote requests and today's scheduled jobs
Check business emails EMAIL

Including voicemail transcripts - respond to all overnight inquiries
Check business WhatsApp WHATSAPP

Respond to customer messages from overnight

Complete morning routine before your first job to set a professional tone
Use communication templates for consistent, professional responses to all messages
If overwhelmed with messages, prioritize urgent customer issues first
Use the optimised route to maximize efficiency and reduce travel time
Contact your franchisor if you need help with any responses or issues
Set yourself up for success by being organized from the start

Per Job + Breaks | Follow optimised route ▶

Ready for next job

Mark job as started APP

Log arrival in MyTidyGarden app at minimum
Inform customer of arrival

Professional courtesy - let them know you're starting work
Take before photos APP

When appropriate - builds portfolio and shows transformation
Complete job & inform customer

Quality work delivery and professional communication
Take after photos & make notes APP

Document completion and note areas to focus on next visit
Mark job complete & send invoice APP

Update system and send invoice immediately to reduce evening admin

Follow your optimised route to avoid customer disruption and maximise efficiency
Always carry New Inquiry Forms for unexpected opportunities from neighbors
Note additional work requests from existing customers for follow-up
Look for seasonal opportunities while working (hedge trimming, leaf clearing, etc.)
Use lunch breaks for quick WhatsApp responses and schedule reviews
Send invoices immediately after each job to reduce evening admin
Stay hydrated and take proper breaks - your wellbeing matters
Maintain professional image - you represent the brand everywhere

~30 minutes | Preferably in van/field ▶

Ensure today's jobs completed with invoices sent APP

Review all jobs are marked complete and invoices sent
Log customer requests including paper copies APP

Transfer all New Inquiry Forms and additional work requests into system
Log income and expenses SHEET

Record daily income and expenses in tracking sheet
Respond to customer emails EMAIL

Handle email conversations and inquiries thoroughly
Respond to business WhatsApp WHATSAPP

Handle WhatsApp conversations - may require multiple exchanges
Check fuel & equipment for tomorrow

Ensure van has fuel, tools are clean/sharp, and equipment is ready
Plan tomorrow's logistics PLAN

Check if you need supplies, arrange tip visits, or collect materials

▶

Main system for jobs, booking, invoicing

Tracking sheet on owner website

Professional customer responses

Paper forms for field inquiries

Email or phone for assistance