In every plan
The CRM for window cleaners
Set a round once and the cleans keep appearing on the calendar, with the gate code on the visit and the gutter, fascia and conservatory work priced alongside the windows.
A round that fills the week
A regular clean is a booking that makes the visits for you: every four or eight weeks, or as often as you like. See the week on one calendar, share the cleans between your window cleaners, and each sees only the properties they are going to.
Every property has its own address and access notes, such as which gate to use and where the tap is, and customers can be reminded of a clean by email, or by text on Growth and above.
- Repeats from weekly to yearly
- Access notes for every property
- Cleans shared between window cleaners
- Reminders by email or text
Windows, gutters, fascias and conservatories
The starter price list has a house window clean, a conservatory clean, gutter clearance, a soffit, fascia and gutter clean and a shop front clean, each with a checklist, such as taking photographs of the gutters before and after. They are examples to change.
Keep a safety data sheet for every product you use, with a COSHH note and a review date, and record working at height, ladder and water-fed pole training and insurance, with a reminder before they run out.
- Starter services with checklists
- Safety data sheets kept with COSHH notes
- Certificates with expiry reminders
Quote, invoice and get paid
Send a numbered quote as a PDF that the customer can accept online, then an invoice with VAT from your own email address. On Growth and above customers can pay by card, PayPal or Direct Debit from the invoice, and payment reminders chase the late ones.
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.