Best Practices for Window Cleaners

Don't do invoicing after every job. Set aside 30 minutes at the end of each day to batch all your admin tasks: invoicing, quote follow-ups, and scheduling for the next day.

Sergio's route optimization can save significant drive time when used consistently:

• Average savings: 45 minutes per day
• Fuel savings: 15-20% reduction
• Extra jobs: 1-2 more jobs per day possible

Tip: Run route optimization the night before for best results.

Let customers help themselves through the customer portal:

Set up templates for common scenarios:

• Standard residential exterior cleaning quote
• Commercial storefront maintenance package
• Post-construction cleanup estimate
• Seasonal gutter cleaning add-on

Result: Create quotes in 2 minutes instead of 15.

The #1 cash flow killer is delayed invoicing. With Sergio mobile, you can:

Pro tip: Enable the 'Mark as Paid' button for cash and check payments on-site.

ACH payments cost you less in processing fees. For commercial clients with recurring service:

Consider offering a small discount for ACH to encourage adoption.

For regular customers, set up automatic recurring invoices:

• Predictable income: Know what's coming each month
• Less admin: Invoices create and send automatically
• Better retention: Customers stay longer with automatic billing

Get cash upfront by offering annual prepay discounts:

This works especially well for residential maintenance plans.

Group jobs by area to minimize drive time:

Sergio's route optimization handles this automatically!

Leave Friday afternoon open for weather makeup days:

• Monday-Thursday: Schedule at full capacity
• Friday afternoon: Keep light or open for reschedules

This reduces customer complaints about delays and shows you're reliable.

When building your monthly schedule, start with recurring customers. They should get priority time slots because they provide predictable income.

Sergio shows 14-day weather forecasts on your calendar. Use this to:

1. Check the week ahead every Sunday
2. Proactively reschedule if rain is forecast
3. Text customers before they call you
4. Offer alternative dates immediately

A simple thank-you after the first job goes a long way:

Result: Higher review rates and more referrals.

The best time to ask for a review is immediately after completing a job well. With Sergio:

• Automatic review request emails can be sent after job completion
• Include a direct link to your Google Business page
• Time it for 2-4 hours after job completion

Reward long-term customers to reduce churn:

Track these with tags in Sergio's customer records.

Set up automatic reminders for seasonal services:

• March: "Spring is coming! Time to schedule your post-winter window cleaning."
• October: "Get your windows sparkling before the holidays!"
• June: "Summer pollen season - time for a mid-year cleaning?"

Most window cleaning businesses follow predictable cycles:

Commercial clients provide stability during slow residential seasons:

• Storefronts: Weekly or bi-weekly, year-round
• Office buildings: Quarterly or monthly, year-round
• Restaurants: Weekly, year-round

Use slow months to prepare for the next season:

• Service and repair all equipment
• Stock up on supplies at off-season prices
• Replace worn squeegees, scrapers, and poles

Nothing worse than equipment breaking during your busiest month!

A customer who gets quarterly cleaning for 5 years is worth 20x more than a one-time customer. Invest in retention:

Based on what successful window cleaners report:

• Google Ads: Expensive but immediate results
• Door hangers: Leave at neighbors after completing a visible job
• Vehicle wraps: Long-term brand building while you work
• Referral programs: Highest quality leads, lowest cost

Signs you're ready for your first employee: