A window cleaning CRM that never recounts a pane and never rebuilds a route.
Residential window work repeats twice a year and storefront work repeats every week, and both are priced from details nobody wants to gather twice. The CRM should hold the window inventory, run the routes, create the next visit and bill the accounts without the owner touching a spreadsheet.
Inventory, routes and recurring visits are the whole business
A window cleaning company that has been running for a few years has a book of homes with known pane counts and a set of storefront routes that run on a fixed day. Both are assets, and both are easy to lose when they live in a tech's head or an old spreadsheet. Generic field software stores a customer and a job. It does not store that the Hendersons' house has twenty-two standard windows, two grid doors, a foyer window that needs the big ladder, and a dog that has to be in the garage. The custom CRM stores exactly that, so the next quote takes a minute and a new tech can do the job without a walkthrough.
Routes are the other half. Storefront accounts are worth what the density of the route allows: six stops on one block beat six stops across the county. The CRM should order a day's stops by route, know each account's frequency and billing arrangement, and produce one monthly statement per account rather than twenty paper tickets. When you add a stop, it should show you where it fits, and when an account is late, it should show you that too.
Residential repeats are where the money hides. A homeowner on a standing spring and fall schedule gives you two visits with no new marketing cost. Most companies leave that to chance. We build the CRM so the fall visit is created the day the spring one closes, with a confirmation text before it, and so past customers who did not book a plan get a reminder the week the sun comes back.
What a window cleaning CRM has to keep
Each of these is a detail you have gathered once and should never gather again.
A window inventory per property
Counts by type (standard, divided lite, large fixed, skylight, door), stories, which panes need a ladder or a pole, screen count and track condition, saved to the address and reused on every quote and visit.
Access, pets and inside-work notes
Gate codes, where the water spigot is, which rooms are off limits, the dog, the alarm, the blinds that stick, so any tech can arrive and start without calling the customer.
Condition photos before the first wipe
Scratches, failed seals, cracked glass and torn screens photographed and attached to the visit with a timestamp, so a later complaint is answered with a dated record rather than an argument.
Storefront routes with their own billing
Weekly, every-other-week and monthly stops ordered by route, visit logs per stop, and one statement per account with card on file or net terms, sent automatically at month end.
Spring and fall visits created automatically
A customer on a plan gets the next visit scheduled when the current one closes, texting the customer to confirm or reschedule, and the office sees next season's calendar filling months ahead.
Add-ons on the same visit
Screens, tracks, gutters, solar panels, pressure washing and holiday lighting as line items on the same visit and the same invoice, each with its own price history.
How we build it for a window cleaning company
The first CRM we wrote ran our own service companies; yours gets built around your counting convention, your routes and your seasons.
Your pane convention in the quote
The quote form uses the counting rule you already use, with your minutes per pane by type and story, screens and tracks as separate lines, and a minimum charge, so every tech quotes the same way.
Route board for storefront days
The day's stops in order on a map, with the visit checked off on a phone, the photo of the finished front taken for the account, and skipped stops flagged for the owner.
Rain-day reshuffle
Move a rained-out residential day in one step and text every affected homeowner their new slot and a link to pick another, while storefront stops that can still run stay on the route.
Payments that fit both customers
Homeowners pay from a link the day of the visit; accounts keep a card on file or get a monthly invoice; a card surcharge, if you add one, is applied only in states that permit it and shown the way the card networks require.
Owner reporting
Revenue by residential versus route work, plan customers versus one-time, revenue per route day, add-on attach rate and late accounts, on one screen without an export.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for window cleaning, answered.
Why not Jobber or Housecall Pro for a window cleaning company?
Both are solid general tools, and our comparison pages treat them fairly. A custom build keeps the window inventory, the pane-based quote, the route board and the automatic fall visit as first-class records instead of notes, inside accounts you own, with nobody charging per user.
Can it handle both my residential customers and my storefront accounts?
Yes, as two kinds of customer in one system. Homes carry an inventory and seasonal visits; accounts carry a route position, a frequency and a monthly statement. The same tech app shows both on the same day.
How does the fall visit get scheduled?
When a plan customer's spring visit closes, the CRM creates the fall visit in the window you set and texts the customer to confirm a few weeks before. Customers who are not on a plan get a reminder to book instead.
Can we import our customers and routes?
Yes. We bring in customers, addresses, job history and any counts you have, build the routes from your account list, and run the old system alongside until you are comfortable.
What if a tech leaves?
The inventory, the notes and the customer conversations stay with the company. A new tech opens the address and sees the ladder notes, the dog and the pane count on the first day.
Custom CRM for window cleaning. Owned by you.
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