Quote exterior and interior window jobs, keep track of which homes need recurring service, store ladder and access notes, and follow through on invoices without juggling spreadsheets.
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QUOTE #Q-100318
Riverside HOA
The challenges every window cleaning business owner knows.
You're trying to remember which customers are on monthly vs quarterly schedules. Some get missed and go elsewhere.
Gate codes, ladder tie-off points, which windows need a ladder — you keep it all in memory and hope you don't forget.
You're driving between houses and don't have time to sit down and write a proper quote for a new lead.
You finish the job, say you'll send an invoice, and then forget. Weeks later you realize you were never paid.
Add line items for exterior windows, interior windows, screen cleaning, and track cleaning — each with your own quantity and unit price. The quote totals itself up so you can send it from your phone before you leave the property.
You can preview the quote as a clean document, send it as a link the customer opens on their phone, and see when it's been viewed or accepted.
Price ranges shown as examples — you set your own prices.
Every customer profile stores the property address, gate code, which side needs a ladder, and any access notes. When you or a helper shows up, you know exactly what to expect.
Jobs are grouped by date so you can see today's route and what's coming up this week without scrolling through a text thread.
Send an invoice after each visit or bundle a month of recurring service into one invoice. Record payments as cash, check, card, or transfer right from your phone. You can see at a glance which invoices are outstanding or settled.
Each invoice can be shared with the customer as a link, so they can review it and pay without you having to chase them down.
An illustrative workflow — not a real customer, just how the pieces fit together.
A homeowner asks for a quote on 12 exterior windows plus screens. You add line items with your per-window prices, hit send, and the customer gets a link on their phone.
The quote moves to 'accepted.' You convert it to a job in one tap — the customer, address, and price carry over. You set the date for Thursday and add the gate code.
You clean the windows, mark the job complete, and send an invoice from the job page. The customer gets a link to review it.
The customer pays by card. You record the payment and note that they want monthly service. You create a recurring job for the first Tuesday of each month.
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Yes. Add each window type as a line item — exterior, interior, screen, track — with your own per-window price. The quote totals itself up and you can send it as a link the customer opens on their phone.
Yes. Customer notes and job history show you when each home was last serviced and what's coming up. You can see the full schedule at a glance and know which properties are due this week.
Yes. Every customer has a notes field where you can store gate codes, ladder requirements, pet info, and any other access details. The notes carry over to every job for that property.
Yes. You can send an invoice after each visit or bundle multiple visits into one monthly invoice. Record payments as cash, check, card, or transfer and see which invoices are outstanding at a glance.
Yes — you can start free with no credit card required. When you're ready for more, you can view available plans after signing up. There are no contracts and you can cancel anytime.