CRM for Window Cleaning Companies

• The problem

  A homeowner asks for the same clean as last year and nobody can find the pane count.

  In Kompot.ai

  Panes, stories, screens, skylights and whether you did inside and out are custom fields on the customer. Last year's estimate sits on the same page, so the office builds the new one from the price list without a visit.

• The problem

  Storefronts get cleaned every week but are billed whenever someone has a free evening.

  In Kompot.ai

  Put each storefront on a subscription invoice that goes out weekly or monthly. It carries a card payment link, and an account that falls behind shows as overdue before the next visit, not three visits later.

• The problem

  Rain wipes out a day of exterior work and every booked customer needs a new time.

  In Kompot.ai

  The day's jobs are on the calendar with their time windows. Move each one to a dry day and send a saved reply by SMS or WhatsApp from the customer's conversation, so the change is on record when they ask.

• The problem

  The crew arrives for an inside-and-out clean and nobody is home to open the door.

  In Kompot.ai

  When the job is booked, a workflow sends the customer a message with the day and the arrival window. The gate code, the dog and where the outside spigot is live in fields on the customer, and the crew reads them in the job on a phone.

• The problem

  One-off spring customers never hear from you again and book whoever leaves a flyer first.

  In Kompot.ai

  Before the season, send an email campaign to the segment of contacts you cleaned for last spring, with a link to your online booking page. Whoever answers picks a free slot, and the booking shows on the calendar.

What you keep on record

Pane count and extras

Panes, stories, screens, skylights and French panes as custom fields on the customer, ready for the next quote.

Access notes

Gate code, pets, outside spigot and whether a ladder or a water-fed pole reaches the top floor, kept on the customer.

Cleaning frequency

How often each storefront is done and on which day, next to the subscription invoice that bills it.

Price per pane

Your price list with lines for panes, screens, tracks, hard-water treatment and post-construction cleans.

Questions owners ask

Can I quote by the pane and reuse the count next year?

Yes. Per-pane, per-screen and per-track prices live in your price list, and the count for each house is kept in fields on the customer. Next spring you open the record, build the estimate from the same count and send it.

How do I bill a storefront that is cleaned every week?

Put the shop on a subscription invoice and pick a weekly or monthly cycle to match the visits. The owner pays by card through Stripe or PayPal from the link in each invoice, and a storefront that has skipped a bill shows up as overdue.

Can a crew read access notes and add photos from the driveway?

Yes. Kompot.ai runs in the browser of any phone. The crew opens the job, reads the gate code and which panes to skip, attaches photos of damage found before touching the glass, and changes the job's stage when finished.

Who answers the phone while everyone is up a ladder?

The voice agent on the Full Service plan picks up, asks for the address and which glass needs doing, and can put the caller through to you. The recording, the transcript and a short summary wait on the contact until you are back on the ground.