Best Practices for Window Cleaners

Don't create invoices one at a time as you finish jobs. Set aside 30 minutes every Friday to batch all your invoicing for the week.

Let Sergio optimize your routes automatically (Professional+ plans). Don't plan routes manually.

• Average savings: 45-60 minutes of drive time per day
• Fuel savings: 15-20% reduction in mileage
• Extra jobs: Fit 1-2 more jobs per day in saved time

Most competitors charge $50-100/month extra for route optimization. It's included free in Sergio Professional.

Let customers request quotes and book appointments through your portal. Stop playing phone tag.

Save your most common services as templates with pre-set pricing:

• "Standard Residential - Exterior Only" (20 panes, $120)
• "Standard Residential - Full Service" (20 panes inside/out, $220)
• "Commercial Storefront - Monthly" (per visit pricing)
• "Post-Construction Cleanup" (hourly rate template)

Create quotes in under 30 seconds instead of 3-5 minutes.

For residential customers, collect payment immediately after service. Don't invoice later.

Use Sergio's mobile app to accept card payments on-site (2.9% + 30¢ fee via Stripe).

For invoices over $600, encourage ACH bank transfers instead of credit cards.

Add a note to invoices: "ACH bank transfer available - save on processing fees!"

For customers on monthly or bi-weekly schedules, set up auto-billing:

• Predictable revenue - Know your monthly income in advance
• Zero admin time - Invoices and charges happen automatically
• Higher retention - Customers on auto-pay stick around 40% longer

In slow months (Nov-Feb), offer a discount for customers who prepay for the year:

This brings in $5,000-15,000 in December when things are slow. Use it to cover bills or invest in equipment.

Don't schedule chronologically. Schedule geographically.

Sergio's route optimization (Professional+) does this automatically.

Don't book every day completely full. Leave 20% buffer for weather reschedules.

• Monday-Thursday: Book 80-90% full
• Friday: Keep 50% open for rain reschedules from earlier in week

This prevents the dreaded "snowball effect" where one rainy day cascades into 2 weeks of chaos.

Put all your monthly customers on "First Tuesday" or "Third Wednesday." Don't scatter them.

Enable weather notifications to get alerts 3 days before rain is predicted:

1. Sergio checks 14-day forecast daily for your service area
2. You receive alert: "Rain predicted Thursday - 4 jobs at risk"
3. Call customers Tuesday/Wednesday to reschedule
4. Customers appreciate proactive communication vs. day-of cancellation

After a new customer's first service, send a personalized thank-you email or text:

Result: 60% of new customers who receive this message become repeat customers (vs 30% without)

Use Sergio's review automation (Business+ plans) to request Google reviews after every job:

• Automatic email 2 hours after job completion
• One-click link to your Google Business profile
• 5-star reviews increase quote acceptance by 40%

Simple loyalty structure that builds retention:

Track this in Sergio using customer notes and custom fields.

Set up automated SMS campaigns (Business+ plan for unlimited SMS):

• March: "Spring cleaning season! Book your exterior wash now"
• October: "Get your windows clean before the holidays - limited spots"
• June: "It's been 3 months - time for your next cleaning?"

Window cleaning is highly seasonal. Plan accordingly:

Commercial contracts keep you busy year-round:

• Storefronts: Weekly or bi-weekly, regardless of weather
• Office buildings: Monthly interior cleaning (weather-proof)
• Restaurants: Weekly exterior (high-profit, year-round)

Buy new equipment in December/January when you have time to research and prices are lower:

• Water-fed poles (Black Friday/end-of-year sales)
• Vehicle upgrades (dealers desperate to hit quotas)
• Bulk cleaning supplies (storage is cheap in winter)

Don't wait until April when you're slammed and prices are highest.

A customer who pays $150 quarterly for 5 years is worth $3,000. Don't obsess over one-time $200 jobs.

Use Sergio's analytics (Business+ plan) to monitor:

To grow 20-30% annually, allocate a marketing budget:

• Google Local Services Ads: $500-1,000/month (highest ROI)
• Door hangers: $200/month in target neighborhoods
• Vehicle wraps: One-time $2,000 (mobile billboard)
• Referral bonuses: $20-50 per successful referral

Hire when you meet these criteria: