WindowBossPro Blog — Storefronts & Commercial

Choosing Commercial Window Cleaning Software: What to Check Before You Switch

Switching software is a real cost. You move your accounts, retrain your crew and change how the office works. It is worth doing once and doing right. For a window cleaning company with storefront routes and commercial accounts, a few specific things separate software that fits from software that fights you every month.

Start With How You Actually Work

The customer app, covered in What the Office Manager Sees: The Customer App for Commercial Window Cleaning Clients, is one piece to check. Before you look at any feature list, write down how your commercial side runs today: how many storefronts, how many property managers, how many locations under the largest account, how often each is cleaned and how each is billed.

Then test every option against that list, not against a demo designed to look good.

Accounts and Addresses

• Can one client have many addresses, each with its own details?
• Does each address carry window count, stories, sides and extras?
• Do access notes live on the address and show on the tech's phone?
• Can you tag clients and add custom fields like PO number or manager name?

If the software forces a separate customer for every building, monthly billing and reporting will be painful no matter what else it does well. See One Account, Many Addresses: How Commercial Window Cleaning Clients Are Set Up.

Recurring Cycles and Routes

• Can you set storefronts to come due every 14 or 30 days on their own?
• Can different services on the same address run on different cycles?
• Is there a map of everything that is due and overdue?
• Can you filter the schedule by van and keep a dedicated storefront van?
• Can you auto-route a day and then adjust the order by hand for opening times?

Generic field-service software often handles recurring jobs as a fixed calendar. Window cleaning cycles work better counted from the last completed visit, so a late visit does not pull the next one early.

The Tech's Phone

• Does it run on the phones your techs already have, iPhone and Android?
• Does each tech log in with their own PIN?
• Does each stop show the window details and access notes?
• Can techs take before and after photos that stay with the visit?
• Can they skip a stop with a note the office sees right away?

Billing Commercial Accounts

• Can a multi-location client get one monthly statement, with each line labeled by address?
• Can single storefronts be charged by card on file when the visit is completed?
• Do invoices handle line items and sales tax?
• Can clients pay online and update their own cards?
• Is past-due follow-up automatic?
• Does it bill in your currency if you work outside the US?

Monthly statements are the feature property managers notice most. Test it with a real account that has several locations before you commit.

Quotes, Texting and Price

• Can you build quotes from your own service list and have clients approve online?
• Does an approved quote become scheduled service without retyping?
• Is two-way texting with clients built in, and how many texts are included?
• Are you charged per user, so adding a tech raises your bill?

WindowBossPro plans are Start at $59, Pro at $89 and Crew at $199 per month, never billed per user, with a monthly text allowance of 500, 1,000 or 2,000 segments sent and received.

Moving Your Data In

Ask how your accounts get into the new system. A CSV import that brings in clients and addresses, and places every address on the map, saves days of typing. Check that you can group several locations under one client during or right after the import, and that access notes and window details have a clear home. The easier the move, the sooner your crew stops using the old spreadsheet.

Be Honest About Scope

Check that the software is built for the kind of commercial work you do. WindowBossPro is built for residential and low-rise commercial work: storefronts, offices, strip centers, medical, banks and dealerships cleaned from the ground, ladders and poles. It does not plan high-rise rope access or swing-stage work. If that is your main business, look for tools built for it.

Run a Real Trial

Use the trial to run your actual commercial side, not a sample. Import your accounts, set up your biggest property manager with every location, put one storefront route on a tech's phone and send one monthly statement. WindowBossPro has a 14-day free trial with no credit card, which is enough time to run a two-week storefront cycle from start to finish. For the full overview, visit the WindowBossPro commercial window cleaning software page.