WindowBossPro Blog — Recurring Cleanings

Offering a Window Cleaning Plan at the First Job

The first job is the best sales meeting you will ever have with a customer. You did not have to pitch anything. You just showed up on time, cleaned every window, and left the glass looking better than it has in years. If you are ever going to sell that customer a plan, it is now. Waiting until next spring means competing with every flyer in their mailbox.

Why the First Job Is the Moment

Converting past one-time customers is covered in Turning One-Time Spring Cleans Into Recurring Window Cleaning Plans. This article is about getting the plan sold before the customer ever becomes a one-time customer.

At the end of the first job, three things are true at once. The customer is looking at clean glass. They have just seen your crew work. And they have not yet forgotten your name. Every week after that, all three fade. The tech who asks on the spot will sell more plans than the office that sends an email next month.

Set It Up on the Estimate

The offer works best when the customer has already seen it. When you build the estimate from your service list — per window, per screen, story add-ons, hard-water removal — include the plan price next to the one-time price. Something like:

• One-time inside and outside cleaning: your one-time price.
• Twice-a-year plan, spring and fall: a lower price per visit.
• Quarterly plan, outside every visit and inside twice a year: priced per visit.

The customer approves the estimate online, and the approved estimate becomes scheduled services. Some customers pick the plan right there. The rest have at least seen the option, which makes the conversation at the job much shorter. How to set the gap between those prices is covered in Pricing Plan Visits vs One-Time Window Cleaning Jobs.

What the Tech Says

Window cleaning techs are not salespeople, and they do not need to be. They need one honest sentence and permission to say it. A few that work:

• “Most people on this street have us back in the fall. Want me to put you on that?”
• “These back windows get hit by the sprinklers. If we come every three months, the spots never get this bad again.”
• “If you're on a plan, you don't have to call. We text you before we come and charge the card when we're done.”

Have the tech walk the customer around once before leaving, especially past the windows that were worst. Before-and-after photos taken in the tech app are a good way to show the difference on the phone if the customer was not home for the job.

Putting the Plan in Place

When the customer says yes, the tech adds a note on the job so the office knows which plan they picked. The office sets a recurring service on the address with the minimum days between visits: 180 for spring and fall, 90 for quarterly. The count starts from the visit just completed.

Everything about the house is already recorded from the first job: window count, stories, sides, screens and tracks, the gate code, the dog, where the ladder goes. The next tech who shows up months later sees all of it on the phone. Tag the client Residential and Quarterly, or whatever plan fits, so the plan shows up in reports and filters.

If the card was captured at sign-up or estimate approval, billing is set too. The next visit is charged when the tech taps Complete.

When the Answer Is “Not Yet”

Not everyone says yes in the driveway, and that is fine. Some people want to see how long the glass stays clean. Some want to check with a spouse. Note the answer on the job and follow up later. A short text a few months on, through two-way texting from the office, keeps the door open: “Hi, it has been about four months since we cleaned your windows. Want us to put you on the fall schedule?”

Tag these customers so they do not get lost. A tag like Offered Plan makes it easy to find them when it is time to follow up.

Make It a Habit, Not a Pitch

The companies that sell the most plans are not the ones with the best script. They are the ones that ask every single time. Make the offer part of how every first job ends: clean the glass, walk the customer around, ask about the plan, note the answer. Track it with tags and reports so you can see which techs are asking and how many say yes.

For everything WindowBossPro does to keep a new plan coming due and getting paid after that first yes, visit the recurring window cleaning software page.