WindowBossPro Blog — Window Cleaning Software

The Window Cleaning Software Buyer's Checklist

This checklist pulls the whole series together into one page you can work through during a free trial. Go section by section, check off what the software does, and note anything it does not. By the end you will know whether the system fits your window cleaning company, not just whether it has a long feature list.

How to Use This Checklist

If you just read Window Cleaning Software vs. Generic Field-Service Software, you already know why software built for the trade matters. This checklist is how you confirm it. Do not just read a feature page. Import a slice of real customers, run a real route with a real tech, and check each item against what actually happens.

Involve the people who will use it. Hand the tech app to a tech, not just the owner. Let the person who answers the phone try two-way texting and the dispatch board. Ask a friendly customer what the reminders and the customer app looked like from their side. A system that only the owner likes will not last a season.

The Job Record

• Each job records the number of windows.
• Each job records stories: 1-story, 2-story or 3+ story.
• Each job records sides: outside only, inside & outside or inside only.
• Extras like screens, tracks and hard-water removal are on the job.
• Access notes — gate code, dog, ladder spot, skylights — are on the job.
• All of it shows under the address on office lists and the tech's phone.

Quotes, Recurring Work and Routes

• Website request and sign-up forms flow into one place in the office.
• Sign-ups convert into clients without retyping.
• Estimates are built from your service list: per window, per screen, story add-ons, hard water.
• Customers approve estimates online, and approved work becomes scheduled services.
• Recurring cleanings run every two weeks, monthly, quarterly and twice a year.
• Due cleanings come up on their own on a live map, with overdue work marked.
• One-time jobs like spring cleans and move-outs sit on the same list.
• Jobs are assigned to a van and a day, and auto-routed from the shop.
• One van can run residential while another runs a storefront route.

The Tech App and the Customer App

• Techs use their own iPhone or Android phone, with no special device.
• Each tech logs in with the company login and a personal PIN.
• Jobs appear in route order with a navigation button.
• Start, Skip and Complete, with notes and before-and-after photos.
• On-the-way and arrived texts go out automatically.
• A time clock is in the app, and crew GPS shows on the office map.
• Customers see their place on today's route on a live map.
• Customers choose alerts: the night before, when they are next, when the tech arrives.
• Customers can see and pay invoices, update their card and request service.

Texting and Billing

• Two-way texting from the office, tied to the customer record.
• Automatic reminders and alerts by text and email.
• A text allowance included in the plan.
• Invoices with line items and sales tax, created when the job is completed.
• Card on file, charged on completion or on a schedule.
• Online payment and past-due follow-up.
• Property managers and businesses get one monthly statement covering every location, labeled by address.

For a refresher on how billing fits together, see Billing in Window Cleaning Software: Invoices, Cards on File and Auto-Charge.

Setup, Pricing and Fit

• Customers import from a CSV and every address lands on the map.
• One client can have many addresses, with tags and custom fields.
• Office users have roles; employees have PINs and van assignments.
• You can run a real route within a day of signing up.
• It works in your country and bills in your customers' currency.
• Pricing is clear, with no per-user fee for techs.
• There is a free trial with no credit card.

WindowBossPro checks every box on this list: $59, $89 or $199 a month for Start, Pro and Crew, never billed per user, with a 14-day free trial and no credit card. Working in the US, Canada, Australia, New Zealand and the UK.

Score It With Real Work

A checklist on paper is a start. A checklist filled in during a week of real routes is a decision. If a system checks most of these boxes and your techs, office and customers are comfortable with it after a week, you have found your software. If you want to start from the top of this series, go back to Window Cleaning Software: The Complete Guide for Window Cleaning Companies, and for the overview, visit the window cleaning software page.