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Window cleaning

The CRM that quotes by the pane.

Daybook runs a window cleaning company end to end: a request becomes a visit and a quote by the pane from your own price list, a storefront becomes a recurring stop that stays on the schedule, the morning’s round opens on a map in the order you will drive it, and the visit log is filled in on the phone — what was cleaned, how, what was found. Then the invoice, with GST/HST by province.

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The job “Kyle Nguyen — Residential inside & out” in Daybook, and its brief: “Work starts Monday, October 5”, an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, what is time-sensitive and the key facts.

The rules the trade lives under

Built around the paperwork a window cleaning company already answers to.

  • A builder’s handover on new glass

    A post-construction clean does not close without whether any pane was scratched before you started, what was done on every pane, whether any damage was found after, a photograph of every elevation and the builder’s or the site super’s sign-off.

  • Ontario’s rules for contracts signed at a client’s home

    A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.

  • Provincial OH&S hazard assessments (FLHA)

    FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the crew on site, filled in on the phone at the start of the day and filed on the job the moment they land.

  • GST/HST, by province

    The right GST or HST for the province on every invoice, and the Sales Tax report ready when filing season is.

Daybook names these so you can see where it helps. It is not a compliance product: it does not inspect an anchor, check a rope-access ticket or decide who scratched a pane. The sheets record what you did and what you found, the hazard assessment is yours to fill in, and your province and your accountant have the last word.

Three things that go wrong

The headaches every window cleaning company knows.

The scratch the builder says is yours

New glass, a week before handover. A scratch shows in raking light, and nobody can say whether it was there before a blade touched the pane.

In Daybook The post-construction sign-off asks first whether any pane was scratched or damaged before you started, then what was done on every pane and whether anything was found after — with a photograph of every elevation and the builder’s or the site super’s signature, and the job is not complete until it is filled in.

The storefront round that lives in somebody’s head

Twelve shops every second Monday, eight more monthly, and the list is a page in a notebook.

In Daybook On a shop’s job, choose Recurring → Make recurring from the ⋯ menu and pick weekly, every two weeks or monthly and the days: the editor counts the visits that makes in the next 90 days before you save. From then on the stops are on the schedule, and more are added every night.

What the property manager asks for

The building wants to know which glass was done, by what method, and which panes were skipped.

In Daybook The visit log is one entry per visit: the date, time in and out, what was cleaned, the method — water-fed pole, squeegee and ladder, lift or rope access — the panes skipped, and whether a cracked, scratched or fogged pane was found.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.
1The gate code, pinned
2The deadline
3What the customer asked for
4What we owe, and the next step
5What the customer owes

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

The customerThe customer, textingThe officeA crew memberA crew memberA crew member
  • Our furnace keeps shutting offThe customer, by email
  • Side-wall vent. Narrow doorThe crew, from the site
  • Your quote is attachedThe office, by email
  • 3 photosThe crew, from the site
  • Done before the 24th?The customer, by text
  • Gate code 4471. Mind the dogThe office, to the crew
  • Checklist doneThe crew, from the site
  • The brief’s access code on a phone: 4471, with the customer’s own words — “The side gate code is 4471 — please close it behind you, we have a dog.”

    The gate code, pinned. Said once in an email, and now at the top of the job for the crew.

  • The brief’s time-sensitive line on a phone: send the thermostat finishes to Priya so she can sign and pay the deposit, by Tuesday, October 13, with a Text client button.

    The deadline. What is time-sensitive, and by when.

  • What the customer requested, in the brief on a phone: the thermostat finishes, and confirming the old furnace is taken away, each from Priya Raman’s email.

    What the customer asked for. Each request, with the message it came from.

  • The next step, in the brief on a phone: send Priya the thermostat finish options and confirm the old furnace removal, with a Book visit button.

    What we owe, and the next step. One next step, and a button that starts it.

  • Waiting on the customer, in the brief on a phone: pick a thermostat finish, sign the quote and pay the deposit, with the risk under it.

    What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The window cleaning toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — window cleaning gets its own shape. The place is a property, not a job site; a new job starts as a one-time job, and a storefront becomes a recurring stop from the job’s own menu; the work is on the route, the crew is out today, and a visit is logged; and the drafts, the replies and the job summaries say pane and lite, inside and out, route stop, water-fed pole, squeegee, screens, tracks and sills, skylights, lift and rope access the way a window cleaner does.

The request

A request becomes a visit. Then a quote by the pane.

Every request lands on one board with its service type — a home inside and out, a storefront, a mid-rise, a builder’s clean — and one button: Schedule a visit. Count the panes and quote from your own price list. A new job starts as a one-time job, because a spring clean or a builder’s clean is done once; a storefront round is one choice away.

Scheduling
The requests board in Daybook: “Emma Silva — Commercial & mid-rise” and “Foothills Storage — Eaves & gutters”.

The request

A request becomes a visit. Then a quote by the pane.

Every request lands on one board with its service type — a home inside and out, a storefront, a mid-rise, a builder’s clean — and one button: Schedule a visit. Count the panes and quote from your own price list. A new job starts as a one-time job, because a spring clean or a builder’s clean is done once; a storefront round is one choice away.

  • The requests board in Daybook: “Emma Silva — Commercial & mid-rise” and “Foothills Storage — Eaves & gutters”.

    Every request, on your phone. Call the client or email them from the card, and book them in with the button under it.

  • The job on its page in Daybook, its steps across the top: Add to route, Head out, Log visit and Invoice.

    The job’s own page. Its steps across the top, the client a call or a text away, and its photos, notes and messages a swipe apart.

  • Seven service types: residential inside & out, storefront route, commercial & mid-rise, high-rise & rope access, post-construction, eaves & gutters, solar panels
  • A builder’s stickers and silicone are filed as post-construction, a shop on a cadence as a storefront route, five storeys and up as high-rise — sorted for you
  • Schedule a visit from the request — and plan the day’s route from the same board
  • An arrival window on the booking, and an On my way text that names who is coming, with a link to follow
  • The gate code and the access notes live on the property and show on every job
  • Requests from your website’s quote form land here as real requests, with the property address on them
Scheduling

Repeat rounds and route billing

The storefront round, on the schedule for good. Billed without retyping it.

A one-time clean stays a single job. For a shop, an office or a strata, choose Recurring → Make recurring on the job and pick the cadence — weekly, every two weeks, monthly, or a longer one — and its visits go on the schedule and keep coming, with their arrival window on every reminder. The morning’s round opens on the map: every stop numbered in the order you will drive it, with the run’s drive time and distance, and the order yours to change. When the month is done, Bill visits turns the completed visits into draft invoices — one per visit or one a month, as each job’s Billing card says.

Every two weeks the stop on the schedule, logged when it is done, and billed once it is
Invoicing & payments

Repeat rounds and route billing

The storefront round, on the schedule for good. Billed without retyping it.

A one-time clean stays a single job. For a shop, an office or a strata, choose Recurring → Make recurring on the job and pick the cadence — weekly, every two weeks, monthly, or a longer one — and its visits go on the schedule and keep coming, with their arrival window on every reminder. The morning’s round opens on the map: every stop numbered in the order you will drive it, with the run’s drive time and distance, and the order yours to change. When the month is done, Bill visits turns the completed visits into draft invoices — one per visit or one a month, as each job’s Billing card says.

  • A new job starts as a one-time job; Recurring → Make recurring in the job’s ⋯ menu makes it a repeat contract
  • Weekly, every two weeks, monthly, every few weeks, quarterly or yearly — the editor shows the visits that makes before you save
  • Upcoming visits are added every night; one you moved, skipped or finished is left as it is
  • The schedule opens on the map for a route trade: stops numbered in driving order, drive time and distance, drag to reorder, or let it find the shortest run
  • A Billing card on a recurring job: what a visit bills, and whether the client gets one invoice per visit or one a month
  • Invoices → Bill visits: every completed visit not yet on an invoice, turned into draft invoices for you to review and send
Invoicing & payments

The price list

Priced by the pane, the stop and the drop.

A window cleaner quotes from a price list, not an estimator — so yours starts labelled: panes outside only, inside and out or inside only, divided lites, storm windows, screens, tracks and sills, skylights, storefront stops weekly, every two weeks or monthly, commercial buildings by water-fed pole, mid-rise by lift, high-rise by the rope drop, post-construction by the pane or by the home, gutters by the foot, solar panels by the panel, the height premium from the third storey up. Your own prices go on it, and every quote and invoice reads from it.

Per pane the pane, the screen, the storefront stop and the drop — the way the trade is sold
Quoting

The price list

Priced by the pane, the stop and the drop.

A window cleaner quotes from a price list, not an estimator — so yours starts labelled: panes outside only, inside and out or inside only, divided lites, storm windows, screens, tracks and sills, skylights, storefront stops weekly, every two weeks or monthly, commercial buildings by water-fed pole, mid-rise by lift, high-rise by the rope drop, post-construction by the pane or by the home, gutters by the foot, solar panels by the panel, the height premium from the third storey up. Your own prices go on it, and every quote and invoice reads from it.

  • A labelled starter price list on day one, with your own prices on it
  • Residential panes, add-ons, the storefront route, commercial and high-rise, post-construction, gutters and exterior add-ons, materials, equipment, subcontractors, fees, disposal
  • Cost, price and markup beside each item
  • Quotes and invoices in a window cleaner’s words — approved, or sent back for a revision, in the client’s portal
  • A price book that updates when you scan a supplier invoice — Crew and up
Quoting

The paperwork

Three sheets, written for window cleaners.

A property setup sheet from the walk — the panes and storeys, the cadence, what is included, what the pole reaches. A visit log, one entry per visit. A post-construction sign-off, every pane checked and the builder’s signature on it. They attach themselves to the right jobs, and the sign-off will not let a builder’s clean close unfinished.

The crew app
The checklists in Daybook: “Property setup sheet” and “Visit log”.

The paperwork

Three sheets, written for window cleaners.

A property setup sheet from the walk — the panes and storeys, the cadence, what is included, what the pole reaches. A visit log, one entry per visit. A post-construction sign-off, every pane checked and the builder’s signature on it. They attach themselves to the right jobs, and the sign-off will not let a builder’s clean close unfinished.

  • Property setup sheet: panes and storeys, the cadence, what is included, access — gate, alarm, ladder spots — what to watch for, whether the water-fed pole reaches everything, whether a lift or rope access is needed
  • Visit log: the date, time in and out, what was cleaned, the method, panes skipped, any cracked, scratched or fogged pane found, notes for the client
  • Post-construction sign-off: damage noted before the start, what was done on every pane, damage found after, what was flagged to the builder
  • Photographs of the glass before the first clean and of every elevation at handover, with the crew’s and the builder’s sign-offs
  • Attached to the right service types automatically — Crew and up
  • Yours to edit, and you can add your own
The crew app

Safety on site

The FLHA, filled in on the phone. Filed before the ladder goes up.

Pick the job and the property and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the visit log and the photos, with no signal if it comes to that.

The crew app
An FLHA in the crew app, “Clean the second-storey windows off a ladder and pole the skylights”: the task with its hazard and its control, and the crew on site under it.

Safety on site

The FLHA, filled in on the phone. Filed before the ladder goes up.

Pick the job and the property and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the visit log and the photos, with no signal if it comes to that.

  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.

    Their day. Hours, the FLHA and their jobs a tap away — and an update from a job on the go goes straight to the office.

  • A crew member’s list in the crew app, 10 active: “Leah Whitehorse — High-rise & rope access” and “Dana Cardoso — Eaves & gutters” among them, each with its address and its time.

    Their jobs. Every job they’re on, with its address, its booked day and a chat with the office.

  • An FLHA in the crew app, “Clean the second-storey windows off a ladder and pole the skylights”: the task with its hazard and its control, and the crew on site under it.

    Before the work starts. Pick the job and the site, its contact and the crew fill in; they add each task with its hazard and its control, and submit it from the phone.

  • FLHA forms on Crew and up: job, site, conditions, tasks with hazard and control, the crew on site
  • Clock-in and timesheets from the phone in their pocket
  • The visit log filled in at the property
  • Photos taken where there is no signal, filed when it returns
The crew app

Getting paid

Invoiced off the job. Chased without a phone call.

A one-time clean is invoiced the day it is done; a storefront round is billed from its completed visits, by the visit or once a month. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And with a Stripe card reader, a window cleaner you allow takes a card or Interac debit at the door.

Invoicing & payments
A paid invoice in Daybook: SW-INV-0005, paid, $4,416.99.

Getting paid

Invoiced off the job. Chased without a phone call.

A one-time clean is invoiced the day it is done; a storefront round is billed from its completed visits, by the visit or once a month. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And with a Stripe card reader, a window cleaner you allow takes a card or Interac debit at the door.

  • Draft invoices from a month’s completed visits — one per visit, or one a month per contract
  • An invoice off a one-off job — offered the moment it is marked complete, quote or no quote
  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • A card or Interac debit taken at the door on a Stripe card reader; cash and cheques recorded on the spot
  • GST/HST by province, and the Sales Tax report ready for filing
Invoicing & payments

The crew

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every window cleaner has the app: the day’s visits, clock-in, the FLHA, the visit log, the photos — and the office sees it the moment it lands.

  • A crew member’s list in the crew app, 10 active: “Leah Whitehorse — High-rise & rope access” and “Dana Cardoso — Eaves & gutters” among them, each with its address and its time.
  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.
  • The job on its page in Daybook, its steps across the top: Add to route, Head out, Log visit and Invoice.
  • The checklists in Daybook: “Property setup sheet” and “Visit log”.

The economics

Priced on the office. Free for the crew.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people on the ladders alone.

Workflow Field-service platforms priced per user Daybook
Currency Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. Canadian dollars. Every plan, every add-on, printed on the pricing page.
The crew Typically an extra monthly fee for every field user past the plan’s cap. Field seats free and unlimited on Crew and Company — every window cleaner gets the app.
Window cleaning tools A generic job form; the storefront round is a list somebody keeps by hand. The route shape, one-time jobs and recurring stops that stay on the schedule, a visit log, a signed post-construction sign-off, billing by the visit, and a labelled window cleaning price list.
Canadian tax and mileage Usually an accounting add-on, or by hand. GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website Usually a separate builder, or a designer. A window cleaning site template on every plan, with a commercial-routes page and a quote form that mints a real request.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Window cleaning runs on the trades rate card — every plan the same app, the office seats counted and the crew free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

  • Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
  • Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
  • Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on CrewSee the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a window cleaning company running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The window cleaning price list is already labelled, from the pane outside only to the rope drop. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The window cleaning template is already written for the work, with a commercial-routes page — your photographs and your words go in, and the quote form drops requests straight into Daybook.

Questions window cleaning companies ask.

Does a new job start as a recurring one?

No. A new job starts as a one-time job, because a spring clean or a builder’s clean is done once. For a storefront or a building on a cadence, open the job’s ⋯ menu and choose Recurring → Make recurring; from then on its upcoming visits are added to the schedule every night.

Can I bill a month of storefront stops at once?

Yes. Set what a visit bills on the recurring job’s Billing card — per visit, or one invoice a month — and Invoices → Bill visits lists every completed visit that is not on an invoice yet and turns them into draft invoices in one go. Nothing reaches a client until you review and send it.

Does it plan the round?

The schedule opens on the map for a window cleaner: the day’s stops numbered in the order you will drive them, with the run’s drive time and distance. Drag to change the order, or let it find the shortest run.

Which jobs will it not let me close?

A post-construction clean. Its sign-off wants whether any pane was scratched or damaged before you started, what was done on every pane, whether any damage was found after, a photograph of every elevation and the builder’s or the site super’s signature. It is yours to edit.

Is there a window cleaning estimator?

No — a window cleaner quotes from a price list, so that is what Daybook gives you: the pane, the screen, the storefront stop and the drop, labelled on day one, with your own prices on it.

What does a window cleaner cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Bring a real storefront round. Watch the stops land.

Your own shops beat any feature list — start the trial, set one to every two weeks and see its visits on the schedule.

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