WindowBossPro Blog — Storefronts & Commercial

Reports by Account: Seeing What Each Commercial Window Cleaning Client Is Worth

Every window cleaning company has a few commercial accounts that feel great and a few that feel like work. The feeling is not always right. The bank you love might be underpriced for the time it takes. The strip center that annoys you might be your best hourly stop. Reports by account replace the feeling with numbers.

Why Look at Accounts One by One

Tags, covered in Tags and Custom Fields for Commercial Window Cleaning Clients, let you see commercial work as a group. Reports by account let you see each client on its own. Both matter. A commercial side that looks healthy overall can still hide two or three accounts that lose money every visit.

Commercial accounts are especially worth checking because they repeat. A residential customer who was underpriced costs you once or twice a year. A storefront that was underpriced costs you every two weeks, all year.

What to Look At

For each commercial account, there are a few questions worth answering:

• What did they pay this year? Total billed across every address under the account.
• How many visits was that? Completed visits across every location.
• How much per visit? Revenue divided by visits.
• Do they pay on time? Past-due history on invoices or statements.
• How many skips? Visits that could not be done because of access, closures or weather.

WindowBossPro reports show work and billing by client, and because a property manager's buildings are all under one account, the numbers add up across every location automatically.

Add What the Reports Cannot See

Some costs live outside the software. The drive to an isolated stop, the twenty minutes waiting for a manager to open a door, the extra care around a dealership's inventory. Talk to the techs who run the route. Ask which stops take longer than they should.

The time clock in the tech app helps with the bigger picture. If the storefront van's day takes eight hours and bills a certain amount, you know what an hour on that route is worth. Then compare each account against it.

What to Do With an Underpriced Account

When an account comes out badly, you have a few options:

• Reprice it. Send a new quote and let the client approve it online. Many accept a fair increase from a vendor who shows up on time. See Quoting Commercial Window Cleaning Work and Getting It Approved Online.
• Change the scope. Move inside glass from every two weeks to monthly, or drop a hard-to-reach side.
• Fix the route. An isolated stop might pay well if you sell two neighbors nearby.
• Let it go. Sometimes the right answer is a polite notice and a referral to someone else.

Do not drop an account because of one bad month. Look at the year.

Spot Your Best Accounts Too

Reports are not just for finding problems. They show which accounts are worth protecting. A property manager who pays on time, never skips and sits close to the shop is worth a phone call once a year to say thank you and ask whether they have other buildings.

They also show which kinds of accounts suit your company. If dental offices consistently pay well per visit and restaurants do not, that tells you where to sell next.

Check Once a Quarter

You do not need to run reports every week. Once a quarter is enough for most companies:

1. Pull the commercial accounts by tag.
2. Look at revenue, visits and payment history per account.
3. Ask the techs which stops are slow.
4. Pick one or two accounts to reprice, rescope or reroute.
5. Pick one good account to thank or upsell.

An hour every three months keeps the commercial side healthy without turning you into an accountant.

Group Accounts Before You Report

Reports by account are only as accurate as the accounts themselves. If one property manager is split across three client records, the report shows three small accounts instead of one large one, and you may undervalue the most important relationship you have. Before your first quarterly review, make sure every location that is paid for by the same client sits under that one client as its own address.

The same goes for tags. If some storefronts are tagged and others are not, a filtered report quietly leaves some of them out. Ten minutes of cleanup makes every report after it worth reading.

Know What Every Account Is Worth

Reports by account turn guesses into decisions. Look at each client, add what the techs know, and act on the few accounts that need it. For the rest of the commercial setup, visit the WindowBossPro commercial window cleaning software page.