WindowBossPro Blog — Recurring Cleanings

Quarterly Window Cleaning Plans for Homeowners: Setting Them Up and Keeping Them Running

The quarterly homeowner is a special kind of customer. They noticed the difference clean glass makes and decided they want it all year, not just after the spring clean. They tend to have bigger homes, more windows and higher standards. Four visits a year from a customer like that is the core of a residential route.

Who Buys a Quarterly Plan

If you are still sizing up where recurring work fits in your business, start with Building Recurring Window Cleaning Revenue One Plan at a Time. This article picks up once you have decided to sell quarterly plans to homes.

Quarterly buyers usually fall into a few groups:

• Homes with a view — a lake, a golf course, a back yard they look at every morning.
• Homes near dust, pollen or construction where the glass gets dirty fast.
• Homes with hard-water spotting from sprinklers, where regular visits keep the spots from setting.
• Busy owners who simply want it handled and never want to call you again.

You will hear the same thing from all of them: “I just want it to happen.” That is what a plan is for.

Setting the 90-Day Cycle

In WindowBossPro a quarterly plan is a recurring service on the address with a minimum of 90 days between visits. When the tech completes a visit, the count starts again. About three months later, the home shows up on the Waiting List as due. If it is still not scheduled after a 7-day grace, it turns overdue so the office sees it.

Using minimum days instead of fixed calendar dates matters. If January's visit slides two weeks because of an ice storm, April's visit comes due 90 days from the day you actually cleaned, not on a date that no longer makes sense. The plan stays honest to the work.

What Goes on the Address

A quarterly home will be cleaned four times a year, maybe by different techs. Record the details once so every visit starts right:

• Window count and stories (1-story, 2-story, 3+ story).
• Sides: outside only, inside & outside, or inside only.
• Extras: screens, tracks, hard-water removal.
• Access notes: gate code, dog, where to set the ladder, the skylight over the entry.

The tech sees it under the address on the phone, something like “32 windows · 2-story · Inside & Outside · Screens.” Tag the client Quarterly and Residential so you can filter, text and report on them later.

Inside Every Visit or Every Other?

Many window cleaners sell quarterly plans as outside every visit and inside twice a year. Others include inside and outside every time. Neither is right for everyone, and it is your call. Some practical patterns:

• Outside every quarter, inside spring and fall. Keeps the price approachable and matches when homeowners care most about inside glass.
• Inside and outside every visit. Higher ticket, best for homes with views or customers who entertain.
• Screens and tracks every other visit. Keeps them in good shape without doubling the time on site. More on this in Adding Screens and Tracks Every Other Visit on a Window Cleaning Plan.

Whatever you choose, put it in the access or job notes so the tech knows which visit this is.

Scheduling Quarterly Homes Efficiently

The nice thing about quarterly customers is that they cluster. If you sold a dozen plans in one neighborhood in April, they will all come due again in July. On the Waiting List map, those due pins sit together. Assign them to the residential van on the same day, auto-route Closest First from the shop, and you have a tight, profitable day.

Over time you can nudge customers into the same window. When a new quarterly home signs up near an existing cluster, schedule its first visit close to the others so they come due together from then on.

Keeping Quarterly Customers Happy

The plan runs itself only if the customer never has to think about it. A few things help:

• Automated reminders before each visit by text and email, plus whichever alerts the customer picks: night before, when they're next, and arrived.
• Card on file charged when the tech taps Complete, so there is no bill to chase.
• Before-and-after photos on the job for the day someone asks whether the back windows got done.
• Quick replies through two-way texting when they ask to move a visit.

Four Visits a Year, Every Year

A quarterly plan is a small amount of setup for years of work. Set the 90 days, record the windows, tag the client and let the Waiting List bring the home back each season. To see how quarterly plans fit with storefront routes, billing and the rest of the system, visit the recurring window cleaning software page.