WindowBossPro Blog — Recurring Cleanings

Twice-a-Year Window Cleaning Plans: The Spring and Fall Rhythm

If you ask homeowners when they want their windows cleaned, most will say spring. Ask again and plenty will add “and maybe before the holidays.” That is the twice-a-year plan in a sentence. It is the easiest recurring plan to sell, because it matches what customers already want, and it turns a one-time spring clean into a customer who comes back every year without you lifting the phone.

The Plan Most Homeowners Already Want

Quarterly plans suit customers who want clean glass all the time, and they are covered in Quarterly Window Cleaning Plans for Homeowners: Setting Them Up and Keeping Them Running. The twice-a-year plan is for everyone else, which is most of your residential list.

Spring means pollen, winter grime and the urge to open the house up. Fall means leaves, the last of summer's sprinkler spots and guests arriving for the holidays. A spring and fall plan lines up with both. The customer gets clean glass at the two moments they notice it most, and you get two visits a year from a customer who might otherwise have called once every few years.

Setting a 180-Day Cycle

In WindowBossPro a twice-a-year plan is a recurring service on the address with a minimum of 180 days between visits. Clean the home in April and it comes due again around October. When it does, the home appears on the Waiting List as due now. If it sits past a 7-day grace without being scheduled, it turns overdue.

Because the cycle runs from the last completed visit, a spring clean that slips into May simply pushes fall back a few weeks. No dates to move by hand and no calendar entries to fix.

If you want every twice-a-year home to land in the same spring and fall windows, schedule the first visit for new customers inside your normal spring or fall push. From then on, they stay in step with the rest.

What to Include on Each Visit

Twice-a-year customers usually expect a thorough job each time, since the glass has had six months to collect dirt. A typical visit includes outside and inside, but that is your choice. Record it on the address so every tech knows what the job is:

• Window count, stories and sides, such as “24 windows · 2-story · Inside & Outside.”
• Screens and tracks if they are part of the plan, or every other visit if you split them.
• Hard-water removal on the windows by the sprinklers, if the customer is paying for it.
• Access notes: gate code, the dog, where the tall ladder goes.

Tag these clients Residential and something like Spring-Fall or Twice a Year, so you can find the group in one filter.

Selling the Second Visit

The easiest sell happens right after the spring clean, when the homeowner is looking at sparkling windows. A simple line from the tech works: “Most folks have us back in the fall before the holidays. Want me to put you on the spring and fall plan?” If they say yes, the office sets 180 days on the address and the fall visit takes care of itself.

If you offer a small discount for plan visits, show the one-time price and the plan price side by side on the estimate so the choice is obvious. For how to think about that gap, read Pricing Plan Visits vs One-Time Window Cleaning Jobs.

Running the Spring and Fall Rush

The challenge with twice-a-year plans is that they all come due in the same months. The Waiting List helps you see the rush before it hits. Look at the map in early spring and you will see a wave of due pins. Assign them to the residential van in clusters, auto-route Closest First from the shop and work through the neighborhoods in order.

Automated reminders go out before each visit by text and email, and customers can choose a night-before alert. On the day, on-the-way and arrived texts go out from the tech's phone. When the tech taps Complete, the invoice is created and the card on file can be charged. A busy spring week becomes a stack of completed jobs that are already paid.

Two Visits a Year That Add Up

Twice-a-year customers are not the biggest tickets on your route, but there are a lot of them, and they are loyal when you show up on time. Set the 180 days once and the Waiting List brings every home back each spring and fall. For the full picture of recurring plans in WindowBossPro, return to the recurring window cleaning software page.