WindowBossPro Blog — Tech App

Upselling Screens and Tracks on Site: From the Tech's Note to a Line Item on the Invoice

Some of the easiest money in window cleaning is sold standing in the driveway. The homeowner watches the tech finish the outside, sees how clear the glass is, and says, “While you're here, can you do the screens?” Or the tech opens a window for an inside job, sees tracks full of dead bugs and pollen, and mentions it. Handled well, those moments add real dollars to the day. Handled badly, they turn into free work or a confused invoice.

Why the Handoff Matters

Payment at completion is covered in Charging the Card on File When the Window Cleaning Tech Taps Complete. That is exactly why on-site extras need a clean handoff: when the tech taps Complete, the invoice is built from what is on the job. If the screens the customer just asked for are not on the job, they are not on the invoice.

In WindowBossPro, the tech does not build invoices or set prices on the phone. Line items belong to the office, and prices come from your own service list. The tech's part is to spot the opportunity, confirm what the customer wants, and get it to the office clearly.

Spotting the Opportunity

The job card already tells the tech which extras were sold: screens, tracks, hard-water removal. Anything not on the card is a possible add-on. A few natural openings:

• Screens. The outside glass is spotless, but dusty screens make the windows look dull from inside. Most homeowners notice once it is pointed out.
• Tracks. On inside jobs, tracks are right there when the window is open. A quick look at a grimy track sells itself.
• Hard water. White spots on the sprinkler side are hard to miss. A before photo of one pane makes the case.
• Missed areas of the house. A garage, a sunroom or a back door that was never on the quote.

The tone matters. A tech who mentions it once, plainly, is helpful. A tech who pushes is a reason to switch window cleaners. “Your screens are pretty dusty. We can clean those today if you'd like. The office will add it to your bill” is enough.

The Tech's Steps

When the customer says yes:

1. Confirm the scope. All screens, or just the front? Tracks on every window, or just the main floor? Write down exactly what was agreed.
2. Add a note on the job. “Customer added screens, all 18, approved on site.” Clear enough for the office to price without calling.
3. Let the office know before tapping Complete. A quick call or text to the office so the extra gets added while the job is still open, especially for customers who are charged on completion.
4. Do the work and photograph it. Screens laid out clean, tracks before and after.
5. Then tap Complete.

If the customer wants the extra next visit instead of today, note that too: “Wants screens added starting next quarter.” The office can add screens to the address so they show on every future card.

The Office's Steps

The office reads the note and adds the extra as a line item on the job, priced from your service list: per screen, per track, per window for hard water, however you charge. Because the price comes from the service list, every tech's upsell is priced the same way, and nobody quotes a number off the top of their head.

When the tech taps Complete, the invoice includes the extra with its line item and sales tax, and the card on file is charged for the full amount. For Monthly accounts, the extra appears on that location's line on the monthly statement.

What Goes Wrong Without a Process

Without a clear handoff, on-site upsells go wrong in predictable ways. The tech does the screens, forgets to mention it, and the work is free. The tech mentions it at the end of the day, after the card was already charged, and the office has to run a second charge and explain it. The tech quotes a price that does not match your service list, and the office has to choose between honoring it and contradicting the tech.

A note on the job plus a heads-up to the office, before Complete, avoids all three. The broader habit of writing notes that work is covered in Writing Job Notes the Next Window Cleaning Tech Can Actually Use.

Small Add-Ons, Every Day

One set of screens is not a big sale. Screens and tracks added a few times a week, every week, across every van, add up. The tech app makes sure each one ends up on an invoice. For the rest of the tech's day on the phone, visit the WindowBossPro window cleaning app page.