A customer reaches out.
Skyler · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Window Cleaning Business. More jobs, More estimates, More reviews, and More referrals.
Capture the requested glass, property details, and contact information. Follow up on your proposal.
Your website, AI, and follow-up. Set up for you.
Windows to clean. A scope to discuss.
A homeowner asks about exterior windows. Your team reviews access, included glass, and requested extras before preparing a quote.
Your window cleaning business · Follow-up gapsTwo moments that matter
Exterior window cleaning estimate
The glass needs a closer look.
The window inquiry is left without a reply.
Your team needs the context.
Your team’s proposal
Are the screens included?
The homeowner wonders whether screens and frames are included.
Give the customer a way to ask.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Capture the request. Keep the quote moving.
Keep window cleaning requests, estimate appointments, and quote questions together in SalesOS while your team confirms scope and schedules visits.
| Customer moment | Connected next step |
|---|---|
| Exterior window cleaning estimate | Contact + request captured |
| Your proposal sent | Estimate follow-up |
| Work confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Gather the property context.
Capture the requested glass, property details, and contact information.
Keep inclusions clear.
Follow up after your team records the quote and price.
Stay connected after the clean.
Eligible review and referral requests follow confirmed completion.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your window cleaning business
We do the setup.
Build your system.
We configure your website, AI answers, and customer follow-up.
Test the handoffs.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
Windows to clean.
Capture the request.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the window request details with the customer’s contact information.
- Give your team the homeowner’s questions about screens, frames, and access before the estimate.
Your team assesses access, glass condition, methods, and the proposed scope.
Illustrative example
Skyler’s window cleaning inquiry
“Could you quote the exterior windows on our two-storey home?”
Your team assesses access, glass condition, methods, and the proposed scope.
Step 02 / Convert
Your quote is ready.
Clarify what’s included.
- Help customers choose a configured estimate appointment, separate from a service visit.
- Follow up after your team records the quote and price.
- Bring questions about screens, frames, and included glass back to your team.
Your team defines the work, sets the price, and schedules the cleaning visit.
Illustrative example
Prepared for Skyler by your team
Exterior window quote
Included glass defined
Screens and frames reviewed
Team-set cleaning price
Service dates arranged by your team
Configured proposal follow-up
“Skyler, any questions about the exterior window cleaning quote?”
Step 03 / Compound
The cleaning is done.
Stay connected.
- Start eligible review requests after your team confirms the applicable work is complete.
- Invite referrals, with personal follow-up from your team.
- Reconnect through approved past-customer outreach. Slow-season campaigns are team-launched.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Window cleaning completed
Your team confirms completion
Ask about the experience
An eligible review request. Skyler chooses whether to respond.
Invite a referral
If Skyler makes an introduction, your team follows up personally.
Another property need. A new conversation.Approved past-customer outreach
Your website. Your AI. Your follow-up.
One connected system.
Set up for you.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
$3,000 setup+ $300/month
Book a Setup Call Usage billed separately. View usage rates · What’s included
Questions, answered.
How SalesOS fits your window cleaning business.
What can SalesOS capture before a window cleaning estimate?
Configured intake can gather the address, requested interior or exterior work, contact details, and the homeowner’s description. Your team checks the actual glass, access, and scope. A description is not a site assessment.
Can AI decide how to reach upstairs windows?
No. Your team determines suitable access, equipment, methods, and working arrangements. AI answers approved routine business questions and does not give ladder, height-access, or safety advice.
Does an estimate appointment book the cleaning visit?
No. The booking uses your configured estimate availability. Your team confirms the actual cleaning date, arrival window, crew, and weather-related changes.
Can it quote from a window count?
Window counts can be useful context, but your team confirms the work and price. SalesOS does not automatically price panes, assess access difficulty, or calculate a service duration. Follow-up starts after the quote and price are recorded.
Are screens, tracks, and frames included automatically?
No. Your team defines the included areas and any extras in the proposal. Intake can capture the customer’s questions, and configured follow-up can bring those questions back to your team.
Can it guarantee marks will come off the glass?
No. Your team assesses the condition and explains expectations. SalesOS does not identify damage or deposits, choose a treatment, or promise a restoration result. Current business tools and handoffs are reviewed during setup.
Can we reconnect for a later window clean?
After human-confirmed completion, configured workflows can send eligible review and referral requests. Approved outreach can start another conversation; it does not automatically schedule recurring visits. Customers choose whether to respond, and your team follows up on introductions.
You handle the windows.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call