Window & Gutter Cleaning
Connect your field service software, quoting, and accounting so you can see which routes, commercial accounts, and seasonal services actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile recurring storefront routes and crew schedules, with human review for uncertain records.
Residential and commercial window and gutter cleaning companies running several crews or several locations, including operators that have grown through acquisition and now run more than one system.
Show Us Your Workflow[01] Where systems separate
Where the schedule and the books stop matching.
- 01Storefront routes repeat every few weeks, but nobody checks whether every location on the contract was actually cleaned
- 02Quotes are built from pane counts, screens, tracks, and stories, and nobody checks them against the time the job took
- 03Fall gutter cleaning books up all at once, and the office can't see crew capacity against the backlog
- 04Rain days push recurring work, and some of it never makes it back onto the schedule
- 05Rope descent work needs the building owner's written anchor certification, and that paperwork lives in email
- 06Holiday lighting, gutter guards, and washing add ons are sold and billed outside the main system
[02] The software in place
The systems we usually find.
Most window and gutter companies already run good scheduling software. The gaps sit between quoting, the route, and accounting, and between locations that chose different products.
Field service platform
Jobber
Recurring scheduling, quoting, and invoicing at many residential window cleaning companies. Crew pay and anchor certification records usually live elsewhere, which is where we connect it.
Field service platform
Housecall Pro
Common at growing window and gutter companies, and often still running at a company a larger operator bought.
Window cleaning software
Squeegee and The Customer Factor
Scheduling and recurring customer tools used by window cleaners, each with its own customer and service structure.
Quoting and bidding
ResponsiBid
Online and per window quoting, which only shows profit once accepted bids are matched to completed jobs.
Accounting
QuickBooks Online
Where payroll, equipment, and insurance costs land, usually organized differently from routes and jobs.
[03] Questions worth answering
Numbers window cleaning owners ask for that no single system can answer.
- 01Revenue per crew day
- Completed, paid work per crew each day, split between storefront routes, residential, high rise, and gutter work.
- 02Recurring revenue share
- How much revenue comes from contracted storefront and residential cycles, and how much has to be sold again each season.
- 03Route density
- Stops per day and drive time between them, so new storefront accounts are priced and placed where they fit a route.
- 04Quoted versus actual time
- Pane counts, stories, and access factors on the quote compared with time on site, so the price book reflects how jobs actually run.
- 05Seasonal capacity
- Booked fall gutter and spring window work against crew hours available, by week and location.
[04] What we build
Keep your scheduling software. Build what's missing around it.
Route profitability is the usual first project, since it needs scheduled work, crew hours, and invoices in one view. We connect those and expand from there.
01
Recurring route and missed stop tracking
Dashboards & Reporting →02
Quote to completed job comparison
Dashboards & Reporting →03
Seasonal backlog and crew capacity planning
Workflow Automation →04
Building and anchor certification records
Document Intelligence →05
Add on service revenue in one customer view
Dashboards & Reporting →06
Combined reporting across acquired locations
Unified Data Platforms →07
AI-assisted processing of service records, quotes and recurring contract paperwork, with validation and exception review before updating source systems
Document Intelligence →
[05] In practice
What this looks like in practice.
The storefront route
A crew services dozens of storefronts on a monthly cycle. We compare each contract's scheduled cleanings with completed jobs and list any location that was skipped before the invoice goes out.
The fall gutter rush
Gutter requests pile up once the leaves drop. We show booked jobs against crew capacity by week, so the office knows when to stop promising dates and when to add a crew.
The high rise job
Before a rope descent job, the crew lead needs the building owner's written anchor certification. We keep those documents with the building record and flag buildings where the certification is missing or due for inspection.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull customers, quotes, recurring schedules, and completed jobs from your field and quoting tools, plus payments, payroll, and costs from accounting.
02Unify
Match customers, buildings, and storefront locations across systems, agree on how window and gutter work is counted, and flag visits and invoices that don't reconcile.
03Build
Deliver the dashboard, route tracker, or workflow your team asked for, with every number traceable to the job behind it.
[08] Questions
Window & Gutter Cleaning: common questions
Do we need to replace Jobber or our window cleaning software?
No. Jobber or your window cleaning software keeps running routes and invoicing. We connect its data with crew pay, safety records, and accounting so each route and each crew can be measured.
Can you combine reporting across window cleaning companies we acquired?
Yes. We map each location's customers, services, and accounts to shared definitions so routes, revenue, and margin can be compared and rolled up.
How do we track recurring storefront routes and missed cleanings?
We pull each contract's locations and frequency into one schedule and compare it with completed jobs. Missed or late stops are listed by route and crew every week.
Can you help us plan crews for the fall gutter cleaning season?
Yes. We combine booked gutter jobs, open requests, and crew hours by week, so you can see where the backlog outruns capacity before customers start calling.
Can you keep anchor certification records for the high rise buildings we clean?
Yes. We store the building owner's written anchor certification and inspection dates with each building record and flag the ones missing or coming due before a job is scheduled.
Can AI automate service records, quotes and recurring contract paperwork for window & gutter cleaning?
Yes. Cass & York can build a workflow that extracts structured details from service records, quotes and recurring contract paperwork, matches them to records in Jobber and Housecall Pro and accounting, and flags missing or ambiguous information for staff review. The integration can reconcile recurring storefront routes and crew schedules without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →