Window Cleaning CRM
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Cross-sell SMS pushes to existing customers (e.g. pressure washing for Idaho window-cleaning customers). Customers tap a link to pick services they want quoted; results land in the Inbox + your daily digest text.
Customers who called from areas you're not currently in. When you move to their state, reach out to book them.
Customers whose drip campaigns finished without a reply. Click Call to dial and log the attempt, then pick an outcome.
Every call handled by the AI phone agent. Click a row to see the full transcript.
Manage crews, names, colors, and which state each crew is currently operating in.
Define what each role can access. Assign roles to users above.
Preview the app as a specific user sees it — their data, permissions, and layout. Useful for testing role configs.
Controls how time slots are displayed to customers in SMS, booking pages, and the public scheduler.
Crew see full customer detail (name, phone, address, SMS thread) only for active jobs in the current Mon-Sun week. Completed jobs and jobs in other weeks show first name + price only and can't be opened.
Text shown before the booking URL in SMS messages when using {{book_link}}.
Sync imports customers. Smart Sync pulls fresh data and lets you review conflicts before merging.
Draw neighborhoods on the map and assign a salesperson. A salesperson sees the customers inside the zones assigned to them; unassigning a zone removes that visibility.
These services appear on the public booking page, in SMS drips, and in the campaign customer review. Leave the price blank if you want to quote it per customer. Drag the handle to reorder.
These links are sent to customers when requesting payment after a booking.
Saved.
Automatically SMS unpaid customers on selected days.
Saved.
Controls how completed jobs roll up to crew pay in the Commissions report.
Saved.
Auto-text customers 48 hours before their appointment with a confirm/reschedule prompt. The "on the way" text is a manual button on each booking — never automatic, since traffic and prior-job overruns make it unreliable.
When off, no automatic reminders go out. The manual "on the way" button still works.
Reminders only send when the customer's local time is in this window. Customers outside the window roll into the next hourly tick.
Saved.
When enabled, inbound calls to your Twilio number are handled by the AI agent. It can look up customers, check availability, and book appointments. View call logs in the AI Call Logs tab.
A one-page guide to get you productive on day one.
| Tab | What it's for |
|---|---|
| Dashboard | Today at a glance — jobs, payments, alerts |
| Jobs | The calendar. Day / Week / Month views. Drag to reschedule |
| Customers | Search, edit, add customers |
| Inbox | SMS conversations from customers |
| Map | See customers and jobs on a map |
| Reports | Revenue, crew, and campaign reporting |
| Campaigns | Drip-SMS campaigns to win back overdue customers |
| Settings | Users, crews, services, payments, AI, and more |
The three dots (···) in the nav opens the overflow menu.
{{first_name}} and {{price}} — the preview shows exactly what the customer will see.If you made a mistake after completing, open the job and hit Redo to reopen the same flow with everything prefilled.
Settings → Services → + Add. Name it, optionally set a default price, and it shows up everywhere: campaigns, booking pages, SMS, completion flow. Drag to reorder, click the × to remove (past jobs keep their labels).
If you hit something you don't understand, ping your admin. If the system is broken or a text didn't send, the admin can check Settings for the relevant status badges and logs.
View status of background jobs. If a job is stuck, you can force-run it — only unsent messages will be processed.
Detect landline numbers via Twilio Lookup so they're skipped on SMS drips and flagged for a manual call. Drips already check on first send — run this scan to flag every customer up-front.
Set when the selected customers can be booked. Customers who reply LATER can reschedule within these windows.
Check crews to assign. Click the star to set primary crew.
Override the role default for "Manage schedule" — drag/drop, time/crew edits, cancel, create, reschedule resolve.