800 Leads a Month From Five Channels: Getting Every Window Cleaning Lead Into Jobber
Canvassers, partner companies, the crews themselves, Facebook, WhatsApp, the website. A growing window cleaning business has leads arriving everywhere, typed in by hand, priced differently depending on who took them. Here is how to get every one into Jobber the same way.
Part of the window cleaning automation series. Want instant replies and texting too? See Jobber SMS automation.
Why do leads get lost in a growing window cleaning business?
Because they arrive in too many places and each one is re-typed by hand. The company I built for received roughly 800 new leads a month: 400 to 500 from door-to-door canvassers, 100 to 200 from partner companies, about 150 from their own crews, plus the website. They came in through WhatsApp, Airtable forms, Facebook, website forms and canvasser spreadsheets.
Every hand-typed lead is a chance to mistype a phone number, create a duplicate client, quote a different price, or simply not get round to it. At 800 a month, those small chances add up to real revenue.
How do you handle every channel the same way?
Route every channel through one quote flow with one pricing system. Whether the lead comes from a canvasser, the website or a cleaner on the round, it goes through the same form, gets the same price for the same house, and is written into Jobber the same way. The channel is recorded on the lead, including who took it, so you can still see which sources convert.
- Capture name, mobile, address and postcode, and what they want doing.
- Price it from the standard pricing, so nobody has to work it out or argue it on a doorstep.
- Create the Jobber client and quote immediately, matched to an existing client by mobile number or address where one exists.
- Record the outcome: accepted, declined, or thinking about it. A decline is still useful information, and it stops anyone chasing them by mistake.
How should a cleaner quote at the door?
From the same app they use for their round. When a neighbour stops the crew and asks for a price, the cleaner opens "Quote a customer" instead of writing a number on a scrap of paper. The price comes up from the standard pricing, the quote lands in Jobber, and the office never needs to be told.
If the price they need is not on the list, the right move is to take the details and say the office will ring, rather than guess. A guessed price becomes the customer's expectation forever.
Why track Lead, Quoted and Customer?
Because "has not replied" means different things at each stage. A lead who has not seen a price needs a quote. A customer who has seen a price and gone quiet needs a follow-up. Moving the client from Lead to Quoted at the moment they are actually shown a price means Jobber's built-in quote follow-ups chase the right people, and only them.
How should the first clean be booked?
Automatically, on the soonest day a van is busy in the customer's area. Asking a new customer to pick a date sounds friendly but breaks the round: they pick a day the van is twenty miles away. In the live system there is no date picker at all. When the customer accepts, the first clean is booked on the next real round day for their postcode, shown on screen and included in their welcome email. If no round covers their area yet, they are set up and the office arranges the first clean.
If the customer cannot do that date, the cleaner takes the quote anyway and the office moves it. That is the exception, not the default.
What should a new customer be told?
The things they would otherwise ring the office about. A welcome email, sent only to genuinely new customers once they are booked, covers how regular cleans work, the reminder text the day before, why the windows are left wet, and paying online after each clean. It saves the cleaner explaining everything on the doorstep and saves the office the calls.
What goes wrong when you automate this?
Two problems from real days, both now handled:
- Two quotes in the same second. Two sign-ups back to back were both handed the same quote number by Jobber, which reported an error while still saving the quote. Retrying naively made a second quote for the same customer. Quotes are now created one at a time, and if Jobber reports that error, the quote it saved is adopted rather than a duplicate created.
- A second quote losing the address. A fast second quote for an existing client could split the client in two. The flow now reuses the address the client already has.
Neither shows up in a demo. Both show up in the first busy week, which is why a lead system needs testing on real volume before it is trusted.
Running a window cleaning business on Jobber?
I build the scheduling, routing and automation layer Jobber does not have: vans and territories, daily targets, missed-visit handling and lead intake, all writing back to your Jobber account. Tell me how your rounds work and I will tell you honestly what is worth building.
Book a Free 30-Min CallFrequently asked questions
How do window cleaners manage leads from canvassers?
Give canvassers the same quote flow as everyone else, rather than a spreadsheet, so each lead is priced from the standard pricing and written into Jobber as a real client and quote with the canvasser recorded as the source.
Can a window cleaning quote form create quotes in Jobber automatically?
Yes. Through Jobber's API a form can create or match the client, add the property, create the quote with the right line items, and move the client from Lead to Quoted when they have seen a price.
Should new window cleaning customers choose their first clean date?
Usually not. Letting them pick tends to put the van on a day it is nowhere near their street. Booking the first clean on the soonest day a van is already working in their area protects the round, and the office can move it in the rare case the date does not suit.
More on window cleaning operations
- Planning the 8-week cycle. Where new customers fit on the round.
- Jobber SMS automation. Instant replies and follow-up by text.
- The complete Jobber automation guide. Lead response and quote follow-up for any trade.