Window Cleaning Scheduling Software

Window Cleaning Scheduling Software for Cleaning Companies & Exterior Cleaning Teams

Run a more efficient window cleaning business with better cleaner scheduling, faster customer communication, less admin work, and stronger cash flow from first enquiry to final payment.

OctopusPro helps window cleaning and exterior cleaning businesses manage the complete service workflow in one place. Whether you run a residential window cleaning business, commercial window cleaning team, exterior glass cleaning business, shopfront and office window cleaning service, or last-minute window cleaning operation, you can use OctopusPro to schedule window cleaning jobs, manage cleaner, crew, and service vehicle availability, store customer property, access, and service records, manage cleaning supplies, equipment, screens, tracks, sills, and service add-ons, dispatch mobile cleaning crews, give cleaners live job details, automate customer communication, capture window cleaning checklists, site notes, before-and-after photos, and proof of attendance, service, and completion, collect signatures, attach photos, send invoices, collect payments, and track every window cleaning job from first enquiry to final payment. It is ideal for residential window cleaning, commercial window cleaning, high-rise and low-rise window cleaning coordination, shopfront glass cleaning, strata window cleaning, builders cleans, screen cleaning, skylight cleaning, solar panel cleaning add-ons, recurring maintenance, same-day window cleaning, and urgent residential or commercial window cleaning requests.

Drive Revenue and Profitability with Better Window Cleaning Job Management

Increase revenue, improve cleaner and crew utilisation, and run a more profitable window cleaning operation with better control over window cleaning jobs from enquiry to completion. OctopusPro helps you convert more leads into booked work, quotes through approval faster, improve schedule efficiency, and reduce administrative waste as your window cleaning business grows.

Window Cleaner Scheduling and Rota Management

Keep your cleaners fully utilised, reduce scheduling chaos, and run window cleaning jobs and mobile crew jobs from one organised calendar. Stay organised and improve window cleaning operation efficiency by managing multiple window cleaning crews’ schedules and bookings from one calendar. Coordinate window cleaning jobs, site visits, and follow-up appointments while keeping customers informed and your team fully prepared.

Scheduling and Dispatch Board for Window Cleaning Jobs and Mobile Crews

Use OctopusPro’s scheduling and dispatch board to manage window cleaning appointments, window cleaning jobs, unassigned work, and window cleaner (window cleaners) workloads from one live calendar. Drag and drop bookings, scan jobs in list view, match work to the right crew / window cleaner, and keep the day window cleaning without juggling spreadsheets, whiteboards, or disconnected calendars. See Calendar – Scheduling & Dispatch, Calendar List View, and Find Availability.

Daily, Weekly, and Monthly Calendar Views

Daily, Weekly, and Monthly Window Cleaning Schedule Views

Get better visibility of workload, capacity, and bottlenecks so you can plan ahead instead of reacting at the last minute. Use flexible calendar views to pla window cleaning jobs by day, week, or month. This makes it easier to manage workload, monitor crew and service vehicle capacity, avoid scheduling conflicts, and keep your operation running on time.

Flexible Calendar Setup for Your Workflow

Flexible Calendar Setup for Your Window Cleaning Workflow

Schedule work more efficiently, improve visibility, and organise bookings around the way your business operates. OctopusPro’s flexible calendar setup adapts to window cleaning operation bookings, site visits, commercial window cleaning jobs, and crew rosters, with calendar filters, live availability, window cleaning service areas, and assignment rules that help you manage work clearly and effectively.

Google and Outlook Calendar Integrations

Reduce double booking, save admin time, and keep your office team and window cleaning crews aligned with Google Calendar integration and Outlook Calendar integration. OctopusPro keeps appointments, availability, and schedule updates in sync, improving visibility across your team and making day-to-day scheduling easier to manage.

Make Sure Every Window Cleaning Request Is Handled Quickly and Efficiently

Reduce delays, improve response times, and route every window cleaning request to the right window cleaner more efficiently with structured window cleaning job assignment and dispatch workflows. OctopusPro helps your office, window cleaning operation, and window cleaning crews coordinate work through manual and automatic assignment options, real-time progress tracking, and clearer visibility from request through to completion. This gives your office team better control over dispatch, reduces scheduling conflicts, and helps jobs progress more smoothly through the workflow.

Let Window Cleaners Accept or Decline Job Requests

Reduce response delays, give window cleaners more flexibility, and keep jobs progressing without losing control over dispatch. With OctopusPro’s accept and decline job request workflows, fieldworker job request management tools, and settings to allow window cleaning crews to accept or decline job requests, window cleaners can review new assignments, accept suitable work, decline window cleaning jobs that do not fit their availability or window cleaning service area, provide decline reasons, and suggest alternative times when enabled. Your office team can notify window cleaning crews by push, SMS, or email and quickly reassign declined work so window cleaning jobs keep progressing smoothly from dispatch to completion.

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   • Manage bookings, work orders, crew schedules, and service vehicle dispatch from one system
   • Handle residential window cleaning jobs, commercial window cleaning jobs, exterior glass cleaning, and last-minute window cleaning jobs more efficiently
   • Reduce admin time for office staff, service coordinators, dispatchers, and crews
   • Improve productivity, customer experience, crew utilisation, and profitability

Automatically Match the Right Cleaner or Crew to Each Window Cleaning Job

Improve first-time fix rates, strengthen service quality, and assign window cleaning jobs more accurately from the start. OctopusPro helps you match each booking to the right window cleaner using a combination of skills, window cleaning services offered, and eligibility, together with real-time availability, working hours, leave, time blocks, synced calendars, and map-based window cleaning service areas to make smarter scheduling and dispatch decisions. This is especially useful when window cleaning jobs need to be assigned based on both capability and real window cleaning coverage, including specialist work such as site assessments, office cleaning service and exterior glass cleaning window cleaning jobs, or commercial window cleaning.

Crew-Based Scheduling and Window Cleaning Service Matching

Make crew capabilities easier to deploy, improve window cleaning job accuracy, and define more clearly which window cleaners can perform which types of work. With skills-based window cleaning job assignment by window cleaning services and eligibility, configure window cleaner profiles around the services they offer and the work they are approved to handle. This helps you assign bookings based on service type, service type, service vehicle requirements, and crew capability, and internal requirements, and can be extended with profile data and custom fields to record things like service vehicle types, crew sizes, add-on cleaning options, access requirements, or other service-specific criteria.

Real-Time Technician Availability

Real-Time Window Cleaning Crew Availability

Avoid double bookings, schedule with greater confidence, and give your office team a clearer view of who is genuinely available for new work. With real-time crew availability, OctopusPro checks each window cleaner’s working hours and live calendar availability, including unavailable periods and breaks, so bookable time slots reflect actual capacity. When enabled, it only shows customers time slots where at least one matching window cleaner is available, helping you make better dispatch decisions, reduce scheduling conflicts, and keep the day running more smoothly.

Map-Based Window Cleaning Service Areas and Coverage Control

Prevent out-of-area bookings, reduce wasted travel, and assign window cleaning jobs based on real window cleaning coverage. With map-based fieldworker window cleaning service areas and coverage rules, OctopusPro lets you define precise territories, multiple service regions, and overlapping coverage where needed. This helps you match window cleaning jobs to the right window cleaners based on actual coverage, apply a default travel radius when required, and avoid bookings outside the areas you support.

Fieldworker availability finder

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Optimise Your Window Cleaning & Exterior Cleaning Company Management

OctopusPro is built for window cleaning businesses, window cleaning companies, exterior cleaning teams, and recurring maintenance providers that need better visibility, faster scheduling, stronger documentation, and a smoother customer journey. Whether you operate from a fixed window cleaning operation, offer window cleaning jobs, or run a hybrid model, OctopusPro helps you manage the full service workflow in one connected platform instead of spreadsheets, paper service reports, and disconnected apps. Manage bookings, work orders, estimates, crew scheduling and assignment, customer records, service history, communication, billing, invoicing, payments, and follow-up more efficiently, while supporting services such as repeat cleaning service work, site assessments, recurring residential window cleaning, commercial glass maintenance, shopfront cleaning, strata window cleaning, screen cleaning, track and sill cleaning, builders clean window cleaning, solar panel cleaning add-ons, large residential and commercial window cleaning jobs, last-minute window cleaning requests, site assessments, and repeat service programs.

Property, Site, and Window Cleaning Service Profiles

Collect the right service details upfront so your team can quote faster, understand site requirements more accurately, and deliver more consistent repeat service. OctopusPro stores structured property and service profiles with details such as property type, access notes, window areas, glass type, screen details, service frequency, and custom fields, helping your team understand each site faster and manage window cleaning more efficiently. See Customer Properties, Service Sites, and Managed Locations (Dependents, Assets & Locations) and Custom Fields.

Window Cleaning Service History and Customer Record Management

Diagnose faster, deliver more consistent service, and build customer trust with a complete record of every window cleaning job. With service history and record management, OctopusPro keeps previous window cleaning jobs, notes, attachments, invoices, and communication records in one place, helping your team track past work, support future future window cleaning job recommendations, and provide a more transparent service experience.

Saved Service Locations and Required Site Selection for Repeat Customers

Saved Service Locations for Repeat Window Cleaning Customers

Speed up repeat bookings and reduce address errors with Saved Service Locations for multi-site customers and commercial and repeat customer accounts and required customer-property selection during online booking. OctopusPro lets you store multiple service sites, commercial addresses, building areas, glass zones, and other customer-linked records in the customer profile, then require the customer to choose the correct location, window cleaning job, or property before submitting a booking. This is ideal for commercial window cleaning clients, and repeat customers who book work across multiple sites.

Saving Customer Job Sites On Profile

Digital Window Cleaning Checklists, Service Reports, Site Notes, and Proof of Attendance, Service, and Completion

Standardize site assessments, reduce missed steps, and maintain a more professional, accountable service process with digital forms and checklists. OctopusPro helps window cleaning and exterior cleaning businesses run digital site assessments, service reports, service reports, compliance checks, site assessments, warranty workflows, and job completion records in one structured workflow. Capture customised checklists, required photos, before-and-after images, service notes, customer approvals, signatures, and proof of attendance, service, and completion in a consistent format that can be completed online or offline. This helps your window cleaning operation improve accountability, reduce mistakes, keep a clear audit trail, and stay consistent and audit-ready across window cleaning job checks and internal process records, window cleaning job approvals, and customer sign-off. See Forms & Checklists Overview, Using Forms & Checklists, and Digital Signatures.

Unified Window Cleaning Work Order Management

Reduce admin, improve team coordination, and keep jobs progressing more efficiently with one connected window cleaning work order system. OctopusPro brings together window cleaning enquiries, quotes, bookings, work orders, crew schedules, invoices, and payments in one place, so your team can manage each window cleaning job more smoothly from intake to completion.

Custom Booking Statuses for Your Repair Workflow

Custom Booking Statuses for Your Window Cleaning Workflow

Give your team clearer workflow control, better visibility, and stronger automation across every window cleaning job. With custom booking statuses for window cleaning workflows, OctopusPro lets you create stages such as Awaiting Approval, Awaiting Equipment or Materials, Site Assessment Complete, Ready for Service, On Hold, or Follow-Up Required, so each window cleaning job can be tracked and managed in a way that fits your process.

Window Cleaning Supplies, Equipment, and Stock Control

Reduce delays, improve pricing accuracy, and keep profitable jobs progressing with tighter control over cleaning supplies and stock. OctopusPro helps you track stock levels, organise cleaning supplies, equipment, and cleaning supplies, and add products directly to quotes, bookings, and invoices, so window cleaning jobs are priced more accurately and less likely to be delayed by missing or mismanaged items. See the Products & Inventory guide.

Service Packages, Add-Ons, and Product-Linked Job Management

Cleaning supplies, equipment, screens, tracks, and add-on service management

Create clear window cleaning service packages for cleaning supplies, window cleaning equipment services, extra crew or service vehicle support, site assessments, and common window cleaning service add-ons, then link the right products, pricing rules, and service options to each window cleaning job. OctopusPro helps you organise window cleaning service lines and cleaning supplies in a structured way so your team can quote faster, upsell more accurately, and keep window cleaning workflows consistent. See Create a New Service and Products & Inventory.

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Window Cleaning Quote-to-Job Estimating Workflow

Create professional window cleaning estimates faster, improve window cleaning quote accuracy, and convert approved quotes into booked work without duplicate data entry. OctopusPro keeps pricing, notes, attachments, custom fields, approvals, and follow-up activity connected in one workflow from quoting through to scheduling, invoicing, and payment. See Window Cleaning Quote & Estimate Management, View & Manage Quotes, Accept or Decline Quotes, and Custom Fields.

Follow-Ups & Reminder Automation

Follow-Ups & Reminder Automation

Improve window cleaning quote conversion, reduce missed opportunities, and keep your pipeline window cleaning with more consistent follow-up. OctopusPro helps you manage manual follow-up tasks and automate reminder messages, so your team can stay on top of open quotes more efficiently.

Set a follow-up date for each window cleaning quote, view due and overdue follow-ups in one place, and automate reminders by email, SMS, and WhatsApp where enabled. Expiry dates can help create urgency, while reminders stop automatically when a window cleaning quote is accepted, declined, cancelled, deleted, or converted into a booking. Communication logs also give your team clear visibility into what has been sent and what still needs action. See the Window Cleaning Quote Follow-Up Reminder Automation guide.

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Improve Lead Conversion and Window Cleaning Booking Rates

Turn more window cleaning enquiries into paying work, respond faster, and leads to confirmed bookings with a more organised sales workflow. With window cleaning enquiry management, lead tracking, and window cleaning enquiry-to-booking conversion, OctopusPro helps your team review new opportunities sooner, send quotes promptly, and keep every lead window cleaning efficiently from first contact to confirmed window cleaning job.

Website Inquiry Widget and Customer Portal Contact Us Lead Funnel

Website Enquiry Widget and Customer Portal Contact Us Lead Funnel

Capture more quote requests, reduce missed opportunities, and give your team a faster path from enquiry to window cleaning quote or booking. With the embedded lead capture form for your website and the Customer Portal Contact Us window cleaning enquiry form, OctopusPro lets prospects submit service details, addresses, photos, and timing questions when they are not ready to book yet. Each submission automatically creates a window cleaning enquiry your team can qualify, follow up, and convert into a window cleaning quote or booking without re-entering details. This is especially valuable for site assessments, complex window cleaning jobs, commercial window cleaning enquiries, and other “window cleaning quote first” window cleaning jobs.

Automated Lead Recovery and Window Cleaning Booking Follow-Up

Recover lost revenue, reduce manual chasing, and stop leads from going cold with more consistent follow-up. OctopusPro helps you re-engage incomplete bookings and missed opportunities using automated window cleaning enquiry contact-attempt notifications and abandoned cart follow-up messages, along with lead follow-up reminders. This helps your team stay on top of open opportunities, respond more consistently, and convert more leads into booked work.

New Inquiry Notifications and Full Inquiry Review Workflow

New Enquiry Notifications and Full Window Cleaning Enquiry Review Workflow

Help your office team respond sooner, qualify leads faster, and make sure promising window cleaning jobs do not sit unattended. With web and mobile window cleaning enquiry notifications in OctopusPro’s notifications centre and a full window cleaning enquiry details view for lead qualification, follow-up, and conversion, your team can review service details, addresses, photos, communication history, follow-up reminders, lead source data, and conversion options from one screen as soon as a new window cleaning enquiry is submitted. This helps you respond faster, stay organised, and convert more window cleaning enquiries into quotes and confirmed window cleaning jobs.

Inquiry Discussions, Internal Notes, and Customer Updates

Enquiry Discussions, Internal Notes, and Customer Updates

Keep every pre-booking conversation in context, help your team collaborate more effectively, and follow up with greater confidence. With threaded window cleaning enquiry discussions, internal notes, and visibility controls and email, SMS, and calling directly from window cleaning enquiries, OctopusPro lets your team collaborate internally, attach files, share customer-visible updates when needed, and maintain a complete communication trail linked to the window cleaning enquiry instead of scattered across inboxes, text messages, and personal notes.

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Integrate your website and start accepting window cleaning bookings online

Turn your website into a 24/7 booking channel that generates more window cleaning enquiries, quote requests, and service bookings without adding extra admin

OctopusPro helps window cleaning and exterior cleaning businesses manage last-minute requests, give customers clearer booking options, and make sure your team has enough time to prepare, assign staff, and travel to the job.

Customer Online Booking and Self Service

Self-Service Online Booking for Window Cleaning Jobs

Make booking easier for customers, reduce admin, and manage scheduling, dispatch, and window cleaning job progress from one connected system. With online window cleaning quote, booking, appointment, and window cleaning job management, OctopusPro helps your team manage work from anywhere while customers can request quotes and book services through your website. Customise the booking experience to match your brand, present your services clearly, and use it as part of your website or as a standalone booking site.

Online Booking and Job Management

Customer Self-Service Booking Rescheduling

Reduce admin, improve convenience, and give customers more flexibility with customer self-service booking rescheduling. OctopusPro lets customers reschedule appointments through the customer portal or directly from booking confirmation and reminder emails, while your business keeps control with minimum notice rules for booking changes. This helps your team cut back on calls and back-and-forth messages, reduce scheduling conflicts, and make it easier for customers to update their booking without leaving your system.

Controls for Exact Times, Time Windows, and Advance Notice

Offer clearer booking choices to customers while keeping tighter control over availability and scheduling. With exact booking start times and customer time-window settings and minimum notice time rules for new online bookings, OctopusPro lets you choose whether customers book a precise time or an available time window, while controlling how much notice is required. This helps create a smoother online booking experience and reduce last-minute scheduling pressure.

Compatible with all website builders, regardless of the platform

Add online booking and lead capture to your existing site without rebuilding your website or changing platforms

Automated Service Reminder Notifications

Automated Window Cleaning Reminder Notifications

Bring customers back at the right time, improve retention, and generate more repeat revenue with automated service reminders. OctopusPro helps you send recurring and follow-up reminders for services such as recurring residential window cleaning, scheduled commercial glass maintenance, strata window cleaning, shopfront cleaning, and planned follow-up work, making rebooking easier and helping you stay top of mind. See Automate Recurring Service Reminders for Customers.

Recurring and Repeat Maintenance Bookings

Recurring and Repeat Window Cleaning Bookings

Lock in future work, reduce rebooking admin, and create more predictable recurring revenue with repeat repeat window cleaning scheduling. OctopusPro lets you create repeat and recurring bookings for services such as follow-up window cleaning, commercial cleaning service and recurring window cleaning work, site assessments, repeat window cleaning services, and preventive window cleaning maintenance, while also letting you offer recurring service booking online for customers.

Voucher Codes, Promotions, and Seasonal Window Cleaning Campaigns

Create more demand, win new customers, and bring existing customers back with targeted offers and seasonal campaigns. OctopusPro helps you drive more bookings using discount voucher code management and customer portal promotions and homepage banners, making it easy to launch first-visit discounts, time-sensitive offers, and seasonal campaigns that attract new business and encourage repeat bookings.

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Multi-Address Bookings

Multi-Site Window Cleaning Bookings and Service Locations

Reduce confusion, price travel more accurately, and handle complex multi-site and multi-location window cleaning jobs with greater control. OctopusPro supports multi-address bookings for multi-site, multi-building, and recurring window cleaning jobs, making it easier to manage urgent window cleaning requests, multiple site locations, building access points, retail shopfronts, strata properties, and other non-standard service visits. You can also use distance-based travel fees to calculate travel between locations and charge per km or mile where needed, helping you recover fuel and drive time more fairly while keeping pricing clearer for customers.

Exact GPS Coordinates, Shared Pin Links, and Google Maps URLs

Exact Service Locations, Shared Pin Links, and Google Maps URLs

Improve location accuracy, speed up dispatch, reduce location errors, and help window cleaners reach the exact service location faster for service location, service completion, and hard-to-access sites. With Google Maps URL and shared pin capture during booking and mobile booking location tools for precise on-site service location and service completion locations, your team can paste a customer’s dropped pin or Google Maps share link into the booking location prompt, confirm the exact service location on the map, and use precise GPS pin locations for last-minute service location, service completion, and window cleaning requests and hard-to-find service sites.

Dispatch Faster with Real-Time Window Cleaner Tracking

Improve response times, reduce unnecessary travel, and make faster dispatch decisions with real-time fieldworker tracking. OctopusPro helps your team view active window cleaning crews on a live map, identify the closest available worker for urgent bookings, and schedule work more efficiently based on real-time location. See how it works in our real-time fieldworker location tracking software guide.

Real Time Fieldworker Location Tracking Summary

ETA Updates and Geofenced Window Cleaning Job Progress

Improve punctuality, reduce “where is my window cleaner?” calls, and give dispatchers clearer window cleaning job progress visibility with real-time tracking and automated updates. OctopusPro combines real-time GPS tracking and live window cleaning job status updates with live ETA updates, GPS booking tracking, and running-late alerts, plus geofenced arrival and automatic fieldworker check-out. This helps your team monitor window cleaner travel, arrival, and departure more accurately and keep scheduled window cleaning jobs running on time.

Live Technician Tracking for Customers

Live Window Cleaner Tracking for Customers

Set clearer arrival expectations, improve customer confidence, and reduce unnecessary calls to your office with live window cleaner tracking for customers. OctopusPro lets customers follow their assigned window cleaner while they are on the way, helping create a more transparent service experience and making arrival times easier to understand.

Fieldworker Address Privacy Until On the Way

Address Privacy Until the Cleaner Is On the Way

Protect customer privacy, control when sensitive address details are revealed, and keep visibility aligned with your dispatch workflow. With address masking until the window cleaner taps On the Way and fieldworker permissions that control what mobile staff can view in the app, OctopusPro helps prevent premature access to sensitive locations and supports stronger privacy controls based on window cleaner travel status.

Nearby Bookings and Proximity-Based Dispatch

Nearby Window Cleaning Bookings and Proximity-Based Dispatch

Reduce travel time, improve response times, and fit more profitable work into each day with Nearby Bookings and proximity-based scheduling for window cleaning crews. OctopusPro helps dispatchers and window cleaning crews view window cleaning jobs by geographic proximity, identify the closest qualified window cleaner, and cluster work more efficiently across service location and service completion window cleaning jobs, and urgent call-outs. This supports smarter route planning and helps your team complete more window cleaning jobs without sacrificing service quality. In simple terms, Nearby Bookings proximity-based scheduling helps you plan around a booking by showing nearby window cleaning jobs, road distance, and available time slots so you can cluster appointments and optimise routes. In contrast, Real-Time Fieldworker Location Tracking software shows the live location of active window cleaning crews, helping dispatchers identify who is closest right now for faster window cleaning job assignment and real-time dispatch decisions.

Deliver a more personal window cleaning experience, respond faster, and build stronger long-term customer relationships by keeping every customer, site, booking, and communication record in one place.

Customer CRM and Communication Management

OctopusPro’s built-in CRM tools bring together customer details, service addresses, service records, quotes, bookings, invoices, complaints, and a complete communication history in one organised system. You can also manage customer profile custom fields, labels, internal notes, properties or assets linked to the customer, account statements, and billing details from one profile, while giving customers a secure self-service space through customer portal profile management to keep their details up to date. This helps your team respond faster, personalise service more easily, and maintain a clearer customer record across the full relationship lifecycle.

CRM Management Features

Automated Window Cleaning Reminders and Confirmations

Reduce no-shows, protect window cleaner time, reduce cancellations, and keep customers and window cleaners better informed without extra manual follow-up. With automated email, SMS, and app reminders and confirmations, OctopusPro can send reminders before scheduled appointments and confirmations with the necessary booking information for upcoming, booked, rescheduled, changed, or cancelled window cleaning jobs. You can also customise your reminder and confirmation messages to match your workflow and branding, helping keep every appointment on track and everyone informed every step of the way.

Automate Customer and Staff Communication

Automate Customer and Staff Communication

Save hours of admin, reply faster, keep your office staff and window cleaners aligned, and present a more professional and consistent image at every stage of the window cleaning job. With email and SMS automations for customer updates, reminders, and internal staff communication, plus canned responses and reusable message templates, you can send status updates, on-the-way notifications, rescheduling alerts, quotes, invoices, payment reminders, follow-ups, internal prompts to staff, and consistent replies to common window cleaning enquiries, booking questions, updates, approvals, and follow-ups without rewriting the same messages every time.

Two-Way Customer and Technician Communication

Two-Way Customer and Cleaner Communication

Keep everyone aligned, make communication easier to track, and reduce delays caused by scattered messages. With two-way booking communication and direct messaging with window cleaners through OctopusPro, your team can contact customers, contact window cleaning crews, send updates, request approvals, answer questions, and keep chat, SMS, calls, and communication history linked to the relevant window cleaning job record instead of scattered across personal devices.

WhatsApp Integration

Reach customers and window cleaning crews faster, reduce communication delays, and manage WhatsApp messaging from one central system with WhatsApp Business integration through Meta. OctopusPro lets you use approved Meta templates for confirmations, reminders, status updates, follow-ups, first-contact auto-responses, and targeted bulk WhatsApp campaigns to mailing lists. It also helps you track template status, message service completion, read rates, failures, and overall account activity, giving your team better visibility and control over day-to-day service communication and outreach.

Digital phone system, missed-call workflows, and call logging

Deliver a more professional calling experience, keep every call linked to the right customer record, and manage phone communication more efficiently from one system. OctopusPro lets your team handle business calls, SMS, voicemails, call routing, and call logs in one connected workflow, with in-app calling, branch-based number routing, missed-call workflows, and communication history tied to the right records. This helps your team stay organised and responsive without relying on personal mobiles. See the Digital Phone System guide.

Unified Notifications Hub Across Web and Mobile

Unified Notifications Hub Across Web and Mobile

Help your team respond faster, stay organised, and keep time-critical communication from being missed with one central notifications hub across web and mobile. OctopusPro brings calls, voicemails, SMS, discussions, leads, and operational updates into a notifications centre for web and window cleaning crews, supported by a live dashboard with window cleaning enquiries, SMS, and discussion widgets. This gives office staff and dispatchers a clear view of what needs attention next, helping them react faster to new leads, missed calls, internal updates, and urgent service communication.

Share Photos, Documents, and Service Notes with Window Cleaners

Give window cleaners the context they need before they start, reduce back-and-forth, and help window cleaning jobs get completed more accurately with better field collaboration and documentation. With booking attachments, OctopusPro lets your team attach estimates, photos, site assessment images, instructions, invoices, and other window cleaning job-related files, while also allowing window cleaners to upload before-and-after photos and other field images as the work progresses. This keeps office staff and window cleaners aligned, improves communication, and creates clearer proof of attendance, service, and completion throughout the window cleaning job.

Secure Cloud Storage for Photos, Documents, and Service Records

Secure Cloud Storage for Photos, Documents, and Service Records

Keep critical window cleaning job information secure, accessible, and easy to find throughout the full service lifecycle. OctopusPro securely stores your business data in the cloud, giving your team reliable long-term access to the records, attachments, and documentation connected to each window cleaning job. Whether your staff are in the window cleaning operation, on-site, or working remotely, they can quickly find the information they need to quote, schedule, complete, invoice, and follow up with confidence. This helps maintain continuity across every stage of the service process without relying on paper files or scattered storage systems.

Get Paid Faster and Keep Cash Flow Under Control

Shorten the time between completing work and collecting payment while keeping invoicing and payment records easier to manage. OctopusPro helps window cleaning businesses manage invoicing, payments, deposits, and refunds more efficiently. Generate invoices quickly, collect payments through supported gateways, track balances, automate reminders, and maintain clear financial records for every window cleaning job. This reduces admin work and creates a smoother payment experience for both customers and staff.

Saved Cards, Card on File, and Flexible Deposit Terms

Saved Cards, Card on File, and Flexible Deposit Terms

Reduce payment friction, make it easier for customers to approve work, and support more flexible booking and payment workflows. With service payment terms for deposits, card-on-file, and pay-later bookings and saved payment methods in the customer portal, OctopusPro lets you collect deposits, securely store cards for later charging, and help returning customers pay faster without re-entering their details. This is especially useful for site assessments, approval-based window cleaning jobs, emergency call-outs, recurring maintenance, and balance-after-service workflows.

Card-present, mobile, and online payments in one workflow

Card-present, mobile, and online payments in one workflow

Get paid faster, reduce admin, and give customers more ways to pay with one connected payment workflow. OctopusPro supports online deposits and secure payment methods, mobile payment collection, card-present payments at the window cleaning operation, and secure payment links sent with quotes and invoices. It integrates with multiple payment gateways, including Stripe, PayPal, Authorize.Net, Square, Checkout.com, eWAY, WePay, and Tap, so you can collect deposits, balances, and on-site payments more efficiently while keeping quoting, invoicing, and payment collection connected in one system.

Ad-Hoc Services and On-Site Charge Adjustments

Ad-Hoc Services and On-Site Charge Adjustments

Capture extra labour, cleaning supplies, and one-off charges immediately so changing window cleaning job scope does not lead to missed revenue. With custom services and non-catalog line items added from the fieldworker app, window cleaners can record unexpected labour, window cleaning job assessment time, emergency cleaning supplies, fluids, and other additional window cleaning job items directly in quotes, bookings, and invoices from the field.

Integrate with industry-leading payment gateways

In-App Invoicing and Payment Collection for Mobile Window Cleaning Jobs

Close out window cleaning jobs faster, invoice sooner, get paid closer to job completion, and make payment collection easier while the window cleaner is still on-site. With instant invoicing and in-app invoicing and payment collection, OctopusPro lets window cleaners create invoices and take payment as soon as the window cleaning job is completed, helping reduce delays, improve transparency, shorten the gap between finishing the window cleaning job and collecting payment, and keep cash flow window cleaning.

Invoice Labels, Tracking, and Audit Trail

Stay organised, resolve disputes faster, and give your team clearer visibility over invoice progress with invoice labels and tags plus a detailed invoice history log and audit trail. Categorise invoices by workflow stage, track key actions such as sent, edited, paid, or voided, and quickly review what changed, when it changed, and who made the update. This makes it easier to manage finance workflows, investigate billing questions, and keep invoice records clearer and more accountable as your operation grows.

Digital Signature Capture

Approve work faster, reduce paperwork, and create a more reliable sign-off process with digital signature capture. Collect customer approval and sign-off for quotes, bookings, and invoices electronically, whether the customer signs through any browser on their own phone or device using a secure link, or signs on-site through the fieldworker app when the window cleaner is with them. This helps you confirm approvals faster, capture proof of service more professionally, and maintain a clearer digital record without paper forms.

Automated Payment Reminders

Improve collections, protect cash flow, reduce overdue invoices, and save your team time with automated payment reminders. Automatically send unpaid and overdue invoice follow-ups by email, SMS, and WhatsApp. It also works well with customer billing cycles for consolidated invoicing and custom invoice due dates and billing terms, making it easier to align reminders with agreed payment schedules, recurring billing arrangements, and customer-specific billing dates so you can get paid faster and manage accounts more consistently.

Branded Invoice PDFs and Payment Advice

Branded Invoice PDFs and Payment Advice

Look more professional, reduce confusion, and help customers pay faster with clear branded invoice documents. With custom invoice PDF templates, branding, and payment advice, you can add your logo, choose logo alignment, customise the layout, and style your invoices with your preferred font family, font size, font color, and border color to better match your brand. You can also add custom header and footer content, include clear payment instructions, terms, warranty notes, or legal disclaimers, and apply different branding for different trading names, helping make invoices easier to understand, more consistent, and more professional to send.

Payment Tracking, Due Dates, and Terms

Payment Tracking, Due Dates, and Terms

Improve cash flow control, set clearer payment expectations, and make balances, deposits, refunds, and due dates easier to manage. OctopusPro gives staff and customers clear visibility of payments, receipts, deposits, and refunds, including paid amounts, outstanding balances, and payment history, while allowing you to apply invoice due dates and payment terms such as pay on completion, booking start, Net terms, or fixed billing dates at invoice, customer, service, or company level. This makes it easier to support trade accounts, part-payments, and deposit-based window cleaning jobs, track overdue invoices more accurately, and align reminders and collections with agreed payment schedules.

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Efficiently Manage Large Window Cleaning Contracts and Recurring Maintenance Work

Handle higher window cleaning job volume more efficiently, deliver more consistent service, and keep commercial window cleaning and contract work organised from one connected system. OctopusPro helps businesses serving commercial portfolios, trade accounts, logistics operators, government window cleaning jobs, and corporate clients manage multiple window cleaning jobs, repeated window cleaning jobs, and long-term service contracts in one place. With service history tracking, automated communication, and centralized scheduling, it becomes easier to coordinate ongoing work, maintain service quality, and manage contract customers more effectively as your business grows.

Ad-Hoc Services and On-Site Charge Adjustments

Group and Merge Invoices

Reduce billing admin, improve invoice clarity, and present customers and commercial and repeat customer accounts with a more professional view of charges using grouped and merged invoices. This is especially useful for trade accounts, recurring maintenance programs, and businesses window cleaning multiple window cleaning jobs for the same client, helping you keep billing accurate and easier to manage as your operation grows.

Optimise Billing Cycles for Commercial Window Cleaning and Property Management Clients

Reduce billing admin, simplify reconciliation, and manage high-volume commercial invoicing more efficiently with flexible billing cycle management. OctopusPro helps you group multiple completed window cleaning jobs into scheduled invoices for trade accounts, commercial window cleaning clients, and other commercial customers, making recurring billing clearer, more organised, and easier to control.

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Configured for Your Automotive Workflow

Configured for Your Window Cleaning Workflow

Run your business more efficiently with a system that fits your workflow instead of forcing you into a generic setup. OctopusPro supports mobile, window cleaning operation, and hybrid service service completion workflows, so you can manage the way you work today and adapt more easily as your business grows.

Multi-location workshop and branch management

Multi-location window cleaning operation and branch management

Keep growing without losing control by managing multiple branches, mobile service zones, and hybrid operations in one system. OctopusPro helps you assign services and window cleaners by location, control which branch handles each booking, filter schedules by area, and keep reporting, payments, and operations organised as your business expands. See Multi-Location POS, Booking Location Types, and Fieldworker Window Cleaning Service Areas.

Distance-Based Travel Fees and Geo-Pricing Zones

Distance-Based Travel Fees and Geo-Pricing Zones

Protect margin on mobile work and charge more accurately for travel, distance, and window cleaning service area pricing. With distance-based travel fees for mobile window cleaning call-outs and geo-pricing zones for field window cleaning service areas, OctopusPro can automatically apply free travel thresholds, per-kilometre or per-mile charges, and different pricing by suburb, postcode, or service zone, so the right travel fee is added without manual calculation.

Team Jobs with Lead Mechanics and Assistants

Team Jobs with Lead Cleaners and Assistants

Complete larger window cleaning jobs more efficiently, define team roles more clearly, and keep accountability and payroll organised when multiple window cleaners are needed on-site. OctopusPro lets you assign multiple window cleaning crews to one booking and manage subworkers and crew accounts for lead window cleaners and assistants for bigger window cleaning jobs, service location and service completion work, commercial window cleaning, and specialist support.

Real-Time Technician Activity Log

Real-Time Cleaner Activity Log

Improve accountability, resolve disputes faster, and give managers clearer visibility with a real-time activity log and audit trail. OctopusPro records window cleaner actions, status changes, and window cleaning job updates as they happen, making performance easier to monitor and issues easier to investigate.

Cleaner time tracking, attendance, and timesheets

Track labour more accurately, improve payroll confidence, and get clearer visibility into window cleaner productivity. OctopusPro records attendance, check-in and check-out activity, travel, window cleaning job progress, and working hours in real time, helping you reduce reliance on manual timesheets and improve accountability, payroll accuracy, and reporting. See Fieldworker Check-In / Check-Out Tracking and Window Cleaning Crews, Sub-workers & Payroll.

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Cleaner Payroll and Commission Management

Improve payroll accuracy, reduce admin, and manage window cleaner commissions and mixed pay models with more confidence. OctopusPro helps you calculate earnings, commissions, and payouts more reliably for employee window cleaners, subcontractors, and mixed pay structures, helping reduce manual work and payroll disputes. See Fieldworker Payroll Management & Reconciliation.

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Reduce Complaints and Deliver a Better Customer Experience

Resolve issues faster, protect your reputation, improve customer satisfaction, and give customers more confidence with a clearer, more reliable complaint handling process. OctopusPro helps you manage complaints and service issues, handle payment issues and service questions, keep customers updated, track progress, and maintain complete customer communication records with a full history of actions taken. With issue and complaint management for service businesses, your team gets clearer workflows, better visibility, and stronger accountability so problems are handled properly, resolved faster, and nothing slips through the cracks.

Customer Feedback and Review Management

Customer Feedback and Review Management

Build a stronger reputation, improve service quality, gain clearer customer insights, and add more trusted social proof with customer feedback, ratings, and reviews for service businesses. OctopusPro helps you collect internal feedback, monitor customer sentiment, and improve service service completion. You can also use Google Reviews integration and automated review requests to display public Google Reviews, send customers to your Google review page, and automate review requests by email and SMS.

Automated review requests and customer reactivation marketing

Automated review requests and customer reactivation marketing

Save time, re-engage past customers, and promote future services more effectively with automated follow-up and targeted outreach. OctopusPro helps you request feedback after completed window cleaning jobs using Customer Feedback, Ratings & Reviews, automate follow-up workflows through Workflow Automations, and use Mailing Lists plus Mailchimp Integration to re-engage customers, market seasonal or recurring services such as site assessments, screen cleaning checks, and commercial cleaning service and recurring window cleaning work, and keep your business in front of the right audience with less manual effort.

Mailing Lists and Customer Marketing

Mailing Lists and Customer Marketing

Grow repeat business, improve campaign targeting, and keep your marketing organised with built-in mailing list management software for service businesses. Create customer and staff mailing lists using filters like location, service history, labels, and booking status, then use them for promotions, reminders, updates, and reactivation campaigns. You can also integrate OctopusPro mailing lists with Mailchimp for email marketing, automation, and reporting, and learn how to manage campaigns more effectively in the mailing lists marketing guide.

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Accounting Integration with Xero and QuickBooks

Accounting Integration with Xero and QuickBooks

Save admin time, reduce double entry, improve accuracy, and make reconciliation easier by connecting OctopusPro with Xero and QuickBooks accounting integration. OctopusPro helps window cleaning and exterior cleaning businesses sync customers, invoices, payments, and service items between their operational and financial systems, so window cleaning operation, mobile window cleaning, and commercial window cleaning billing records stay aligned. This makes it easier to automate invoice creation from quotes, bookings, and completed window cleaning jobs, track deposits and part-payments, keep overdue balances visible, issue receipts and payment confirmations, and give your bookkeeper or accountant cleaner, more up-to-date records for reporting, reconciliation, and tax time.

Open API, Webhooks & Third-Party Integrations

Open API, Webhooks & Third-Party Integrations

Reduce manual work, connect your systems more effectively, and keep data flowing smoothly across your business with API access, webhooks, and third-party integrations. OctopusPro can connect with Mailchimp, Google Maps API, Google Reviews, Facebook Page & Messenger, and external CRM, ERP, accounting, and reporting platforms. With the Open API and webhooks, you can sync customers, window cleaning enquiries, quotes, bookings, invoices, and payments, build custom portals or apps, create dashboards in Power BI, Looker, and Tableau, and trigger real-time actions such as Slack or Teams alerts when quotes change, payments are approved, or missed calls need follow-up.

Secure, Searchable Reporting for Your Entire Operation

Make better decisions faster, track performance more accurately, and keep a reliable record of your business activity with secure, searchable reporting. With real-time reporting across bookings, window cleaners, customers, invoices, payments, sales, and operational activity, you can quickly find the data you need, monitor trends, export reports when required, and maintain clear visibility across your entire operation.

Keep Working Online or Offline

Reduce delays, keep jobs progressing, and give your team more reliable access to the information they need, even when internet coverage is weak or temporarily unavailable. OctopusPro lets office staff and window cleaning crews manage bookings, appointments, customer details, window cleaning job information, and window cleaner tasks from anywhere, whether they are in the window cleaning operation, on the road, or on-site. With offline capability, window cleaning crews can continue working in the app and update job details without interruption, then sync their changes once the connection is restored. This helps maintain productivity in the field, supports uninterrupted service, and reduces the risk of delays caused by poor connectivity.

Offer a Branded App Experience for Your Business

Strengthen your brand, make your business look more professional and established to window cleaning crews, and give repeat customers an easier way to remember, access, and stay connected with your business. With your own branded service industry app, you can publish the OctopusPro app under your company name and business identity, helping your business appear larger, more credible, and more trustworthy. For customers, this is especially valuable if you offer repeat or recurring services, as they can access your business more easily and receive push notifications through your branded app, helping build stronger familiarity, trust, and long-term loyalty.

Available Wherever Your Team Works

Keep office staff and window cleaners productive from the window cleaning operation, the road, or the customer site with one connected system available on iOS, Android, and the web. With fieldworker app access and mobile window cleaning job management, your team can stay connected and manage work from anywhere.

Reliable Cloud-Based Data Security

Protect sensitive business data while maintaining stronger access control, accountability, and operational control across your team. OctopusPro supports role-based user permissions and secure staff access control, helping reduce risk while ensuring the right team members can securely access the records and information they need from anywhere.

Educational Videos and User Guides

Help your team get up to speed faster and make better use of the platform with the OctopusPro User Guide, webinars, onboarding resources, and training videos and product walkthroughs. Find step-by-step setup guides, tutorials, and real workflow examples to support onboarding, daily operations, and ongoing improvement across your office and field teams.

Support and Training for Your Window Cleaning Business

Implement faster, train your team more confidently, and get more value from the platform as your business grows. Whether you are launching a new window cleaning operation, scaling a mobile window cleaning team, or managing a mature commercial window cleaning operation, OctopusPro’s support and success team can help with onboarding, setup, training, and more advanced requirements so you can implement the system with confidence and get the most from the platform.

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