Can it remind us to rebook repeat clients?

Yes. Sophiie supports reminders for recurring follow-ups, appointments, and customer check-ins.

Can Sophiie answer calls when crews are outside?

Yes. Sophiie can answer 24/7, capture enquiry details, and provide summaries for follow-up.

Does it plan window cleaning routes?

No. Sophiie organises customers, communication, scheduling details, reminders, and job history around your existing route process.

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Window cleaning CRM for access notes and repeat routes

CRM for window cleaners managing repeat routes and property notes.

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Window Cleaning CRM for Access Notes and Repeat Routes

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Property notes for clean windows

Store levels, screens, tracks, hard water, access, pets, and customer preferences in one CRM record.

Australian tradesperson standing in a doorway reading a message on a phone

Recurring visit reminders

Set prompts for quarterly cleans, seasonal work, commercial schedules, and missed rebooking opportunities.

Australian tradesperson crouching in a doorway on site using a smartphone

Communication history

Review calls, texts, emails, and notes before confirming scope or arrival windows.

Australian tradesperson taking a phone call while crouched beside a glass door on site

Past and upcoming jobs

See previous cleans and scheduled work from the customer profile.

Australian tradesperson on a phone call while crouched at the entry of a house

Fast customer contact

Call, text, or email customers from Sophiie when weather or access changes affect the booking.

Smiling Australian tradesperson speaking on a phone while fitting a sliding window

How it works

Set up Sophiie once, then let the work flow

Add your window cleaning services
Train Sophiie on residential, commercial, screens, tracks, solar panels, and recurring service details.
Capture the property details
Sophiie records the customer, property, scope, access notes, preferred timing, and follow-up needs.
Keep each visit on the timeline
Add job notes, reminders, completion history, and customer preferences after each clean.
Rebook with context
Use reminders to contact customers for quarterly, seasonal, or commercial window cleaning.

Why window cleaning teams need more than a generic CRM

Window cleaning depends on property notes: levels, screens, water access, hard water, solar panels, pets, and preferred visit frequency. A first clean may become a quarterly route, with extra notes for flyscreens, high glass, and whether the customer wants tracks included.

How Sophiie keeps the customer record useful

Sophiie stores those details and keeps rebooking reminders visible. Your team can record property levels, screens, tracks, access, water source, pets, and frequency preferences, track quote history, repeat visits, seasonal reminders, and customer communication, and set reminders for rebooking, weather changes, review requests, and commercial check-ins.

Where Sophiie fits into window cleaning teams admin

For window cleaning teams, Sophiie combines customer CRM, AI phone answering, text and email management, scheduling, job manager records, reminders, and business training around the way enquiries actually arrive. In that window cleaning business workflow, the first conversation, the job context, and the next follow-up stay attached to the customer instead of being split between phones, inboxes, and notebooks.