The best CRM for window cleaners.

Crewvana puts inquiries, quotes, schedules, field work, payments, and follow-up in one workspace for window cleaning companies.

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New Lead

Exterior window cleaning request

Source
Website form
Customer
Olivia Bennett, residential
Quote Sent
May Graham Receptionist
Quote
2 services, $460
Delivery
Email and text
Approved Job Scheduled
Assigned to Evan Brooks Technician

2 services, $460 total

Job Completed
Payment
$460 received
Next Visit
Nov 12 at 9:00 AM

From a new request to scheduled work.

The customer, quote, schedule, and future service stay connected. The office can see the full history. The crew sees what it needs for today's work.

Keep the request with the customer

Form submissions, calls, texts, and emails go into the same customer history. If the customer asks for another service later, the new work stays on that profile.

  • See where the lead came from
  • Keep calls, messages, notes, and tasks together
  • Track more than one estimate or job for the same customer

Build and send the quote

Choose the services, quantities, prices, discounts, and service frequency. Send the quote by text or email. Approval can prepare a one-time job or recurring service.

  • Use your saved services and prices
  • Give the customer a secure link to approve or decline
  • Keep the exact version the customer received

Put the work on the schedule

Choose the date, time, and crew. If the work takes more than one appointment, schedule each appointment under the same job. Technicians see the day, address, work, notes, and customer on mobile.

  • See the schedule by day, week, or technician
  • Keep several appointments under one job
  • Give the assigned crew the customer and location details

Set up recurring service

Set the start date, frequency, price, services, and usual crew. Crewvana creates future work from the agreement while keeping changes and exceptions on the customer history.

  • Choose how often the work repeats
  • Define what each appointment includes
  • Pause, resume, or adjust service when the customer needs a change

Keep the route full.

Routes go empty when new requests wait, Quotes lose follow-up, cancellations leave openings, or recurring work is left to memory.

Crewvana keeps each request connected from the first message through the Quote, Job, Visits, payment, and next service. The office can follow open Opportunities, find unscheduled work, check crew availability, and put approved work on the Schedule before openings become gaps.

For window cleaning teams, that includes residential estimates, commercial accounts, recurring storefront work, route planning, canvassing follow-up, work spread across several appointments, and customer reactivation.

See the whole customer history

Quotes, scheduled work, payments, messages, and recurring service stay together on one customer profile.

Plan work across several appointments

If a job takes more than one appointment, each date can have its own crew, notes, photos, and completion details without becoming a separate job.

Check exactly what the customer received

Crewvana keeps each sent version of a quote, including the services, prices, discounts, and terms shown to the customer.

Keep messages with the right customer

Changing a customer's phone number or email does not erase the earlier conversation. Combining duplicate customer profiles keeps those messages together too.

Lead capture and customer records

  • Public forms and the optional Front Page create or update Contacts.
  • Names, companies, multiple phone numbers, email addresses, service addresses, custom fields, tags, source, and campaign attribution.
  • Tasks with owners, due dates, Contact context, and completion tracking.
  • Duplicate review, Contact merge history, restore, and communication preference controls.

Opportunities, Price Book, and Quotes

  • Multiple sales Opportunities per Contact with Pipeline, stage, owner, value, and follow-up context.
  • Price Book services, materials, packages, discounts, frequencies, costs, and customer prices.
  • Versioned Quotes with internal notes, customer terms, email or SMS delivery, and public approve or decline links.
  • Approved Quotes convert once into a one-off Job or a draft Subscription.

Conversations

  • SMS, email, calls, voicemail, and form activity in one customer conversation history.
  • Templates, drafts, attachments, unread, starred, archived, delivery history, and failed-message retry.
  • Phone and email endpoint identity, consent, do-not-disturb controls, and carrier registration workflows.
  • Create a Task, Job, or Opportunity without leaving the customer context.

Jobs, Visits, Schedule, and Map

  • One-off Jobs with one or more ordered Visits.
  • Week and day calendars, technician filters, crew assignments, and drag scheduling.
  • Map pins, customer and Job filters, radius search, technician roster context, and personal territories.
  • Unscheduled work stays available for dispatch without losing its Quote or customer history.

Mobile field execution and checklists

  • Technician Schedule in card and day views with the selected Job and Visit kept distinct.
  • On-my-way messaging, ETA, arrival, Job notes, photos, and Visit completion.
  • Checklist templates can be attached through the Price Book and completed for the selected Visit.
  • Line Item completion and finalization are Visit-scoped so one stop does not complete its siblings.

Recurring service

  • Daily, weekly, monthly, and yearly recurrence rules with timezone-aware previews.
  • Multiple Job templates and ordered Visit templates inside one agreement.
  • Assignment, pricing, payment account, effective dates, pauses, resumes, cancellations, and archives.
  • Exceptions, conflict review, and repeat-safe generation prevent the same occurrence from being created twice.

Invoices, payments, and technician compensation

  • Job invoices, secure payment links, saved or new cards, and manual cash, check, or Venmo records.
  • Optional tips stay separate from Invoice settlement and retain technician attribution.
  • Commission allocations and refunds create an audit trail tied to the contributing Visits.
  • Compensation review and paid tracking are provided without initiating payroll or payouts.

Canvassing and territories

  • Draw and assign personal sales territories on the Map.
  • Record door outcomes, notes, contact details, and follow-up from canvassing activity.
  • Turn a canvassing result into a Contact and Opportunity for office follow-up.
  • Review territory and canvassing activity alongside existing customer locations.

Automations and workflows

  • Build draft workflows from triggers, actions, conditions, branches, and waits.
  • Contact, Job, form, webhook, user, team, repeating, and communication events can start work.
  • Actions can update records, add tags, assign work, send supported messages, and notify users.
  • Publish controls, run history, execution logs, and business-hour scheduling make behavior reviewable.

Dashboard, reporting, and exports

  • Configurable dashboard widgets for the records and activity each user needs.
  • Sales, Job, Visit, revenue, scheduling, customer, subscription, and compensation reporting.
  • Saved filters, date ranges, CSV exports, scheduled report delivery, and report snapshots.
  • In-app and email notifications for assignments and other tenant activity.

Company administration and integrations

  • Business hours, timezone, taxes, holidays, branding, and customer-facing company details.
  • Users, teams, roles, permissions, service areas, work hours, and plan seat controls.
  • Stripe and Facebook connections, API keys with IP rules, and API request logs.
  • Outbound webhooks with signing secrets, event selection, delivery history, and retry controls.

Onboarding, support, and product feedback

  • Guided company, team, service, communication, payment, and workflow setup.
  • Public knowledge base and in-product support requests.
  • Feature requests with voting, comments, and roadmap visibility.
  • Permission-aware navigation keeps unavailable areas out of each user's workspace.

How Bright Window Cleaning uses Crewvana.

Bright Window Cleaning

Bright uses Crewvana from the first customer request through scheduled work, payment, and the next appointment.

Bright Window Cleaning, American Fork, UT
  • New inquiries, calls, texts, customer details, quotes, and approvals stay connected.
  • Route days, crew assignments, job notes, photos, and completion move with the schedule.
  • Invoices, payments, repeat service, and the next appointment remain on the customer history.

Plans and pricing.

Starter includes the core daily workflow. Pro adds Map, Pipelines, and custom Automations. Scale increases included users and lowers the additional-user rate.

Starter

For an owner-operator building a repeatable route

$79 $59 /month

Billed monthly. Cancel before the next renewal. $708 billed once per year. Save $240

1 user included Additional users $20/month each
  • Instant Quotes from Price Book
  • Lead Inbox (Calls, SMS & Email)
  • Built-In Follow-Ups & Reminders
  • Job Calendar & Scheduling
  • Team Roles & Accountability
  • Subscription Service Plans
Start Starter Trial → Includes 90 free days. No card required at signup.

Pro

For teams ready to sell and route from one system

$189 $149 /month

Billed monthly. Cancel before the next renewal. $1,788 billed once per year. Save $480

5 users included Additional users $18/month each
  • Everything in Crewvana Starter
  • Fully Integrated Sales Map
  • Custom Automations
  • Pipeline Views for Lead Movement
Start Pro Trial → Includes 90 free days. No card required at signup.

Scale

For $1M+ or multi-location service companies

$319 $289 /month

Billed monthly. Cancel before the next renewal. $3,468 billed once per year. Save $360

15 users included Additional users $15/month each
  • Everything in Crewvana Pro
  • The Complete Pro Toolkit
  • 15 Users Included
  • Lower Additional-User Rate
  • Capacity for Larger Teams
Coming soon Includes 90 free days. No card required at signup.

Prices are USD before applicable tax. Annual plans are a 12-month commitment charged in one payment.

Before you roll out.

Can I set up Crewvana myself?

Yes. Create a workspace and start configuring it immediately. You can also book a walkthrough if you want help deciding or setting up.

What industries do you support?

Window cleaning is Crewvana's initial category. Other route-based home-service businesses can use the same workflow.

How do monthly and annual billing work?

Monthly plans renew each month. Annual plans are a 12-month commitment charged once per year at the lower monthly-equivalent rate.

Where do my leads and conversations go?

Crewvana can keep customer conversations and connected lead sources in one inbox. Available integrations: Facebook (Meta), Instagram, Twilio.

Does Crewvana replace my CRM?

Crewvana includes customer records, conversations, Quotes, scheduling, Pipelines, Automations, and field-work tools.

What changes between Starter, Pro, and Scale?

Starter covers the core daily workflow. Pro adds the map, pipeline, and custom automations. Scale is for $1M+ or multi-location companies: it keeps the Pro toolkit and increases included users to 15 at a lower additional-user rate.

Ready to see whether Crewvana fits your route?

Start the 90-day trial yourself, or book a live walkthrough with our team.

Start 90-Day Trial → Book a Live Demo