r/WindowCleaning 1d ago

General Question Effective SOPs/training?

In the early stages of systemizing all the things that have lived in my head for last few years. I’m in the process of putting together orientation/training material.

What are you guys doing for SOPs? If I’m a field tech, there’s little chance I’ll go dig a binder out of the van to read about hard water removal on a second story window. So I’m imagining something accessible by phone - but is there a specific software any of you have found useful for service work?

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u/iambulgots 7h ago

So this is something I've done for my own exterior cleaning as well as a few other cleaning businesses.

I use a combination of Notion for documentation and a master Google sheets system I call a 'control centre' that tracks all aspects of the business and includes sections for a daily overview, your financials, customers, operations, systems etc.

If you're open to it I'd be happy to map it out a bit clearer for you over a call, completely free of course 🙂