A pressure washing job moves more smoothly when the customer, scope, schedule and price stay connected from the first call through completion. A consistent set of business records helps the owner and crew find the information they need.
Start with the customer and job
Record the customer's name, contact details, service address, requested work and preferred contact method. Add site access instructions and a scheduled visit or job date. Review the surfaces, condition and any property features that affect the work.
Prepare an estimate and scope
List the services and surfaces included, the estimated price, assumptions and any exclusions. Describe optional work separately so the customer can understand what they are approving. Review labor, materials, travel and overhead before settling on a price.
Keep approval and crew instructions together
Record the agreed scope and approval before work begins. A work order can summarize the address, schedule, services, surface considerations and instructions for the crew. Document any changes and confirm the price with the customer before extra work proceeds.
Close the job and follow up
Record completion notes and any customer concerns. Prepare an invoice reflecting the agreed work, track payment and retain relevant receipts and job costs. Comparing estimates with actual time and costs can inform the next quote.
Use software to organize the workflow
SGL offers browser-based workspaces and modules for customer records, estimates, jobs, documents and financial records. Review the product page for the features and subscription terms of each option.
Explore SGL software or try the free pressure washing quote calculator.
Related reading: Bookkeeping basics and cash flow vs. profit.