First Job Walkthrough

Night Before

5 minutes

📋

Confirm booking: Text the customer

Hi [Name]! Just confirming your window cleaning tomorrow at [TIME]. I'll text you when I'm 15 min away. See you then! — Shaw, MANTLE

🚗

Load equipment: Ladder, poles, squeegees, towels, purified water, bucket, extension cord

👕

Prep uniform: Clean navy shirt, clean shoes, MANTLE-branded anything

📱

Charge phone. You'll need it for photos, texts, and tools all day.

15 Min Before Arrival

1 minute

📱

Text the customer:

Hey [Name]! I'm about 15 minutes away. See you soon! 🏠

This one text separates you from 90% of home service companies. Customers LOVE knowing when you'll arrive.

Arrival (First 5 Minutes)

Critical — sets the tone

🅿️

Park on the street, not in their driveway (unless they say otherwise). Shows respect for their property.

📸

BEFORE PHOTOS. Take 4+ photos BEFORE touching anything: front of house, close-up of dirty windows, gutters, driveway. These are your marketing gold.

🚪

Knock and introduce yourself:

Hey [Name]! I'm Shaw from MANTLE. Thanks for having us out. I'm going to walk around the house real quick and then get started. Should take about [TIME]. Any areas you want me to pay special attention to?

👀

Walk the property. Note: any damage pre-existing (take photos), obstacles, pets, locked gates, fragile items near windows.

⚠️ If you see pre-existing damage (cracked glass, broken screens, stained siding), POINT IT OUT and take a photo BEFORE starting. This protects you from blame later.

During the Job

1.5-3 hours

💧

Use purified water. This is your entire differentiator. Mention it if the customer is watching.

📸

Take progress photos. One mid-job "half done" photo is incredibly shareable.

🎥

Film a 15-sec clip of the cleaning in action. Satisfying cleaning content = Instagram gold.

👀

Upsell ONLY if you see a need. Don't be pushy. Just observe:

Hey [Name], while I'm up on the ladder I can see your gutters have quite a bit of buildup. If you want, I can add a gutter clean today and bundle it — saves you about $40. Totally up to you.

💰 40% of customers say yes to a visible upsell. But ONLY mention what you can actually SEE. Never upsell something they can't verify.

🧹

Clean as you go. No water on their walkway, no debris on the lawn. Leave the property cleaner than you found it.

Walkthrough (Most Important)

5-10 minutes

🚶

Walk the property WITH the customer. Point out every window/gutter/surface you cleaned.

Let me show you what we did. See these windows? That's our ClearCoat purified water — zero mineral residue, so they'll stay clean way longer than a regular wash. And check the tracks — we cleaned those too.

✅

Ask directly: "Is there anything you're not 100% happy with? I'll fix it right now."

⚠️ If they mention ANYTHING, fix it immediately. Do NOT say "that looks fine" or "it'll dry clear." Fix it. This is how you earn 5-star reviews.

📸

AFTER PHOTOS. Same angles as your before photos. These side-by-side comparisons are your #1 marketing asset.

Payment & Goodbye

3 minutes

💳

Collect payment: e-Transfer (preferred), cash, or card (Square).

That comes to $[AMOUNT]. E-transfer is easiest — you can send it to [email protected]. Cash works too!

🤝

Thank them genuinely:

Thanks so much, [Name]. Your home looks incredible. If you ever need us again, just text (416) 206-3274. We're right here in the neighbourhood.

📱

Open /post-job tool and follow the post-job flow.

✅ Post-Job Flow 📊 Log This Job

Within 2 Hours After

5 minutes

💬

Send thank-you text:

Hey [Name]! Thanks again for having us out today. Your home looks amazing 🏠 If you have 30 seconds, a Google review would mean the world: callmantle.ca/review. Thanks! — Shaw

📸

Post before/after on Instagram (ask permission first if showing their home)

📊

Log the job in /daily-tracker: customer, service, amount, source, neighbourhood

🔔

Set follow-up in /follow-ups: Day 3 review reminder, Day 7 referral ask

⭐ Review Link 🔔 Set Follow-Up 📊 Daily Tracker

🏠 First Job Walkthrough