In the service industry, the difference between a thriving business and a failing one often lies in the "mental overhead" of scheduling. For a window cleaner, remembering which client is on a 4-week cycle versus an 8-week cycle, or who has a Conservatory that requires extra time, is a cognitive burden that inevitably leads to missed appointments and lost revenue.

The Logistics of Recurring Service

The "Window cleaning schedule 2" template is built for the high-volume service professional who manages a diverse portfolio of residential and commercial accounts. It moves your operations from a paper diary—where appointments are easily overlooked—to a dynamic, searchable CRM. By standardizing the capture of the Area code (e.g., "week 1a", "week 2b"), the system allows you to optimize your daily route by grouping clients geographically, minimizing transit time and maximizing your billable hours.

Scope and Pricing Architecture

One of the primary friction points in service work is "scope creep"—performing extra tasks without adjusting the bill. This template solves this through a detailed Clean includes multichoice field.

  • Service Definition: By explicitly checking boxes for Rear, Loft conversion, or Dormer Window/s, you create a permanent record of the agreed-upon scope.
  • Pricing Integrity: The Agreed Price (in GBP) is anchored to the Agreement date. This provides a clear baseline for future price adjustments or disputes regarding what the original quote covered.

The Financial Audit Trail

The structure of this library handles the entire lifecycle of a service visit, from scheduling to collection. Fields for due on week starting allow you to plan your month in advance. On the day of the job, logging the Cost Today and the actual Money collected provides a real-time snapshot of your cash flow. Memento’s date fields track exactly when the work was completed, ensuring your business records are always audit-ready.

Power Feature: Automated Balance Calculation

The engine of this template is the Owes calculation field. By using the script #{cost today}-#{money collected:}, the system automatically identifies clients with outstanding balances. This eliminates the need for manual bookkeeping at the end of the day. You can instantly filter your library for "Owes > 0" to identify accounts that require a follow-up, ensuring that your business stays profitable and your accounts receivable are always under control.