Exterior cleaning looks simple until surface type, staining, height, water access, runoff, landscaping, and customer expectations collide. FieldCRM helps pressure washing owners collect the site facts that affect method and price, then keep the estimate, approval, scheduled work, safety notes, before-and-after photos, payment, and repeat-service reminder connected. The result is a clearer job record without pretending software chooses the correct cleaning process.
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Each stage stays attached to the same customer and work history.
Record each surface, approximate area, material, stain type, height, access, water availability, drainage, nearby plants, delicate fixtures, and any customer concern about damage. Ask for useful photos and note whether an on-site inspection is still required. Good intake separates a driveway wash from a roof, siding, or restoration-sensitive request before quoting.
Build the estimate around the actual surfaces and method, including setup, pretreatment, spot work, equipment, water limitations, access difficulty, and optional areas. State exclusions and expected results where staining or oxidation may remain. Keep the customer-approved combination of services visible so the field team does not rely on memory.
Schedule the job with access, water, surface, plant-protection, and customer-notification notes attached. Save before photos, completion proof, exceptions, approved additions, and payment status. Create a follow-up for satisfaction, maintenance timing, or another exterior area while the documented result is easy for both sides to review.
Keep siding material, oxidation concerns, stories, water access, landscaping protection, and included elevations clear before setup begins at the property. The crew can confirm exclusions during its arrival review.
Document concrete, pavers, oil or organic staining, square footage, drainage, joint-sand concerns, and optional sealing conversations with the estimate. Surface-specific expectations remain visible after customer approval.
Save business-hour restrictions, pedestrian areas, water source, grease conditions, recurring cadence, and the manager who confirms completion or access changes. Route technicians can review exceptions before each service.
Attach dated site photos and closeout notes to the exact job, creating a useful record for quality questions and future maintenance outreach. The comparison stays connected to the documented scope.
Collect surface, size, water, and risk details
Quote the cleaning scope
Save before-and-after proof and follow-up timing
Yes. Photos and notes can stay with the customer, property, Work Order, and job so the owner can review scope and completion in context.
Yes. Owners can describe and price driveways, siding, decks, fences, walkways, or other areas as clear line items before the customer approves the work.
No. The trained service professional must assess materials, hazards, runoff, product directions, and safe technique. FieldCRM records the chosen plan and customer workflow.
See how the same connected workflow fits other kinds of field service work.
View all solutionsKeep the customer, the work, the money, and the next action connected.
Capture incoming work once, then move it toward pricing, approval, and delivery.
See which work is ready, scheduled, underway, delayed, or completed.
Price the work, present it clearly, and keep the customer decision attached.
Add a card to try the full core workflow for 14 days and pay $0 today. Choose your business type during setup.
