Window Washer Templates

Looking for Window Washer Templates to download? See the main templates that a Window Washer would use in their day-to-day work.

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Window Washer Templates

There is a huge number of templates that someone in the Window Washer role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Window Washer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Cleaning Schedule
2. Customer Invoice
3. Expense Tracker
4. Equipment Maintenance Log
5. Safety Inspection Checklist
6. Job Estimate Template
7. Employee Timesheet
8. Supply Inventory List
9. Marketing Flyer Template
10. Performance Evaluation Form

Reports

Reports are often prepared by a Window Washer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Revenue Report
2. Customer Satisfaction Report
3. Equipment Maintenance Report
4. Safety Incident Report
5. Inventory Report
6. Employee Performance Report
7. Work Order Completion Report
8. Cost Analysis Report
9. Marketing Campaign Report
10. Quality Assurance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Window Washer does and how they do it.

1. Safety SOP
2. Equipment Inspection SOP
3. Window Cleaning SOP
4. High-Rise Window Cleaning SOP
5. Ladder Safety SOP
6. Rope Access SOP
7. Scaffolding Setup SOP
8. Chemical Handling SOP
9. Waste Disposal SOP
10. Job Completion SOP

Presentations

Window Washer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Report
2. Safety Training Presentation
3. Client Proposal Presentation
4. Equipment Maintenance Update
5. Team Meeting Agenda

Legal Docs

There are several key times when a Window Washer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Service Agreement Template
2. Liability Waiver Template
3. Invoice Template
4. Non-Disclosure Agreement Template
5. Employment Contract Template

Health & Safety Templates

Health & Safety templates for a Window Washer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Risk Assessment Template
2. Safety Inspection Checklist Template
3. Incident Report Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Safety Training Attendance Record Template

Calendars

Setting up Window Washer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Cleaning Schedule
2. Work Shift Calendar
3. Equipment Maintenance Calendar
4. Client Appointment Calendar
5. Payment and Invoicing Calendar

Invoice Templates

Several types of Window Washer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Window Cleaning Invoice
2. Exterior Building Maintenance Invoice
3. Gutter Cleaning Invoice
4. Pressure Washing Invoice
5. Screen Repair and Replacement Invoice

Survey Templates

For a Window Washer to get insights related to the work they do, they need to send out Window Washer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Service Quality Evaluation Survey
3. Safety and Compliance Assessment Survey
4. Equipment and Supplies Feedback Survey
5. Employee Performance Evaluation Survey

Meeting Agendas

Having premade Window Washer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Safety Training Meeting
3. Equipment Maintenance Meeting
4. Client Feedback Meeting
5. Performance Review Meeting

Budget Templates

To manage finances well, a Window Washer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income Budget Template
2. Expense Budget Template
3. Equipment Maintenance Budget Template
4. Marketing and Advertising Budget Template
5. Employee Payroll Budget Template

Dashboards

Dashboards are a useful way for a Window Washer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Revenue Dashboard
2. Customer Satisfaction Dashboard
3. Work Order Dashboard
4. Equipment Maintenance Dashboard
5. Safety Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Window Washer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Window Cleaning Proposal
2. Exterior Building Maintenance Proposal
3. High-Rise Window Washing Proposal
4. Commercial Window Cleaning Proposal
5. Residential Window Washing Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Window Washer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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