Roof Quote Workflow
- 1Lead submits a roof cleaning request form
- 2System sends a text asking for a photo of the house
- 3Owner reviews photo and sends digital estimate
- 4Client signs and pays deposit to trigger scheduling
Systems for Exterior Cleaning
Centralized Systems for Pressure Washing Professionals
Pressure washing companies make money through high velocity residential projects and recurring commercial maintenance contracts. Profit leaks typically occur when estimators spend too much time on site visits without a deposit or when field technicians fail to capture visual proof of work for invoice protection.
Home Services
- Missed Call Text Back
- Estimate Follow-Up
- Photo Proof Portal
- Seasonal Reactivation
- Deposit Collection
Also for: Power Washing Companies
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A property owner requests a quote for house washing or concrete cleaning via your website or phone.
- 02
Estimation
You provide a bid based on square footage or linear feet, often using satellite imagery or site visits.
- 03
Confirmation
The client approves the estimate and pays a deposit to secure their spot on the service schedule.
- 04
Dispatch
The crew is assigned a route with specific equipment needs like surface cleaners or soft wash rigs.
- 05
Service
Technicians complete the cleaning, ensuring plant protection and chemical safety protocols are followed.
- 06
Quality Check
Post service walk through or digital photo submission verifies that all algae and organic growth is removed.
- 07
Invoicing
The final balance is requested immediately upon completion while the property looks its best.
- 08
Retention
The client is added to a seasonal cadence for annual siding washes or gutter clearing.
Where it leaks
Common problems for pressure washing companies.
01
Lead Evaporation
When you are on a roof or operating a pressure wand, you cannot answer the phone. Unanswered calls in this industry usually result in the homeowner calling the next listing on the map.
02
Inconsistent Bidding
Pricing jobs without a standardized calculator leads to thin margins on complex driveways or steep pitches. Without a formal system, verbal quotes are often forgotten or disputed by the client.
03
Weather Delays
Rain and high winds frequently disrupt the schedule, requiring manual rescheduling of dozens of clients. This administrative burden often leads to communication gaps and lost revenue days.
04
Liability Gaps
Failing to document pre-existing damage like cracked siding or oxidized paint can lead to false claims. Without a structured intake and completion photo process, the business is vulnerable to repair costs.
05
One-and-Done Clients
Many owners treat pressure washing as a single event rather than a recurring necessity. Without automated follow ups, you lose the lifetime value of annual house washes and roof treatments.
What LATTICE can build
Systems built around how you work.
Missed Call Text Back
Instantly sends a text message to homeowners when you are on a rig and cannot answer, keeping them from calling competitors.
Estimate Follow-Up
Automatically nudges residential leads who haven't approved their house wash or roof cleaning quotes after 48 hours.
Photo Proof Portal
Allows technicians to upload before and after photos to the client record, protecting the company from damage claims.
Seasonal Reactivation
Triggers personalized emails and texts to past clients every spring to book their annual siding and gutter maintenance.
Deposit Collection
Requires a credit card on file or a set deposit before a job is placed on the master schedule to reduce no-shows.
Soft Wash Reminders
Sends pre-arrival instructions to clients about closing windows, moving patio furniture, and securing pets.
Review Generation
Automatically requests a Google review as soon as the technician marks the job as complete and the payment is processed.
Example systems
What it looks like in practice.
Weather Reschedule Protocol
- 1Owner triggers a weather delay status for a specific date
- 2All scheduled clients receive a text with a new booking link
- 3System updates the technician route once clients re-select dates
Commercial Maintenance Sequence
- 1Commercial job marked complete in the portal
- 2Invoice sent automatically to the facility manager
- 3Follow up sequence starts 90 days later for the next quarterly wash
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from pressure washing companies
How do I handle quotes for different surfaces like wood vs. concrete?
The system allows for specific service templates. You can set different messaging and pricing logic for delicate soft washing on decks versus high pressure cleaning on concrete driveways.
Can the system help my crews know what to do on site?
Yes. Each job on the schedule can include specific notes, access codes, and a checklist of tasks such as taping off outlets or rinsing down nearby foliage.
What happens if a client doesn't pay their final invoice?
An automated payment recovery sequence begins, sending polite reminders via SMS and email at set intervals until the balance is settled through the client portal.
Can I target just my gutter cleaning clients for a fall promotion?
The database allows you to filter your list by service type. You can send a broadcast message specifically to those who have had gutter work in the past to fill your autumn schedule.
Does this work for commercial contracts with multiple locations?
The platform supports parent accounts with multiple service addresses. You can track work orders and billing for property management groups or retail chains from a single dashboard.