Pressure Washing CRM + Live Dashboard: Done-For-You Setup

We set it up for you. Get the Pressure Washing CRM + Live Dashboard built around your business: your customer list (from your scheduling software, invoices or phone contacts) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.

Made to order. After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.

Made for pressure washing, soft washing and exterior cleaning companies. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.

What's included

• Everything in the Pressure Washing CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card
• Your customer list (from your scheduling software, invoices or phone contacts) imported from a spreadsheet or CSV, up to 1,000 rows
• Your pipeline stages, team, goals and business name set for you
• A 30-minute setup call
• A walkthrough video of your finished CRM
• 10 team seats, with your team added for you
• 30 days of email support after delivery

What happens after you order

1. Order. We email you within 1 business day to schedule your setup call.
2. Setup call (30 minutes). We confirm your stages, team, goals and business name, and collect your list.
3. We build. We import your list, set everything up and load it into your live dashboard.
4. Review and go. You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.

Have these ready for the call

• Your customer list (from your scheduling software, invoices or phone contacts) as a spreadsheet or CSV export (up to 1,000 rows)
• Your services, price per sq ft or minimum charges, crews and a revenue goal for each month of your season
• The names and emails of the people who will use it (up to 10 seats, including you)
• Your logo, if you'd like it on your workbook
• Whether you'll use Microsoft Excel or Google Sheets

What it does

• Leads and quotes with reply time, close rate by quote size and price per sq ft won vs lost
• Suggested price on each quote from your Settings price table (price per sq ft and minimum charge)
• Jobs with crew, labor cost, job profit and margin %, plus a 3-week schedule against your daily goal
• Seasonal revenue goals: set a goal for each month and every gauge prorates by work day
• Revenue per crew-day with per-crew gauges and a crew scorecard ($/day, $/labor hour, margin, rain moves)
• Rebook pipeline: last-ticket revenue coming due over the next 12 months at your own rebook rate
• Commercial contracts with next visit due, overdue visits and renewals
• Alerts for completed jobs with no invoice, low-margin jobs and leads waiting for a reply
• Today's route with Call and Map buttons, plus rebook, quote follow-up and renewal messages to copy or open in your own email app (nothing is sent automatically)

The live dashboard

Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Leads & Quotes, Jobs & Schedule, Recurring & Commercial, Customers & Rebooks, Job Profit & Crews, Invoices and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a won quote with no decision date, the dashboard tells you.

Team seats

Done-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? Extra Team Seats add 5 more at a time, up to 25 in total.

Good to know

• Made to order. This is a setup service plus a digital product; nothing ships.
• We import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• One-time price, no monthly subscription.
• Need custom fields, more than 25 people or something built from scratch? Ask about a fully custom CRM (from $3,000).
• Because every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.
• Figures are estimates from your own data, not financial, legal or tax advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.