Walkthrough & Quote (by Pane / Storefront): the full procedure
Perform a consistent walkthrough and produce an accurate quote using pane count for homes or per-visit frontage pricing for storefronts.
- Applies to: Owner, estimators, crew leads
- Frequency: Per new customer / per quote
- Scope: Covers counting/measuring the work and pricing residential (by pane) and storefront/route (per-visit) jobs, including add-ons and disclosures. The walkthrough notes height/access for safety planning but defers all safety rulings to OSHA, IWCA I-14.1, and the safety plan; high-rise is out of scope.
What you need
- Quote form/estimating template
- Pane-count tally
- Tape/measuring wheel (frontage)
- Camera for site notes
- Price sheet (per-pane, add-ons, per-visit rates)
- Terms/scope template
The procedure, step by step
- Walk the full property — Tour inside and out, identifying every pane in scope and noting stories, access, screens, tracks, and any special conditions.
- Count panes (residential) — Tally interior and exterior panes separately and note divided lites; record screens, tracks, and sills as priced add-ons.
- Measure frontage (storefront) — For storefronts, count glass sections or measure linear frontage and note door glass, transoms, and height, since these drive a per-visit recurring price.
- Flag special conditions — Note hard-water staining, construction debris, heavy height/access, or anything that changes scope or price — and disclose etching may be permanent.
- Note access and height for safety planning — Record stories and reach so the job is planned within the safety plan; if it needs rope/suspended/high-rise access, mark it out of scope and refer it out.
- Price from the rate sheet — Apply the standard per-pane rate plus add-ons (residential) or the per-visit frontage rate (storefront/route), so quotes are consistent across estimators.
- Present scope and terms clearly — Write the quote with itemized scope, exclusions (disclosed etching, excluded panes), price, and recurring-plan options.
- Confirm and book — Get customer agreement, then hand to scheduling to slot into the route per the booking SOP.
Quality check before you finish
- Whole property walked; all in-scope panes identified
- Panes counted (residential) or frontage measured (storefront) consistently
- Add-ons (screens, tracks, sills) and special conditions itemized
- Height/access recorded; out-of-scope high-rise flagged and referred
- Price applied from the standard rate sheet — repeatable across estimators
- Quote states scope, exclusions, price, and recurring options in writing
This is a free, source-anchored standard operating procedure (SOP) you can print and hand to staff. It documents the work sequence for a Window Cleaning business — not safety or regulatory rulings, which defer to the cited authorities, the applicable code, and your own health-and-safety plan. Open the tool above to print it, toggle ink-saver, or (with a free ToolFluency Business account) edit it to match your own workflow.
Sources
- International Window Cleaning Association (IWCA) (iwca.org)
- Window Cleaning Resource (windowcleaner.com)
- U.S. Small Business Administration (sba.gov)
About Free Window Cleaning Quote SOP (by Pane/Storefront)
Free printable walkthrough and quoting SOP — count panes for homes, measure frontage for storefronts, price add-ons consistently. Source-anchored, no signup.
How to use
- Read the full procedure top to bottom before the work — the SOP runs in order and each step builds on the last.
- Toggle Ink-saver (black & white) for a cheaper mono print for the binder; leave it off for the full-color version.
- Click Print SOP to print or save as PDF. Print one per crew, laminate it for the binder, or attach it to the job in your scheduling system.
- Train new hires on it and have staff sign off. Found something out of date? Use the feedback link — flagged SOPs are re-researched against the source list.
Frequently asked questions
Should I quote by the pane or by the hour?
Residential is commonly quoted by pane count — interior and exterior counted separately, with screens, tracks, and sills as add-ons — because it’s repeatable and easy to verify. Storefront and route work is usually a flat per-visit price tied to glass sections or frontage, since the same stop repeats on a schedule.
What should a walkthrough flag besides pane count?
Note hard-water staining (and disclose that severe etching may be permanent), construction debris, and especially stories and access. Recording height/access lets the job be planned within OSHA, IWCA I-14.1, and your safety plan — and if it needs rope or suspended access, it’s out of scope and must be referred out.
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