SIMPLY REFLECTIONS

Standard Operating Procedures

Technician Handbook & Service Standards

Professionalism. Quality Workmanship. Exceptional Customer Service.

Welcome & Company Standards

Welcome to the Simply Reflections team. Our reputation has been built on professionalism, quality workmanship, and exceptional customer service. Every technician represents our company from the moment they leave for their first job until they return home.

Our mission: Deliver exceptional service while creating lifelong customers through professionalism, attention to detail, and outstanding results.

Every Technician Is Expected To

  • Arrive on time
  • Be professional at all times
  • Treat every customer's home with respect
  • Communicate clearly with customers
  • Produce spotless work
  • Represent Simply Reflections with integrity

Dress Code

  • Official blue or gray Simply Reflections shirt
  • Closed-toe shoes at all times
  • Clean, professional appearance
  • Appropriate work pants or shorts
  • Shoe covers mandatory inside any home

Customer Service Expectations

Every customer should feel they hired the most professional window cleaning company in Arizona: be polite, smile, speak professionally, never argue with a customer, never complain, and never speak negatively about previous companies or competitors.

The Simply Reflections Customer Journey

  1. Professional arrival and introduction
  2. Deliver exceptional service
  3. Offer additional services that provide value
  4. Introduce a recurring maintenance plan
  5. Complete a final walk-through
  6. Collect a 5-star review
  7. Collect payment
  8. Thank the customer and leave them looking forward to their next visit

Daily Workflow & Job Process

Before Leaving

Check your schedule in LeadConnector CRM and verify customer name, address, services purchased, notes, gate codes, and contact information. If reporting to the shop first, sign out all equipment and verify it is clean and operational.

Customer Communication

30 minutes before arrival — send a courtesy text introducing yourself and confirming the gate code. Upon arrival — knock or ring the bell, introduce yourself, confirm services, and ask about occupants, pets, and special requests. Always ensure gates remain closed.

LeadConnector CRM Responsibilities

Technicians are responsible for viewing assigned jobs, contacting customers, reviewing job notes, updating job information, communicating delays, and sending job completion updates to management.

Cleaning Standards

Service LevelIncludes
Standard (Exterior)Windows, exterior frames, screens, bug & sun screens, exposed sills — spotless, no streaks, smudges, dirt, dust, or water spots
Standard (Interior)Interior glass, exposed interior sills, screens (does not include interior tracks or frames)
Luxury (Full Service)All Standard items, plus interior frames, vacuumed & cleaned tracks, sills detailed, debris removed, windows lifted as needed

Job Sequence

Meet customer → remove and stack screens neatly → complete all interior cleaning → clean screens → move outside → complete exterior cleaning → reinstall screens. Begin inside unless otherwise instructed.

Solar Panel Jobs: Before and after photos are required for every solar panel job. A job without before/after photos is not considered complete.

Recurring Service Program (Mandatory)

One-time customers are great — lifetime customers build our business. Every technician is responsible for educating customers on the benefits of recurring window cleaning and enrolling as many customers as possible into a maintenance plan.

When & How to Present It

Introduce recurring service near the end of the job, after the customer has seen the quality of the work but before collecting payment. Example: "Most of our customers choose one of our maintenance plans so they never have to worry about their windows getting dirty again. We can come out on a schedule that works best for you and keep everything looking this clean year-round."

Plan Options

  • Monthly Service
  • Quarterly Service (every 3 months)
  • Semi-Annual Service (every 6 months)
  • Annual Service

Customer Benefits

  • Priority scheduling
  • Consistently clean windows year-round
  • Less dirt and hard water buildup
  • Convenience of scheduled service

Expectation: Ask every eligible customer about recurring service before leaving the property — if you don't ask, the answer is always no. If enrolled, confirm the schedule, record it in LeadConnector CRM, and notify management immediately.

Upselling, Reviews & Payment

Present the sales sheet on arrival and look for opportunities to recommend track cleaning, mirror cleaning, additional windows, and screen replacement. Before collecting payment, present the QR code and ask for a 5-star review. Accepted payment methods are credit card, cash, check, Zelle, and Venmo — do not leave until payment is collected unless instructed otherwise by management.

Every job should end with three questions: Did I offer additional services? Did I ask for a 5-star review? Did I offer a recurring maintenance plan?

Job Completion, Safety & Equipment

Final Walk-Through (Mandatory)

Knock on the customer's door and say: "I've completed everything. Let's do a quick walk-through together to make sure you're completely satisfied." Address any touch-ups immediately. Technicians may only leave after receiving verbal approval from the customer.

Communication with Management

Immediately after every job, text management with: job completed, payment collected, upsells sold, reviews received, customer notes, any issues encountered, and photos if necessary.

Damage Reporting

Inspect the property and photograph any existing damage before beginning work. If damage occurs during the job: stop work if necessary, take photos, and contact management immediately with an explanation. As a subcontractor, technicians are responsible for damage caused during their work.

Safety

  • Inspect ladders before every use
  • Never overreach — move the ladder instead
  • Be aware of power lines
  • Safety always comes before speed

Equipment & Vehicle

  • Inspect squeegees, towels, poles, vacuums, buckets, ladders, and solution daily
  • Report damaged equipment immediately
  • Sign out shop equipment before leaving
  • Company vehicles stay clean, organized, and fueled — no smoking/vaping
Weather: If conditions become unsafe, contact management immediately. Do not make cancellation decisions without approval.

Commission Structure & Policies

ItemRate
Base Sales Commission18%
Sales Commission on New Jobs20%
Bug Screens Sold$4 each
Sun Screens Sold$5 each
5-Star Google Review$4 each
Self-Generated Leads+15% additional commission

Time Off Policy

Requests for time off require a minimum of 10–14 days' notice to allow for scheduling adjustments and ensure customers continue receiving excellent service.

Quality Control Checklist — Before Leaving Every Job

☐ Windows spotless
☐ Frames cleaned
☐ Screens cleaned
☐ Tracks cleaned (Full Service)
☐ Sills cleaned
☐ Solar photos completed (if applicable)
☐ Walk-through completed
☐ Customer verbally approved work
☐ Payment collected
☐ Review requested
☐ QR code provided
☐ Sales sheet presented
☐ Upsells offered
☐ Recurring maintenance plan offered
☐ Equipment collected
☐ Gates secured
☐ Job update sent to management

Acknowledgment

I have read and understand the Simply Reflections Standard Operating Procedures. I agree to follow these policies and perform my duties in accordance with the company's standards.

Employee / Technician Name
Signature
Date