PressureWashingBossPro Blog — House Washing & Recurring Plans

Tracking Yearly Plan Members in Reports

Once a washing company has more than a handful of yearly plan customers, gut feel stops working. How many houses are on a plan? How many come due in April? How much of last month's income came from plan visits versus new jobs? Are more people joining than leaving? Those questions have answers, and the answers tell you whether the recurring side of the business is growing.

Why Track Plan Members at All

Recording why customers leave is covered in Recurring Plan Cancellations: Recording the Reason and Learning From It. Reports are where those reasons, and everything else about your plans, add up into a picture.

Yearly plan customers are the most valuable customers a residential washing company has. They are already sold, already trust you and already have a card on file. Knowing how many you have, and whether that number is going up or down, is like knowing the balance in the bank. Without it, you are guessing.

What to Track

A simple set of numbers covers most of what an owner needs:

• Plan members: how many addresses are on a recurring plan right now.
• New plan members: how many joined this month or this season.
• Cancellations: how many ended, and the reasons.
• Upcoming plan work: how many visits come due in the next weeks and months.
• Plan income: what plan visits brought in, compared with one-time jobs.
• Overdue visits: how many plan houses are past the 7-day grace.

You do not need all of them every week. Plan members and overdue visits are worth a weekly glance. The rest are monthly or seasonal.

Using Reports in PressureWashingBossPro

PressureWashingBossPro includes reports on your clients, jobs and invoices. Combined with tags and custom fields on client records, they let you slice the data the way you think about your business. A few practical setups:

• A tag for plan members, such as “Yearly Plan,” added when a customer joins and removed when they cancel. That makes plan members easy to count and filter.
• A tag or custom field for how they joined, like “Driveway sale” or “Sign-up form,” so you can see which approach brings in the most plans.
• A cancellation reason field, so cancellations can be grouped by reason.
• A tag for the referral source, to see which customers and neighborhoods send you the most new work.

Whatever you set up, keep it simple enough that the office actually fills it in every time.

If you are starting from spreadsheets and paper, the first job is getting existing plan customers into the system. A CSV import brings in clients and addresses, which are placed on the map automatically. Then go through them once, set each one to recur and add the plan tag. It is an afternoon of work, and after that every number in this guide comes straight from the records instead of a recount by hand.

The Waiting List as a Forward Report

Reports look backward. The Waiting List looks forward. Its not-due-yet pins show the plan houses coming up, and its due and overdue pins show what needs doing now. For seasonal planning, the Waiting List is the best view of what is coming. If April shows a large number of plan houses coming due, you know to have the rig ready, the chemicals ordered and maybe a second crew lined up. More on that in The Waiting List Map for House Washing: Not Due, Due and Overdue Pins.

Reading the Numbers

A few things owners look for:

• Joining versus leaving. If more customers join than cancel each season, the plan book is growing. If not, look at the cancellation reasons.
• Plan share of income. As plans grow, more of each month's income is already promised before the month starts. That makes hiring and buying equipment less of a gamble.
• Overdue counts. A rising number of overdue plan visits is an early warning that the office or the crews are stretched.
• Which crews sell plans. If plan sign-ups cluster on one crew's jobs, find out what they say in the driveway and teach it to everyone.

Office Roles and Access

Office user roles let you decide who can see what. An owner may want full reports, while an office helper needs the Waiting List and client records but not the income numbers. Set roles once, and each person sees what they need.

Numbers That Change Decisions

Reports are only useful if they change what you do. A monthly look at plan members, cancellations and upcoming work is enough to steer the recurring side of the business. To see reports alongside yearly plans and the Waiting List, visit the PressureWashingBossPro house washing software page.