Fair questions, straight answers.
Prices, Direct Debit, rain days, Zif and moving your round across: 54 answers in plain English.
7 questions
Getting started
The basics: what Zifty does, who makes it and what you need to use it.
ZiftyCRM, or Zifty for short, is software for UK window cleaners. It runs your round: customers and prices, the work planner, invoices, and Direct Debit with GoCardless.
Zif, your round assistant, lives inside it and does the routine admin, like planning the drive, raising invoices when jobs are done and sending the reminders you’ve switched on.
Window cleaners in the UK, from a one-van round to a small team. It’s built around how a round really works: cleans every few weeks, prices per house, rain days, and Direct Debit only when the job’s done.
Not quite. We’re letting UK window cleaners in a few at a time, waitlist first. Join the waitlist to get in early, with exclusive early bird pricing.
Chris Morris, who runs TrueView Window Cleaning in Newark-on-Trent, and Lewis Parker, who builds software for local businesses. Every feature is used on TrueView’s own round before it reaches yours.
Yes. Zifty’s built for the van first, and works on a laptop for the bigger jobs like planning the week.
No. Zifty runs in the web browser on your phone, tablet or computer, so there’s nothing to install.
No. If you can send a text, you can use Zifty. Most days it’s open the app, tap Optimise drive and tick the jobs off as you go.
5 questions
Plans and pricing
What’s in each plan, how early bird pricing works for the waitlist, and VAT.
We’re finalising prices now, so they’re to be confirmed. Join the waitlist and you’ll get exclusive early bird pricing when we open, before anyone else.
A special price that’s only for people on the waitlist. We’ll email you the details before your spot opens, and joining the waitlist doesn’t commit you to anything.
Every plan has unlimited customers and rounds, the work planner, invoices, Direct Debit with GoCardless, reports and Zif.
- Solo: For one van and one round book’s worth of customers.
- Pro: For a busy round that wants to grow.
- Team: For more than one van on the road.
No. Zifty Ltd isn’t VAT registered, so there’s no VAT to add.
Start on the plan that fits today and move up as the round grows.
12 questions
Getting paid
How invoices go out, how Direct Debit works with GoCardless, what happens when a payment fails, and the reports that show where the money is.
Zifty connects to your own GoCardless account. When you mark a job done, that clean is collected. No job, no charge. Cash and bank transfers can be logged too.
You use your own GoCardless account, so GoCardless’s fee for each payment is paid straight to them.
No. Each payment is for a clean you’ve marked done, so a skipped or rained-off visit isn’t charged.
Choose how each customer pays: Direct Debit, cash or bank transfer. Cash and transfers are logged by hand, so the owed list is always right.
Yes. Zifty connects to your own GoCardless account, so payments go to you through it. If you haven’t got one yet, you can open one with GoCardless.
Zifty shows it in Payments straight away and Zif flags it. Retry it in a tap, send a new Direct Debit link, or put the next clean on hold until it’s sorted.
Yes. Most invoices come from finished jobs, but you can raise one by hand for anything else, and cancel one with a reason.
No. Each invoice has its own private link that opens on any phone.
Yes, every invoice prints cleanly on A4 or saves as a PDF.
From the work already booked on your planner, so they change as you add customers or move cleans.
Yes. Revenue is broken down by round as well as by month.
Money collected so far plus the work you’ve booked for the rest of the period.
4 questions
Rounds and planning
Planning the week, the quickest drive, time off and what to do when it rains.
Yes. Start from your base, from where you are right now, from a point you pick on the map, or with the furthest job first. You can finish anywhere, back at base, or near a chosen point.
Book the days off and choose how to handle the work. Visits move with a reason saved, so nothing quietly drops off the round.
Yes. The week ahead shows the forecast against your booked work, so you can move a wet day before it catches you out.
Zif flags rain on a booked day, so you can decide the night before. Move the visits and the planner shuffles the week round them, then send one message to everyone on that round.
Nobody’s charged for a clean that didn’t happen.
5 questions
Customers and messages
Keeping every customer in one place, and the texts that go out to them.
Yes. Commercial customers can have several contacts and their own invoice email.
Make them inactive or stop the job with a reason and a date. Their history stays, so you can see why and win them back.
Yes. Every template is yours to edit, with fields for the customer’s name, the price and the clean date.
Yes. Filter by round or area and send a bulk message, or download the list.
Only if you switch them on. You choose which automatic texts go out.
4 questions
Zif, your assistant
Zif is the round assistant inside Zifty. Here’s what he gets up to, and what he leaves to you.
Zif’s your round assistant inside Zifty. He plans the drive, sends invoices, keeps an eye on the weather and tells you when you’ve been paid. He follows your rounds, prices and rules, so there’s no guesswork.
No guesswork here. Zif follows your rounds, prices and rules, every day, the same way.
Zif only tells you the things you’d want to know, and you choose which automatic texts go to customers.
Because a window cleaner’s best mate was always going to be made of water.
11 questions
Quotes, sites and portal
Your own quote calculator, website and customer portal, all feeding new work straight into Zifty.
Yes. Add extras with their own prices and the calculator adds them up.
They land in Sign-ups with their details and price, ready for you to choose the round and first clean.
They’re kept in a separate list, so you can give them a call.
Yes. Copy one line of code into WordPress, Wix, Squarespace or any other site and the calculator appears there. It’s on your Zifty website automatically, and it has its own link for Facebook and texts.
Yes. Add your GoCardless sign-up link and a Direct Debit button shows under their price. You choose which buttons they see: book, Direct Debit, WhatsApp, text, call or your own link.
That’s the plan: your site on your own domain, with the quote calculator built in.
No. Pick a style, add your details, and Zif lays it out for you.
Straight into Sign-ups in Zifty, ready to add to a round.
No. Each customer gets their own private link.
Their contact details and how they pay. Prices and schedules stay with you.
Yes, it shows your business name and logo.
3 questions
Moving to Zifty
Coming from another app, a spreadsheet or the round book? Here’s how the move works.
Yes. Send us an export, a spreadsheet or your round book and we’ll help you move customers, prices and rounds across.
Whatever you’ve got: an export from your current app, a spreadsheet, or the round book itself. We’ll help bring your customers, prices and rounds across, then check it all with you before you start.
Yes, if they pay you through GoCardless. Connect that GoCardless account to Zifty and they come with it.
3 questions
The waitlist
We’re letting window cleaners in a few at a time, with early bird pricing for the waitlist. Here’s how it works.
We’re letting window cleaners in a few at a time, waitlist first. We’ll email you as soon as your spot’s ready.
No. Joining the waitlist is free and doesn’t commit you to anything. We’ll only use your details to tell you about Zifty.
When your spot opens, we’ll show you round on a call before you move anything across. Questions before then? Email hello@ziftycrm.com.
Still stuck? Ask us.
Email us and Chris or Lewis will get back to you.
Get Zif on your round.
Join the waitlist for exclusive early bird pricing. We’ll help bring your customers across, then Zif does the admin.
