I played around with CP for a few weeks before I finally settled on Squeegee. Can’t personally help with moving customers over but I do think Squeegee is brilliant, perfect for my business and I’ll be able to cancel my Quickbooks subscription saving £150+ a year when squeegee incorporate MTD too.

It'll be interesting to see how you go on with MTD with squeegee from April. Keep us posted Danny.👍

What do you mean print a worksheet? Surely you don’t manually print your days work onto paper these days Daz?

There’s a few different ways to work with Squeegee. Personally I just have all my jobs in 1 big round and work from the ‘overdue’ tab and mark each job off as done and then again when paid.

You could also put each job into different rounds if you work that way.

I don’t print anything off though, that’s just creating extra paperwork that isn’t needed imo.

Download it and have a play. I did with cleaner planner and didn’t get on with CP at all.

No I don't print worksheets but i print my workday slips out every evening to post through my customers doors after I clean them.

I love cleaner planner. Its just fantastic and very simple to use.

Thanks Danny. I'm going to hold off for now and see if HMRC actually do go ahead with MTD for businesses under 50k in 2027.

Cleaner planner is very simple and perfect IMO. If it could integrate with MTD then I'd stay but I don't think there is any plans to update it for MTD in the future.

Can you print worksheet slips with squeegee? As this is a must for me.

Your income wasn't over 50K for your 2024/2025 tax year? are you saying your earnings didn't qualify to have to go MTD on 6 April 2026?

Thanks Danny. I'm going to hold off for now and see if HMRC actually do go ahead with MTD for businesses under 50k in 2027.

Cleaner planner is very simple and perfect IMO. If it could integrate with MTD then I'd stay but I don't think there is any plans to update it for MTD in the future.

Can you print worksheet slips with squeegee? As this is a must for me.

Here’s what Chat GPT suggests…

Step 1: Export customers from Cleaner Planner
   1.   Log in to Cleaner Planner
   2.   Go to Customers / Client List
   3.   Look for Export (usually CSV or Excel)
   4.   Export ALL customer data, including:
   •   Name
   •   Address
   •   Phone
   •   Email
   •   Notes
   •   Price
   •   Frequency
   •   Last cleaned date

If Cleaner Planner won’t export everything in one go, export customers and jobs separately.

⸻

Step 2: Clean the spreadsheet (don’t skip this)

Open the file in Excel or Google Sheets and:
   •   Remove duplicate customers
   •   Make sure addresses are in one consistent format
   •   Check prices are numbers only (no £ signs)
   •   Make sure frequencies match Squeegee’s options (e.g. 4-weekly, 8-weekly)
   •   Decide now:
   •   ❌ Delete dead / non-regular customers
   •   ❌ Delete “quote only” junk

This is your chance to clean house. Be ruthless.

⸻

Step 3: Import into Squeegee
   1.   Log in to Squeegee
   2.   Go to Customers → Import
   3.   Upload the CSV file
   4.   Map the fields correctly:
   •   Name → Name
   •   Address → Address
   •   Phone → Phone
   •   Price → Price
   •   Frequency → Frequency
   •   Notes → Notes

Take your time here. One wrong mapping = chaos.

⸻

Step 4: Rebuild schedules (important)

Cleaner Planner schedules do not translate perfectly.

After import:
   •   Check each round/day
   •   Make sure customers fall on the correct weeks
   •   Fix any that show as “unscheduled”

This is normal. Don’t panic.

⸻

Step 5: Spot-check 10–15 customers

Before you go live:
   •   Pick random customers
   •   Check:
   •   Price
   •   Frequency
   •   Notes
   •   Address accuracy

If these look right, the rest usually are.

⸻

Step 6: Switch fully (no half-and-half)

Once happy:
   •   Stop using Cleaner Planner completely
   •   Run everything from Squeegee
   •   Don’t “dip back” or you’ll double-book yourself

⸻

Pro tip (saves stress)

If you’ve got hundreds of customers, email Squeegee support and ask if they’ll help with the import. They often do — especially if you’re moving from Cleaner Planner.