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struggling to get to grips with cleaner planner
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richywilts
Cleanitup God
Posts:
4261
struggling to get to grips with cleaner planner
«
on:
September 24, 2014, 08:29:16 pm »
got hang of most of cleaner planner but just deleting customers i cant seem to get my head round it seems quite a simple task to do yet i cant do it, the job isnt booked on to a worksheet as ive just taken it off after speaking to customer they have cancelled
any ideas
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Richard Wiltshire
Window Clean Direct
richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844
Smudger
Cleanitup God
Posts:
13426
Re: struggling to get to grips with cleaner planner
«
Reply #1 on:
September 24, 2014, 09:07:06 pm »
U don't need to delete customer Richie, just change their status from active to cancelled ( and I always just go to due date and click no due date due) that way it removes them from your schedule but cp remembers them so if they come back in the future u have a record
Hth
Mrs smudger
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Never argue with an idiot, they will only bring you down to their level, and beat you with experience
richywilts
Cleanitup God
Posts:
4261
Re: struggling to get to grips with cleaner planner
«
Reply #2 on:
September 24, 2014, 09:12:09 pm »
cheers mrs smudger
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Richard Wiltshire
Window Clean Direct
richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844
Clever Forum Name
Cleanitup God
Posts:
5942
Re: struggling to get to grips with cleaner planner
«
Reply #3 on:
September 24, 2014, 09:31:11 pm »
use the "complete" or "cancelled" option instead of active.
"Cancelled" if they cancel due to complaint.
"complete" for ones off's.
Try not to delete jobs, as will mess up year to date.
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richywilts
Cleanitup God
Posts:
4261
Re: struggling to get to grips with cleaner planner
«
Reply #4 on:
September 24, 2014, 11:49:05 pm »
sound cheers robs just said that on email customer hasnt been cleaned since set up new software with cleaner planner so should be ok
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Richard Wiltshire
Window Clean Direct
richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844
JSMC
Cleanitup God
Posts:
3511
Re: struggling to get to grips with cleaner planner
«
Reply #5 on:
September 25, 2014, 04:25:08 pm »
i use excel spreadsheets. I have the following
week 1
week 2
week 3
week4
have all the property / customer details on left hand column then have price column, paid column and a comments column.
works a treat. Print sheets out at start of week and just work from them. I then file them once done for accounts.
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Susan Dean (1stclean)
Cleanitup God
Posts:
2064
Re: struggling to get to grips with cleaner planner
«
Reply #6 on:
September 25, 2014, 07:49:06 pm »
we did as well so binned it off
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struggling to get to grips with cleaner planner