Interested In Advertising? | Contact Us Here
Warning!

 

Welcome to Clean It Up; the UK`s largest cleaning forum with over 34,000 members

 

Please login or register to post and reply to topics.      

 

Forgot your password? Click here

dave f

Re: help whith cleaner planner
« Reply #20 on: October 07, 2017, 05:16:12 pm »
ive put my round in the way I do it but its thrown it out all over the place .

Lee Pryor

  • Posts: 2287
Re: help whith cleaner planner
« Reply #21 on: October 07, 2017, 08:57:16 pm »
ive put my round in the way I do it but its thrown it out all over the place .

lol, I had the same problem

You need to come down and see me dave
The best way to predict the future is to create it.

paul alan

  • Posts: 1683
Re: help whith cleaner planner
« Reply #22 on: October 07, 2017, 10:43:34 pm »
Hi Lee, any chance of me coming over for the day to learn how cleaner planner works?

Cheers
Jon

What's your email address jon?
Hi lee while your feeling generous is it ok if I come over for the day and find out how to be successful and rich?

dave f

Re: help whith cleaner planner
« Reply #23 on: October 08, 2017, 07:27:44 am »
thanks lee for you kind offer its a bit far for me as I am up in Yorkshire .by the way what did you do to remedy the problem

Arnold Palmer

  • Posts: 20800
Re: help whith cleaner planner
« Reply #24 on: October 08, 2017, 08:04:32 am »
ive put my round in the way I do it but its thrown it out all over the place .

Where are you looking at it? Jobs page?
#aliens

dave f

Re: help whith cleaner planner
« Reply #25 on: October 08, 2017, 08:30:40 am »
well actually it is the wife that's doing it for me I have not got a clue. what or ware are you supposed to look ?? been at this for a while last night

Arnold Palmer

  • Posts: 20800
Re: help whith cleaner planner
« Reply #26 on: October 08, 2017, 08:49:13 am »
You can arrange the jobs in any order you like (alphabetical, due date, round order etc) by clicking the list header.....
#aliens

dave f

Re: help whith cleaner planner
« Reply #27 on: October 08, 2017, 08:55:51 am »
mmm, I will tell her when she is in a better frame of mind other wise  I will get a Glasgow kiss. lol very temperamental these jock birds.

Arnold Palmer

  • Posts: 20800
Re: help whith cleaner planner
« Reply #28 on: October 09, 2017, 09:44:51 am »


Here is how I have my Jobs list set up. The choose columns button lets you hide stuff you don't need to see like phone number or email address.

So from left to right:

Due (this is the date due for next clean)
Bell (lets me know if that customer needs a text the night before)
Folder (lets me know if the job has any notes attached)
Customer ref
Address
Name
Email (just a button that opens outlook)
Schedule (lets me know how often we do the job)
Last done (The date of the last clean)
Price
Balance
Pay (a handy button to input payments)
Method (how the customer paid last time)
Round (which round the job is on)
Order (an automatically assigned number that shows the preferred optimal order of cleaning, this is only included so I can sort the list in the correct order, note the wee arrow indicating that I have it in order order)
Status (whether the customer is active, cancelled, suspended or whatever)

Every night after cashing up, I filter the list (in order order) to show only jobs due until the end of the month, click auto select, enter my target for tomorrow and add to a new worksheet. Jobsagoodun.
#aliens

Bay View WCS

  • Posts: 297
Re: help whith cleaner planner
« Reply #29 on: October 09, 2017, 12:25:14 pm »
thanks lee for you kind offer its a bit far for me as I am up in Yorkshire .by the way what did you do to remedy the problem

I'm in Lancaster Dave if that's any closer for you?

dave f

Re: help whith cleaner planner
« Reply #30 on: October 09, 2017, 05:51:50 pm »
thanks for the offers of help every one ive  got an email from cleaner planner with a tutorial with how to shift things a bout so I am or the wife is once she as put the knife down lol.

dave f

Re: help whith cleaner planner
« Reply #31 on: October 10, 2017, 04:29:42 pm »
we have given up to long winded for us old wrinkle's .

dazmond

  • Posts: 23988
Re: help whith cleaner planner
« Reply #32 on: October 10, 2017, 05:37:48 pm »
we have given up to long winded for us old wrinkle's .

how on earth have you managed to run a window cleaning business all these years if you cant get your head around a simple software program?.its easy.
price higher/work harder!