[jo5hm4n]

So i'm finally setting up Cleaner Planner, already spent alot of time figuring out how the software works.

The one thing i am now wondering how to organise though in cleaner planner is "Customer Source" and "Service"

So a part of me wants to under Customer Source, just put exactly where the customer comes from.  So example - Walk ups, Canvassing in House, Paid Canvassing, Facebook Leads, Website Leads, Flyering.

That way over time i can track where most of our work comes from and see where the best retention is in the reports function of Cleaner Planner.

Now, the other problem i have is though i also want to track how much each Employee i have is doing.  Currently only have two, but i think it was Lee Pryor who said that under Customer Source he just puts every name of his employee and that way it tracks what every single employee does each month turnover wise, rather than where the customers actually come from.

So my question is, can i do both or is that not possible?  I wondered if possibly i could just track where the customer source is under "Services" instead.

For those that employ or really want to track things, how are you going about it please?

Thanks

[Lee Pryor]

Nope, wasnt me that said that.

I dont bother with customer source, I simply just know where most of my customers come from.

When you add your cleaners as "users" and give them tablets to work from each day, any jobs they do will tally to them under, reports, revenue by user.

[jo5hm4n]

Nope, wasnt me that said that.

I dont bother with customer source, I simply just know where most of my customers come from.

When you add your cleaners as "users" and give them tablets to work from each day, any jobs they do will tally to them under, reports, revenue by user.

That explains it now revenue by user, thats what i need and what i must of heard.

Lee do you track areas where you work is in via cleaner planner.

So for example your doing £5,000 in Netherwallop, £2000 in Heathens.

Or do you not bother with tracking that sort of thing.

Trying to figure out what i need to be tracking and where to draw the line.

[Lee Pryor]

No I dont do that. I view the entire round as a single round and as long as the same amount of money can be done each day I dont care where we get the work.

I track.....

Total round value and average cost per customer. Round value divided by total amount of customers. This alows me to know how many customers we need to reach a certain turnover. Combine that with knowing your cost per customer you then know how much you need to spend to reach a certain goal.

I also track how much work per cleaner is being done and how much turnover we have done at certain points during the month so I know if I need to give out more or less work each day to reach a certain monthly target.

Thats really all I monitor.

[Arnold Palmer]

So i'm finally setting up Cleaner Planner, already spent alot of time figuring out how the software works.

The one thing i am now wondering how to organise though in cleaner planner is "Customer Source" and "Service"

So a part of me wants to under Customer Source, just put exactly where the customer comes from.  So example - Walk ups, Canvassing in House, Paid Canvassing, Facebook Leads, Website Leads, Flyering.

That way over time i can track where most of our work comes from and see where the best retention is in the reports function of Cleaner Planner.

Now, the other problem i have is though i also want to track how much each Employee i have is doing.  Currently only have two, but i think it was Lee Pryor who said that under Customer Source he just puts every name of his employee and that way it tracks what every single employee does each month turnover wise, rather than where the customers actually come from.

So my question is, can i do both or is that not possible?  I wondered if possibly i could just track where the customer source is under "Services" instead.

For those that employ or really want to track things, how are you going about it please?

Thanks

I used to do that. For source I now have:



Useful information if you use it properly.