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richywilts

  • Posts: 4261
Hows everyone doing with cleaner planner
« on: July 29, 2014, 11:31:13 am »
ive been trialling the new system out seems very good robert is very attentive, just wondering if anyone is fully utilising the email and go cardless features has it helped improve running of your business???
Richard Wiltshire
Window Clean Direct

richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844

PoleKing

  • Posts: 8974
Re: Hows everyone doing with cleaner planner
« Reply #1 on: July 29, 2014, 02:32:08 pm »
I'm not using cleaner planner, Richy.
But GoCardLess is the best move I have ever made in business.
I set all GCL customers to pay 1st of the month.
A pretty handsome chunk of the round goes in on the 4th of each month. No ag whatsoever!
www.LanesWindowCleaning.com

It's just the internet. Try not to worry.

richywilts

  • Posts: 4261
Re: Hows everyone doing with cleaner planner
« Reply #2 on: July 29, 2014, 03:06:42 pm »
was it difficult converting customers to it how did you find it

Richard Wiltshire
Window Clean Direct

richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844

Neil Gornall

  • Posts: 640
Re: Hows everyone doing with cleaner planner
« Reply #3 on: July 29, 2014, 03:08:19 pm »
I am using Cleaner Planner and today sent my first invoices out using the email facility. It think that function alone will save me 3 - 4 hours work each month due to the fact it has all the information required so I don't have to pull details from elsewhere. it really is so simple. It took me 20 minutes to get my head around how it works but if a tech idiot like me can do it then anyone can.

I think Cleaner Planner is the best thing to hit my business since George 8 years ago. George was good in its days but this is seriously better.

richywilts

  • Posts: 4261
Re: Hows everyone doing with cleaner planner
« Reply #4 on: July 29, 2014, 03:10:39 pm »
its a lot like window cleaner pro i think but a lot more improved where wcp should have gone i cant wait to get using it properly as im just playing about with old database at min left on this laptop
Richard Wiltshire
Window Clean Direct

richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844

Neil Gornall

  • Posts: 640
Re: Hows everyone doing with cleaner planner
« Reply #5 on: July 29, 2014, 03:13:04 pm »
its a lot like window cleaner pro i think but a lot more improved where wcp should have gone i cant wait to get using it properly as im just playing about with old database at min left on this laptop
If you have any problems Richy contact Rob, he is so helpful.

richywilts

  • Posts: 4261
Re: Hows everyone doing with cleaner planner
« Reply #6 on: July 29, 2014, 03:15:38 pm »
hes been excellent every night emailing to see if any thing he can help with, hes trying to setup my email to it now
Richard Wiltshire
Window Clean Direct

richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844

richywilts

  • Posts: 4261
Re: Hows everyone doing with cleaner planner
« Reply #7 on: July 29, 2014, 03:16:07 pm »
how much is it exactly a month not even checked or cant remember the prices
Richard Wiltshire
Window Clean Direct

richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844

Neil Gornall

  • Posts: 640
Re: Hows everyone doing with cleaner planner
« Reply #8 on: July 29, 2014, 03:20:42 pm »
Not sure what I pay of the top of my head, but Its not a lot considering how much its improved how we work.
Waiting for 3 new tablets to arrive anyday as the first ones I got although good had an older operating software so they went back.

Once we have those running I am keen to move onto using some of the other features such as Go cardless. Really like the look of that, my outstanding debt list can hit 17k sometimes so anything to improve that will be a big help.

martinw

  • Posts: 243
Re: Hows everyone doing with cleaner planner
« Reply #9 on: July 29, 2014, 03:45:08 pm »
Go Cardless option is very easy to use once its been set up via CP. Once you have a customer sign up to pay you and his/her email address is in CP you only need to synchronise via settings or click on manual charge on debt list.

Any work your guys do, can be tracked quite easily via worksheet assign option and transactions screen.

CP is by far the easiest to use.

Time wise it saves me anything between 8-10 hours of admin work a month.

£25 / month pro package will get you going.

concept

  • Posts: 1048
Re: Hows everyone doing with cleaner planner
« Reply #10 on: July 29, 2014, 04:23:53 pm »
Been using CP for a few months now, great bit of kit.

Invoicing is simple now, few clicks and it's gone, love it.

The app is great, no more trawling through paper.

Rob has implemented loads of clever touches following feedback, so is very hands on and open to ideas to help YOUR business run how YOU want it.

The fact it's cloud based meant I could access it when we were on holiday to ensure everything ran smoothly in my absence.

Go for it.

Paul erithwc

Re: Hows everyone doing with cleaner planner
« Reply #11 on: July 29, 2014, 05:34:01 pm »
Well worth the money text messages, go cardless and the list goes on plus its being updated all the time


Text messaging from the debt list is a big plus for giving late payers a nudge  ;)

Paul

richywilts

  • Posts: 4261
Re: Hows everyone doing with cleaner planner
« Reply #12 on: July 29, 2014, 07:07:57 pm »
how does the text thing work do you have to be signed up with a company
Richard Wiltshire
Window Clean Direct

richardwiltshire36@yahoo.co.uk
www.windowcleandirect.co.uk
07894821844

LWC

  • Posts: 6824
Re: Hows everyone doing with cleaner planner
« Reply #13 on: July 29, 2014, 07:32:36 pm »
I have just completed free trial and i signed up. I really am a die hard Window Cleaner Pro fan, took me alot to move over but Rob has catered for my every need. I seem to work in a different way to others with arranging work due etc. Spoke for to Rob about this and we spoke for a while on different options.

Invoicing emails...wow what a time saver! Before i used to make the invoice in pdf format, save it, open up outlook expres, find address etc etc...you get the picture. Now its just a click of the button  :)

For me one of the biggest sellers was the mobile app, works perfect, syncs via wifi...or 3g. Superb. No more headaches at night. And now completely paperless. Worth it, go for it!

supernova77

  • Posts: 3547
Re: Hows everyone doing with cleaner planner
« Reply #14 on: July 29, 2014, 07:51:03 pm »
I still use Aworka... But only really because I prefer the diary view in Aworka and the way you can move jobs around easily etc..

Andy

J.D

  • Posts: 636
Re: Hows everyone doing with cleaner planner
« Reply #15 on: July 29, 2014, 07:53:04 pm »
I trialled it for a couple of weeks and thought it very good , with lots of great features. But I couldn't justify ditching wcp and paying £15 per month forever for just the basic package! Really overpriced in my opinion but if people are prepared to pay it then the very best of good fortune to them.

Paul erithwc

Re: Hows everyone doing with cleaner planner
« Reply #16 on: July 29, 2014, 08:14:49 pm »
how does the text thing work do you have to be signed up with a company

You just need to sign up to text local then integrate you codes to cp

Paul

Spursboy1972

  • Posts: 679
Re: Hows everyone doing with cleaner planner
« Reply #17 on: July 29, 2014, 10:02:32 pm »
Its awesome and is changing all the time.. I like that it changes as you want it to.. The SMS facility is a god send as is the email.. Would not be without it..
Clear Vision~"The Difference is Clear"

Southampton- Hampshire

CasaDeCabra

  • Posts: 76
Re: Hows everyone doing with cleaner planner
« Reply #18 on: July 29, 2014, 10:15:38 pm »
How much do you pay for each text you send?

LWC

  • Posts: 6824
Re: Hows everyone doing with cleaner planner
« Reply #19 on: July 30, 2014, 07:21:44 am »
I trialled it for a couple of weeks and thought it very good , with lots of great features. But I couldn't justify ditching wcp and paying £15 per month forever for just the basic package! Really overpriced in my opinion but if people are prepared to pay it then the very best of good fortune to them.

Cost of one house...save hours on organizing. Its all about making your life simpler. I wouldnt actually i couldnt be without some sort of software to look after my business.