[Paul erithwc]

How much do you pay for each text you send?

4.9p per text message

[Rogue Trader]

Cleaner Planner is denifinately a huge leap forward. Although i will admit that I worried about it for weeks and slowly decided to go for it and i am so glad i did.

 It is the difference between pen and paper and a computer , between walking and driving etc.... it was one of the best things i have done for my business in recent years. It enables me to run my business in an effective, time efficent and dynamic way. Rob the programmer is also fantastic and is always onhand for support and he listens to your ideas and implements them...... try it out, you wont look back.

[Smudger]

Cleaner Planner is a fab bit of software created by window cleaners and constantly being developed by Rob, he makes changes quickly and another great thing, apart from go cardless integration, bulk email and everything else, you can export any part of your information to excel at the touch of a button, and you can backup all of the info to dropbox at the touch of a button too, so yes its backed up on the cloud and I am sure Rob will be around longterm, BUT if this worries you - you can simply back up to excel or in its entirity to dropbox - he has also put in a flat rate vat option for those windows cleaners on this vat method so your accounts are accurate too.

Its a brilliant piece of software that we would not be without now. Well done Rob.

[Carl@Cwc]

been on it from beginning and jumped straight in off aworka despite some less available features at the time
i felt rob was going to deliver a killer app and he did.

fantastic addition to the business.

preclean texts ,some days we do 50 a day = 2 clicks and done
chase debts = select offenders and text all in one go
gocardless integration  
new add customer button is fantastic  

it is really quite simply brilliant and a massive  leap forward in customer management.

one thing i would like added and will now mail rob is an integrated calendar for quotes, etc with multiple calendar user id's.
currently using another calendar to organise quotes and one offs but really need to integrate the 2 now

if you are not on it , get on it .
it will seriously save you time and money

[Smudger]

Hi carl, as you know we have been involved since day one, and not sure if this would work for you, but we simply added a round in and called it quote and we also have around call one off window cleans - then we simply book the jobs/quotes as normal and then when I print out the worksheets/tablet - I do them the night before usually "due tomorrow" and sort by round and hey presto Daz gets a worksheet with quotes all due that day - would that not work for you?

Mrs Smudger x

[ptwt]

Ive been using george for about ten years and could seen no reason to pay £180 a year to do the same as george but eith different software,  I gave cleaner planner a go because of the free trial and have just signed up and will no longer use george from the end of the month.
I had a lot of reservations about cleaner planner but rob answered all of my questions and put my mind at rest. At the moment george suits my requirments but I can see a point when it wont, but cleaner planner exceeds my current needs and will meet my future needs.
Im surprised that ive signed up as im a typically tight window cleaner but its good enough for me to spend the money.

[Paul erithwc]

Hi carl, as you know we have been involved since day one, and not sure if this would work for you, but we simply added a round in and called it quote and we also have around call one off window cleans - then we simply book the jobs/quotes as normal and then when I print out the worksheets/tablet - I do them the night before usually "due tomorrow" and sort by round and hey presto Daz gets a worksheet with quotes all due that day - would that not work for you?

Mrs Smudger x

I just emailed rob about quotes I think it could be good if you could select a time for  the quote then have the programme text you via text local 15 min before the quote is due.

Paul

[Pete Thompson]

It's not actually £15 per month

It's more like £15 - 22% as it's tax deductible

So actually £11.70

Not tried it yet, but will do in the near future, as I will with Go Cardless, it sounds great.

[Mike #1]

I Have had a play around with it and just cant get my head round it , I use Aworka and the sheer simplicity of marking off jobs and payment method used  and moving them around with drag and drop if needed plus bulk moving a whole days work forward with 2 clicks if needed .

And the support from Chris if and when i have messed up an invoice or something is first class it is usually sorted ASAP so cant fault it all . Mike

[harry willett]

Just from work flow point of view the daily planner being able to use a tablet and itb all being paperless is a real godsend this program is awsome

[Rob @ Cleaner Planner]

Thanks for all the great comments guys - really pleased all the tweaking and improving based on your feedback is starting to make a big difference

RE drag and drop on the planner - I've been mulling this over for a long time now. In my experience, it tends to be something people coming from Aworka think they need (understandably because they're used to it), but actually when they get up and running with proper worksheets (which give you get day-to-day flexibility without making permanent changes to your schedule), and use the bulk edit tools to get their schedules properly sorted once and for all, they find they don't need it after all.

I'm yet to have someone trial CP from Aworka, give it a proper go and then drop out because the planner doesn't have drag and drop. And as I always say to people, if a feature is going to make the difference between you signing up or not (once you've given it a proper go and tried the CP way of working) then I will add it, but noone's ever pushed me on it. If they did, I'd add it

To be honest it would be relatively straightforward to implement, but personally I've always thought it encourages you to be a bit hap-hazard with your scheduling, and there's potential to get in a real mess. One user who came over from Aworka said he was actually fed up with the drag and drop, particularly on the iPad where he was forever accidentally moving jobs around when all he wanted to was scroll the screen! Anecdotal, and maybe partly user error, but I just feel like it's one of those things that sounds cool but ain't that practical in reality.

Worth mentioning as well in Cleaner Planner you have all the capability of drag and drop, you can move a whole day's work +/- a number of days, you just do it by selecting the day, round or individual jobs and clicking "Change due". You can also reorder a round or worksheet by clicking "Reorder" and then you get a window where you can drag and drop the addresses in order. I'm more than happy to walk anyone through this who's struggling with it. As always just drop me an email rob@cleanerplanner.com.

Anyway, just my 2 cents based on experience so far! I'm always ready and willing to implement features people genuinely need and which will make CP a better product, so I look forward to further input on this

Carl @CWC - I remember you saying D&D was a must, do you still feel like you're missing it?

[Rob @ Cleaner Planner]

Hi carl, as you know we have been involved since day one, and not sure if this would work for you, but we simply added a round in and called it quote and we also have around call one off window cleans - then we simply book the jobs/quotes as normal and then when I print out the worksheets/tablet - I do them the night before usually "due tomorrow" and sort by round and hey presto Daz gets a worksheet with quotes all due that day - would that not work for you?

Mrs Smudger x

I just emailed rob about quotes I think it could be good if you could select a time for  the quote then have the programme text you via text local 15 min before the quote is due.

Paul

I think the way Smudger uses worksheets to book quotes is really smart, you have the added advantage then of being able to convert the quote to a job (rather than having to create it separately) when the worksheet comes in by changing status to "Active" and setting the schedule, or you can just mark it as "Done" so you have a record the quote was done but didn't convert to a customer this time. Nice thing then is you've still got the customer details in your database (under the "Customers" tab) where you can remarket to them later, e.g. via email, SMS or Mailchimp.

Paul - I like the idea of text reminders for timed quotes and this would be pretty straightforward to implement as we already have a text scheduling capability for customer job reminders. Also like Carl's idea of an appointment calendar, or integration into your calendar via iCal. Will give both some more thought once I've finished the update to the mobile app (feel free to keep nudging me )

[richywilts]

rob is drag and drop used on wcp coz i like that feature if that what you mean, where u can pull someone up to top of list if they request a morning call

[Smudger]

richy on cp it really really simple to move someone to put them where you want on the worksheet - using the re-order button.

[Rob @ Cleaner Planner]

Hi Richy, yes sorry, my rambling wasn't very clear on that point! Cleaner Planner does have drag and drop where most people find it genuinely useful - for reordering rounds and worksheets.

As Smudger said, you simply bring up the round or worksheet, click "Reorder" and a window appears with all the job addresses. Drag and drop them into order and click "Save". Very similar to WCP.

It doesn't change anything until you click save, so much less chance of accidentally messing up your round

Also (recently added feature) when viewing a specific round you can insert a job in a specific position by clicking the "+" icon next to the job you want to insert before (e.g. house next door).

[richywilts]

sounds like no stones been left unturned everything seems to be taken care of with this software system good work rob

[AuRavelling79]

So if you are on George what can be transferred over painlessly?

[Rob @ Cleaner Planner]

Thanks Richy - stone turning is what it's all about!

Granville - if you email me your George backup I can import all your rounds, customers, jobs (in round order), debts and notes.

Import process is quick and 100% accurate - no pain involved

As with any new software there's a learning curve, but I'm more than happy to walk you through anything that isn't obvious over phone or email.

rob@cleanerplanner.com

[Neil Gornall]

So if you are on George what can be transferred over painlessly?

Granville, I moved over from George.
I have been using George since the very early days, around 04 I think. I was really unsure about changing as had George down to a fine art.
I kept putting it off as was really worried it would mess up my business. In fact the opposite has happened, I picked it up much quicker than I expected and now love it. All my information from George is there but I can now do so much more.

Try it, you won't be disappointed.

[Mike #1]

I am one of those people that if something isn't working for me almost instantly and their is no general guides that I can go back and double check then I am out .

With greatest of respect I am sure Rob has done a great job but if it don't jump out it's no good to me .

As posted with Aworka I click on a job in the planner and my options are instantly displayed I mark it done and payment method made or not click save and next job loads up it could not be any easier .

I click on a job in the planner on cleaner planner I am redirected to another page to manage custys details no sign of marking job done or paid or invoice .

I don't want to have to spend time on the phone or emailing to work out how to work something that should be simple and straight forward and make my life easier . Mike