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Rogue Trader

  • Posts: 1366
Re: Hows everyone doing with cleaner planner
« Reply #60 on: August 01, 2014, 03:46:46 pm »
i bought 3 too and one was sent back cos it didnt work , hope u havent got that one!

Clever Forum Name

  • Posts: 5942
Re: Hows everyone doing with cleaner planner
« Reply #61 on: August 01, 2014, 04:34:43 pm »
Cheers rob lol.

I use George. I have an ipad with no 3G and looking at buying a tablet with no 3G.

Can I monitor debt lists when out?

Rob @ Cleaner Planner

  • Posts: 292
Re: Hows everyone doing with cleaner planner
« Reply #62 on: August 01, 2014, 04:54:06 pm »
I'm working on the mobile debt list now, been pushed back a bit as had to get some other updates out this week (including account backup tool) but I'm aiming for mid next week :)

No 3G no problem ;) You can sync over wifi at start and end of day.

I can import from George no probs. Just sign up for the trial (link in my sig) and email your backup to rob@cleanerplanner.com or send it via the secure contact form: https://www.cleanerplanner.com/contact

ben M

  • Posts: 4720
Re: Hows everyone doing with cleaner planner
« Reply #63 on: August 01, 2014, 06:53:42 pm »
Rob, you can transfer everything from george? thanks
Ben

Rob @ Cleaner Planner

  • Posts: 292
Re: Hows everyone doing with cleaner planner
« Reply #64 on: August 01, 2014, 07:05:31 pm »
Hi Ben - I can import rounds, customers, jobs (in round order) and debts. See Neil's comments below :)

If you fancy giving it a try just sign up for the trial https://www.cleanerplanner.com/trial and email me your latest George backup rob@cleanerplanner.com

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.

Clever Forum Name

  • Posts: 5942
Re: Hows everyone doing with cleaner planner
« Reply #65 on: August 01, 2014, 07:14:14 pm »
I would want the debt list to work off line if possible?

alfie11

Re: Hows everyone doing with cleaner planner
« Reply #66 on: August 01, 2014, 07:22:58 pm »
Is it integrated with paypal,could I send send a payment request thorough paypal?

Rob @ Cleaner Planner

  • Posts: 292
Re: Hows everyone doing with cleaner planner
« Reply #67 on: August 01, 2014, 07:35:22 pm »
I would want the debt list to work off line if possible?

I'm working on the mobile debt list now, been pushed back a bit as had to get some other updates out this week (including account backup tool) but I'm aiming for mid next week :)

Clever Forum Name

  • Posts: 5942
Re: Hows everyone doing with cleaner planner
« Reply #68 on: August 01, 2014, 10:07:46 pm »
That's great. Will be in touch soon :)

Rob @ Cleaner Planner

  • Posts: 292
Re: Hows everyone doing with cleaner planner
« Reply #69 on: August 02, 2014, 09:24:28 am »
Cheers Pure H20 - look forward to it :)

Is it integrated with paypal,could I send send a payment request thorough paypal?

Sorry, no PayPal yet, but certainly something we could look at implementing if there was enough interest (which surprisingly, there hasn't been much of so far!)

Most of the interest so far has been around GoCardless for taking direct debit payments, which is directly integrated into Cleaner Planner.

You can kick off a GoCardless payment directly from the debts page and will soon be able to click one button on the worksheet to take all GC payments on the worksheet (after work done) in one swoop.

When the payment hits your bank account GoCardless automatically notifies Cleaner Planner and clears the payment - saves so much time and clicking around.

Potentially we could do a similar thing with PayPal if users needed it...

ben M

  • Posts: 4720
Re: Hows everyone doing with cleaner planner
« Reply #70 on: August 02, 2014, 09:44:57 am »
Hi Ben - I can import rounds, customers, jobs (in round order) and debts. See Neil's comments below :)

If you fancy giving it a try just sign up for the trial https://www.cleanerplanner.com/trial and email me your latest George backup rob@cleanerplanner.com

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.
Hi Rob, can you import expenses too? thanks

Rob @ Cleaner Planner

  • Posts: 292
Re: Hows everyone doing with cleaner planner
« Reply #71 on: August 02, 2014, 10:43:13 am »
Hi Ben - I don't usually import expenses (most people have been happy to start with a clean slate) but if it's key for you then I can import them for you no problem :)

ben M

  • Posts: 4720
Re: Hows everyone doing with cleaner planner
« Reply #72 on: August 02, 2014, 12:20:49 pm »
Hi Ben - I don't usually import expenses (most people have been happy to start with a clean slate) but if it's key for you then I can import them for you no problem :)
Thanks Rob

Jack Harris

  • Posts: 256
Re: Hows everyone doing with cleaner planner
« Reply #73 on: August 02, 2014, 03:23:30 pm »
Couldn't be without the Cleaner Planner software now, it go me a lot more organised :)

ben M

  • Posts: 4720
Re: Hows everyone doing with cleaner planner
« Reply #74 on: August 02, 2014, 03:26:13 pm »
Couldn't be without the Cleaner Planner software now, it go me a lot more organised :)
what did you have before?

Jack Harris

  • Posts: 256
Re: Hows everyone doing with cleaner planner
« Reply #75 on: August 02, 2014, 06:12:46 pm »
I was using excel mate and its so time consuming compared to cleaner planner. Cleaner planner is so much more user friendly and offers much more than excel, Id suggest getting the free trial and get rob to do your imports and have a play with it for a few days, get use to making worksheets etc, and then you'll understand what i mean about making everything more efficient for your business on the admin side of things.

p1w1

  • Posts: 3873
Re: Hows everyone doing with cleaner planner
« Reply #76 on: August 03, 2014, 01:36:35 pm »
ive been using cleaner planner for a little while now and at the beginning i too thought drag and drop was a necessary way of moving things about, but after using it now i much prefer it without the drag and drop feature. The integrated go cardless feature is just brilliant and has given me the incentive to really push this payment method too my customers. ive also used the texting feature many times for chasing up debts and for pushing other services and invoicing customers is a breeze through cleaner planner, topped with the mobile app and 1st class customer support from Rob cleaner planner really is a top notch piece of software.
Anyone who hasn't given the trial a go i would highly recommend you give it a go, its not to you really start using all the features do you then realise how much time it can save you.

Rob @ Cleaner Planner

  • Posts: 292
Re: Hows everyone doing with cleaner planner
« Reply #77 on: August 03, 2014, 07:30:10 pm »

Smudger

  • Posts: 13439
Re: Hows everyone doing with cleaner planner
« Reply #78 on: August 03, 2014, 08:00:00 pm »
ordered one yesterday to try from that link - we are using these ones at the moment http://www.amazon.co.uk/gp/product/B0099NPR4S/ref=wms_ohs_product?ie=UTF8&psc=1 and they are ok and are doing the job - battery life not great but they appear to be doing the job, but I am keen to see if/how the hudl is better
Never argue with an idiot, they will only bring you down to their level, and beat you with experience

Clever Forum Name

  • Posts: 5942
Re: Hows everyone doing with cleaner planner
« Reply #79 on: August 03, 2014, 08:11:29 pm »
I shall be using my ipad air. I have a safe in van and only i drive it so all good :)