[dave f]

ive put my round in the way I do it but its thrown it out all over the place .

[Lee Pryor]

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

[paul alan]

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]

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]

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?

[dave f]

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]

You can arrange the jobs in any order you like (alphabetical, due date, round order etc) by clicking the list header.....

[dave f]

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]

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.

[Bay View WCS]

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]

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]

we have given up to long winded for us old wrinkle's .

[dazmond]

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.