Clean It Up

UK Floor Cleaning Forum => Carpet Cleaning Forum => Topic started by: Simon Gerrard on March 25, 2013, 07:14:40 pm

Title: Cleanersmate Question
Post by: Simon Gerrard on March 25, 2013, 07:14:40 pm

I know I'm being thick but how do you print a job sheet on CM? You can print the calendar but that doesn't give you the job details, just the invoice value?

Simon

Title: Re: Cleanersmate Question
Post by: Billy Russell on March 25, 2013, 07:18:39 pm

THICKO!!!!!!!!

 ;D

Title: Re: Cleanersmate Question
Post by: Simon Gerrard on March 25, 2013, 07:21:44 pm

Thanks,billy, very helpful .... As usual ;D

Title: Re: Cleanersmate Question
Post by: Billy Russell on March 25, 2013, 07:27:00 pm

Have you been on the cleanersmate forum wiggy?

 ;D

Title: Re: Cleanersmate Question
Post by: Simon Gerrard on March 25, 2013, 07:35:16 pm

Didn't know there was one, smaller blower ;D

Title: Re: Cleanersmate Question
Post by: Kev Loomes on March 25, 2013, 07:46:56 pm

Hi Simon

There is a members forum to join if you want (it's at the bottom of the email you were sent). With a worksheet please see the tutorial here: http://www.carpetcleaningsoftware.co.uk/playappointments.htm Basically for the worksheet to show all job details i.e. name, address, phone, job details and price, then you need to create a quote or invoice first, and it will insert it all automatically for you.

There are lots of other tutorials available here: http://cleanersmate.co.uk/carpet_cleaning_software_tutorials.htm

Hope this helps!

Title: Re: Cleanersmate Question
Post by: Simon Gerrard on March 25, 2013, 08:06:27 pm

Thanks, Kevin,

Excellent software, really good marketing tool

Title: Re: Cleanersmate Question
Post by: james roffey on March 25, 2013, 10:05:22 pm

I want to know how to print your customers list, been trying for ages !!

Title: Re: Cleanersmate Question
Post by: AshWhite on March 25, 2013, 10:21:39 pm

There's a forum for that!

Create a report, and select the time period you want to select your customers from, then click 'merge', then on the pop up screen select 'export to csv'. Opent the .csv file up in Excel (or other spreadsheet program), press print, and Roberts your brothers mother.

Title: Re: Cleanersmate Question
Post by: Kev Loomes on March 25, 2013, 10:22:44 pm

Jim

Go to Marketing, then select the client type, then select a date range (from when you started - to today's date?) then click Merge. Then click Export to CSV, save it and print it out once it opens (you can remove columns you dont want to print).

There is the CM forum to ask questions if you prefer.

Cheers

Kev

Edit: Ash you type quicker than me!

Title: Re: Cleanersmate Question
Post by: james roffey on March 25, 2013, 10:43:16 pm

Cheers guys  :)