Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: JSMC on February 26, 2014, 06:40:17 am

Title: keeping track of your work
Post by: JSMC on February 26, 2014, 06:40:17 am
who still uses the old method of a book n pen?
Title: Re: keeping track of your work
Post by: dave f on February 26, 2014, 06:58:44 am
me cos im a computer dinasaur ;D never tried owt else
Title: Re: keeping track of your work
Post by: robertphil on February 26, 2014, 07:01:51 am
hats off to you if u use a book  , i tried and failed
Title: Re: keeping track of your work
Post by: JSMC on February 26, 2014, 01:27:16 pm
what else is everyone using these days ?
Title: Re: keeping track of your work
Post by: Simon Mess on February 26, 2014, 03:36:50 pm
I have a folder with all my work in it with me in the van. Each page has a line of 12 rectangular blocks going across the page, and each line is a customer. I write the date the clean was done in the rectangle and once i have been paid for it, i fill in the rectangle with a green highlighter. I also have a diary with me in the van which i fill in at the end of my day, which would be, which houses i have done, whether i got paid cash or cheque, or did i leave an envelope, or do they pay online, that sort of thing.

At the end of the week i do my banking, usually on saturday. This involves writing everything i have taken in, that week, into my 'takings' book. Everything is dated, and is separated into cash, cheques, and online. This book stays at home.
Title: Re: keeping track of your work
Post by: Smudger on February 26, 2014, 04:36:06 pm
Currently beta testing cleaner planner

Before that window cleaner pro.

We could not function (well mrs smudger) if it was all pen and paper, too many rounds, staff and services to do the old fashioned trad way 😜
Darran
Title: Re: keeping track of your work
Post by: Tom White on February 26, 2014, 04:50:22 pm
I'm pretty good with spreadsheets and spreedsheet manipulation.

It takes about five minutes to update at the end of each day and it's dead easy to copy it to a 'working list' to get a list of what work is due cleaning or who owes me what.

It also has just about all the customers names, telephone numbers and a lot of e-mail addresses too.
Title: Re: keeping track of your work
Post by: Mike #1 on February 26, 2014, 05:13:53 pm
www.aworka.com  Could not do without it i would be totally lost with schedules and it ensures i can store more customer details rather than just address .

Which was the old school way. Mike
Title: Re: keeping track of your work
Post by: JackieW on February 26, 2014, 05:28:54 pm
Book and pen.
Title: Re: keeping track of your work
Post by: PoleKing on February 26, 2014, 05:37:24 pm
I'm pretty good with spreadsheets and spreedsheet manipulation.

It takes about five minutes to update at the end of each day and it's dead easy to copy it to a 'working list' to get a list of what work is due cleaning or who owes me what.

It also has just about all the customers names, telephone numbers and a lot of e-mail addresses too.

+1. Print off each sheet and it equals one days work.
Don't update the spreadsheet until each customer on it has been done (if I get behind or something)
Title: Re: keeping track of your work
Post by: Tom White on February 26, 2014, 06:38:08 pm
I'm pretty good with spreadsheets and spreedsheet manipulation.

It takes about five minutes to update at the end of each day and it's dead easy to copy it to a 'working list' to get a list of what work is due cleaning or who owes me what.

It also has just about all the customers names, telephone numbers and a lot of e-mail addresses too.

+1. Print off each sheet and it equals one days work.
Don't update the spreadsheet until each customer on it has been done (if I get behind or something)

I can e-mail it to myself on a regular basis, meaning if my computer dies or house burns down, I've still got all the information too. 
Title: Re: keeping track of your work
Post by: dazmond on February 26, 2014, 06:56:50 pm
george and pocket george.update work while out in the day on PDA.bluetooth hotsync  it onto laptop after work.takes 2 mins.

cuts down on paperwork and general faffing.
Title: Re: keeping track of your work
Post by: PurefectWindowCleaning on February 26, 2014, 06:59:31 pm
We use a week to view diary.


So basiclly a list of customers, start at the top and work your way down, then repeat.

Chuck in a few booked in jobs, when ever work needs to be booked in and just crack on  ;D



Easy
Title: Re: keeping track of your work
Post by: p1w1 on February 26, 2014, 07:38:34 pm
cleaner planner for me too
Title: Re: keeping track of your work
Post by: bobplum on February 26, 2014, 08:11:55 pm
gone back to george
Title: Re: keeping track of your work
Post by: Flash.. on February 26, 2014, 09:06:45 pm
I could not cope without George
Title: Re: keeping track of your work
Post by: Marc Stock on February 26, 2014, 10:53:52 pm
I use Act
Title: Re: keeping track of your work
Post by: Tom White on February 26, 2014, 10:59:00 pm
george and pocket george.update work while out in the day on PDA.bluetooth hotsync  it onto laptop after work.takes 2 mins.

cuts down on paperwork and general faffing.

I know the names of just about all my customers because they're on my spreadsheet, of which I print out a list of jobs which has all the customers details on it.

And I know the names because when I knock for the money I just have a look at the bit of paper **knock knock** "Morning Mrs Jones, that'll be a tenner please!".

If I had to fiddle about with a PDA, I'd probably not bother.

And people do like you using their names.  After a while I remember them and when I see them in Tescos it's "Afternoon Mrs Jones!".  It's a nice little touch and they make an effort to know mine too.
Title: Re: keeping track of your work
Post by: Herve garrot on February 27, 2014, 01:00:08 am
I'm using a file:no mess no fuss and efficient!!!
Title: Re: keeping track of your work
Post by: Mike #1 on February 27, 2014, 05:53:20 am
george and pocket george.update work while out in the day on PDA.bluetooth hotsync  it onto laptop after work.takes 2 mins.

cuts down on paperwork and general faffing.

I know the names of just about all my customers because they're on my spreadsheet, of which I print out a list of jobs which has all the customers details on it.

And I know the names because when I knock for the money I just have a look at the bit of paper **knock knock** "Morning Mrs Jones, that'll be a tenner please!".

If I had to fiddle about with a PDA, I'd probably not bother.

And people do like you using their names.  After a while I remember them and when I see them in Tescos it's "Afternoon Mrs Jones!".  It's a nice little touch and they make an effort to know mine too.

Everyone's surname in Wales is Jones isn't it  ;D ;D ;D ;D . Mike