Clean It Up

UK General Cleaning Forum => General Cleaning Forum => Topic started by: Kenny83 on April 28, 2014, 09:43:24 pm

Title: customer data base / accounting software..
Post by: Kenny83 on April 28, 2014, 09:43:24 pm
Dies anybody use any kind of software for there customers? I'm sick of sorting through old diaries to find out prices I charged repeats... looking for a nice bit of software or app that I can just search through and bring up their profile... also would be handy for doing mailshots etc maybe in the future?
Would be nice if I could tie the invoicing in with it aswell... also could use it for my turn over and incoming / outgoing.....
If anyone knows or could recommend one I would like to know guys
Thanks
Title: Re: customer data base / accounting software..
Post by: Smudger on April 28, 2014, 09:58:11 pm
Search rob Morgan

He's developed a program called cleaner planner, bulk emailing, payment integration, texting, scheduling etc..

All on the window cleaning section

If that's a bit too involved buy WCP (window cleaning pro) a good data base program for organising your biz. 1 off fee, it's just a little limited for anything larger than 1 man band companies.

Both have a 45 day free trial

CP is absolutely brilliant tho !!

Darran
Title: Re: customer data base / accounting software..
Post by: Jettaway on April 29, 2014, 12:02:07 am
I've been looking for something similar Lee.

Might have to try them suggestions Smudger
Title: Re: customer data base / accounting software..
Post by: Matt Gibson on April 29, 2014, 06:14:39 am
Lee, check out VT cashbook for your incoming/outgoing. Its like a spreadsheet for your accounts. Really easy to use. My accountant put me onto it. You just enter in your invoices/receipts and it keeps track of everything. All i do is save the file at the end of the year and send it to him.

Kjow what you mean about old diaries, had to do that a couple of times in the last week!
Title: Re: customer data base / accounting software..
Post by: Neil Jones on April 29, 2014, 09:22:33 am
Cleaners mate and get booked up. Both have free trials and both developed by carpet cleaners but can be utilised for anything as I do.
Title: Re: customer data base / accounting software..
Post by: Kenny83 on April 29, 2014, 10:11:51 am
Do they come in app format for android so I can do it on my phone too?
Thanks
Title: Re: customer data base / accounting software..
Post by: Neil Jones on April 29, 2014, 10:19:44 am
No they don't have an app, at least I don't think.
Title: Re: customer data base / accounting software..
Post by: murray42 on April 29, 2014, 05:34:18 pm
We have a number of people in the UK using our software.  It will track all your customer information as well as all your leads (so you don't need a separate CRM program).  It has job scheduling, multiple calendars, payroll, invoicing, etc built in.  Also has mapping, text messaging and built-in credit card processing.  Interested in interfacing with the Royal mail Post Copde database?  We can offer that too.   See http://www.thoughtfulsystems.com/

It also has a mobile app that works in conjunction with it. it runs on Android or Apple devices. See https://www.scheduling-manager.com/mobile.htm for more details
Title: Re: customer data base / accounting software..
Post by: concept on April 29, 2014, 08:40:37 pm
CleanerPlanner has an app.
Title: Re: customer data base / accounting software..
Post by: JSMC on April 29, 2014, 10:18:38 pm
How much do these programs cost?
Title: Re: customer data base / accounting software..
Post by: Kenny83 on April 29, 2014, 10:44:59 pm
Thanks for the replies guys, much appreciated, I'm loving the cleaners mate program, very impressive, however the downside is theres no app!!!
Do you know if an app is due to come out for it, we are in the 21st century and it would make sense to run an app alongside it as most people just use their phones these days...
 ;D
Title: Re: customer data base / accounting software..
Post by: Neil Jones on April 30, 2014, 08:48:46 pm
Cleaners mate is great. Very simple to use and once set up even easier.
Kev Loomes a carpet cleaner is the designer/owner.
A very helpful guy so send him an email or phone him. He always helps out when needed.

I don't think an app is necessary really, I only ever update when I get back in the office, It would be good to glance at but I wouldn't update whilst out at work, I just use a paper diary and then transfer when home.
Title: Re: customer data base / accounting software..
Post by: JSMC on April 30, 2014, 09:12:44 pm
the costs of any of these programs?
Title: Re: customer data base / accounting software..
Post by: Kenny83 on April 30, 2014, 09:25:23 pm
the costs of any of these programs?
its on the sites mate, prices vary