Clean It Up

UK Floor Cleaning Forum => Carpet Cleaning Forum => Topic started by: Paul H Coulthard on December 08, 2016, 08:38:17 pm

Title: How do fellow members keep Customers details online or on Computer
Post by: Paul H Coulthard on December 08, 2016, 08:38:17 pm

Hi all I bought  cleanersmate software and we'll over a 1000s details on there then my computer broke last week all though I did back them up all the details are gone from the software now. I have all details in a diary aswell. Does any 1 else  use different systems  setups for keeping clients details ?thanksort in advance

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Mike Gwilliam on December 08, 2016, 09:21:43 pm

I used to use Microsoft excel as a simple customer database that can also be used for printing to envelopes or uploading to Docmail to send postcards.

If anyone is interested, I may be able to upload a blank one to this thread sometime.

Plenty of tutorials about Excel or Microsoft access databases on youtube

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Paul H Coulthard on December 08, 2016, 10:26:09 pm

Quote from: Mike Gwilliam on December 08, 2016, 09:21:43 pm

I used to use Microsoft excel as a simple customer database that can also be used for printing to envelopes or uploading to Docmail to send postcards.

If anyone is interested, I may be able to upload a blank one to this thread sometime.

Plenty of tutorials about Excel or Microsoft access databases on youtube

Hi thank you for you reply . Can u email how u do this paulcoulthard50@gmail.com

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Neil Worsnop on December 08, 2016, 11:04:21 pm

I've written a simple spreadsheet that tracks date & source of enquiry, whether converted or not, value, type of jobs and date completed along with customer details.

Also then produces a monthly graph showing number of enquiries per source, conversion %, total income for each source per month and average job value per source.  As the year progresses it keeps an annual running total of each of those.  Thinking about breaking the numbers down by carpet, upholstery, hard floor etc.

Just copy and paste the graphs into the monthly business review / planning document so it is easily kept track of.

I keep it on google docs where it is hopefully nice and safe.

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Steve Chapman on December 09, 2016, 05:35:18 pm

If you've backed the customer data base up , can you not just restore it ?

Steve

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Paul H Coulthard on December 09, 2016, 06:03:41 pm

I'm not so sure u can Steve I hope there is a way tho.

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Steve Chapman on December 09, 2016, 06:47:22 pm

The backup should be in a file in the cleanersmate folder, if you find the tab for cleanersmate on your start menu, there should be a restore database function, so you can put all the customers details in  back into the software.......

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: mikey on December 09, 2016, 08:27:56 pm

i use     www.cleanerplanner.co.uk

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: mikey on December 09, 2016, 08:29:00 pm

www.cleanerplanner.com

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Mike Halliday on December 10, 2016, 06:55:39 am

Are not old diaries a back up?

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Elfyn on December 10, 2016, 09:29:51 am

What abouit data protection?

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Ian Harper on December 10, 2016, 09:12:17 pm

file a copy of your invoice in month order make sure you have phone numbers on it and just call them next year, its free no stamps.

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Paul H Coulthard on December 11, 2016, 08:46:43 am

Yea I've have backup in diarys  ect regards

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Kev Loomes on December 12, 2016, 11:37:46 pm

Hi Paul

Did you try the way to restore your data that I suggested - even if you haven't backed up, but still have access to your old hard drive?

Kev

Title: Re: How do fellow members keep Customers details online or on Computer
Post by: Derek Corbrick on December 18, 2016, 02:39:20 pm

The guy who did my website has built a database into the backstage area of mine so I can add clients details job descriptions etc