Clean It Up
UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: dave f on October 01, 2017, 05:39:16 pm
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so i have spent all week end trying to figure out cleaner planner with the wife we have nearly killed each other as we are not computer savvy any body got any tips been the site but its confusing any help would be great.
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Hi dave I'm just half way through free trial, I'm not a computer person but found it ok.
I did have a small problem with and emailed rob last night and got an answer this morning, what are you stuck with?
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make a list what your stuck with.
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Its taken all day to load up 200 jobs, I find it over complicated for a small round which I have, I'm unsure with all the different columns ex: accounts, debts e c t ..... how do you keep it simple as I am on the free trial also ??? mind blowing
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George is idiot proof. Tried the others and as said way to complicated.
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George
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Me too I currently have mine on the computer on Excel broadsheets but have just signed up for free trial...it does look to be over complicating a simple process.
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dear oh dear what a fuss haha
You guys need to chill out and just take your time. Its a brilliant system. Why spend all that time putting your data in, Just give it to Rob and he will do it. Once you see data you are used to dealing with on it it will be easier. I taught myself the system in about 2 days for most of it. Other stuff in the following few weeks.
Cleaner planner has transformed my business hands down. The real benefits dont show through at first when your frustrated over learning it but they will in time.
Hey Dave, I invite you both down to my office for a day to learn it.
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George is idiot proof. Tried the others and as said way to complicated.
I'm using, or rather not using, Cleaner Planner. I've all but given up on it as to me it's one big muddle. At the moment I working out of a diary and memory which cannot go on indefinitely. I know I'm going to again have to spend god knows how many hours working out how it works.
I changed over form George for two reasons. Firstly I had a problem with it corrupting data which got sorted out eventually but only after I'd spent hours trying to solve it and even then I had to re enter weeks of work to get it up to date. Secondly, I bought a tablet so as I could enter stuff on George as I was working but even with a 10" tablet, the writing on George was still way to small.
Cleaner Planner obviously a very professional program that does way more than I need but intuitive to use, nope. The videos are good but I prefer written instructions. To be fair, Rob has always been helpfull and replies to emails quickly and I cannot fault the customer service. It's just that to me the program is so complicated to use.
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It's probably ok on laptop but on phone it's too fiddly trying to swipe jobs about etc.
I find George perfect as I can come home input everything then print off a week of worksheets in advance and put it in the van. Gives me something to jot notes on on Cust details etc.
And obviously it is much cheaper.
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I would consider myself useless on computers or anything to do with them.
I have found cleaner planner easy so far, I'm just inputting one round at a time, tonight I will input tomorrows work, last night I put in todays.
I have sync'd my email and sent invoice, can mark off debts etc etc!
Have my worksheets on the iPhone and I think its easy enough. especially as the team will help you with any issues.
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dave
Just use Excel or similar spread sheet. Use the shortcut keys. Ctrl + Shift and the Shift + arrow keys. Ctrl + C , Ctrl + V
You can whizz around a sheet in moments.
Shift and Arrow keys, highlight last months entries, Ctrl +C to paste Done!
Highlight every months entries - Autosum the totals, do the end of year income in minutes.
Highlight print area - Ctrl + P to print and you have your worksheet printed out.
George is just a fancy Macro driven front end to Excel, you don't need it.
Don't waste time and money.
I'm not too far away from you if you need a hand and Excel let me know I'll let you have templates to get you going.
Keep it simple.
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cheers granny I think the wife may have sorted it I don't do computers a part from being on here that's a bout my limit sad I know .
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if you could email some that would be great ill let my other half take a look, my email add is in my profile thanks,
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Same here just had a look round George and Cleaner Planner....think Ill stick with my Excel spreadsheets KISS.
Granny any chance I could look at your templates see if I can improve on mine?
johndane1957@gmail.com
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George is just a fancy Macro driven front end to Excel, you don't need it.
Hi
George has nothing to do with Excel. It does a whole lot of stuff you can't easily do with a spreadsheet.
It's possible to build your database in a spreadsheet but it's not a very good idea...
Paul
GeorgeSystems
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George is just a fancy Macro driven front end to Excel, you don't need it.
;D ;D ;D ;D ;D ;D
You could say that about any database. You'd be wrong, but you could still say it.
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Hi Lee, any chance of me coming over for the day to learn how cleaner planner works?
Cheers
Jon
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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?
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i just dont get how some of you find cleaner planner confusing?i think its simpler than george and once you get used to it effortless to use.its brilliant.saves quite a bit of paperwork and ink and general faffing about IMO.
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ive put my round in the way I do it but its thrown it out all over the place .
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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
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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?
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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
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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?
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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
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You can arrange the jobs in any order you like (alphabetical, due date, round order etc) by clicking the list header.....
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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.
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(http://www.cleanitup.co.uk/smf/1507538127_List.JPG)
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.
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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?
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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.
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we have given up to long winded for us old wrinkle's .
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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.