Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: Richard iSparkle on January 06, 2020, 03:43:15 pm

Title: Cleaner plan - multi users solution needed
Post by: Richard iSparkle on January 06, 2020, 03:43:15 pm: we have a problem that after a job has been completed, we have no record of who did the job. once the worksheet is deleted there is no record. its causing a problem when there is a call back we dont know who did the job without checking with everyone

how do any of you solve this?
Title: Re: Cleaner plan - multi users solution needed
Post by: Soupy on January 06, 2020, 03:48:18 pm: Yup.

Pay for additional users.
Title: Re: Cleaner plan - multi users solution needed
Post by: Smudger on January 06, 2020, 03:56:23 pm: Its all on cleaner planner mate ;D

go to accounts - day required - click on income - sort by user or by customer job - transactions click on charge and it will show the operative who cleaned that job

Darran
Title: Re: Cleaner plan - multi users solution needed
Post by: LWC on January 06, 2020, 04:53:24 pm: Search under “jobs” find the job. Click transactions. Click the charge in question. It will say the user.
Title: Re: Cleaner plan - multi users solution needed
Post by: Richard iSparkle on January 06, 2020, 05:06:35 pm: Quote from: Soupy on January 06, 2020, 03:48:18 pm
Yup.

Pay for additional users.

already am! it doesn't say on the job notes though right
Title: Re: Cleaner plan - multi users solution needed
Post by: Richard iSparkle on January 06, 2020, 05:07:57 pm: Quote from: Richard iSparkle on January 06, 2020, 05:06:35 pm
Quote from: Soupy on January 06, 2020, 03:48:18 pm
Yup.

Pay for additional users.

ah.... ive found it!

thanks everyone for your help. if i go into the job and click on the specific transaction it gives the user!

already am! it doesn't say on the job notes though right