Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: Dean champion on June 11, 2020, 11:47:31 am

Title: Excel to CleanerPlanner
Post by: Dean champion on June 11, 2020, 11:47:31 am

Just sign up with CleanerPlanner free trial  and couldn’t be more impressed after putting in ten  or so jobs in last night and having a mess about it’s links to text local and Gocardless. So going to convert over as I use a simple excel sheet with my whole round with just address,postcode, phone numbers,price ,F/FB and email(for Gocardless customers only. I now have the process of putting my whole round over one by one manually. Has any done this or is there any easier method like linking the excel to cleaner planner some how ? Any help or tips would be great

Thanks Dean

Title: Re: Excel to CleanerPlanner
Post by: Shrek on June 11, 2020, 12:14:48 pm

(http://www.cleanitup.co.uk/smf/1591874064_803BDD9E-DBCC-402F-BDB0-AA1173D9B0BE.png)

Title: Re: Excel to CleanerPlanner
Post by: Dean champion on June 11, 2020, 01:27:56 pm

Thank you for the info shrek

Did you use this process yourself ? If so was it a smooth process ?

Dean

Title: Re: Excel to CleanerPlanner
Post by: Shrek on June 11, 2020, 02:05:30 pm

I’m actually sticking with excel for now , I can’t see any benefits for me personally of using software. Il use anything in my job that makes my life easier regardless of cost , from light poles to electric reel. But I’m pretty good with excel and I can just see me having to input my jobs into a fancy software program instead of excel, so no benefit unless I’m wrong ?

Title: Re: Excel to CleanerPlanner
Post by: Dean champion on June 11, 2020, 07:14:43 pm

I’m looking to employ over the next year and thought  it will help with  admin/organisation and after a night with inputting jobs and seeing what it can do It looks like it will with  both ,  but is going to take me hours if iv got to put them all in manually. Ive emailed them to see how they can export the info from excel to CleanerPlanner in one hit but no response from them yet

Thanks Dean

Title: Re: Excel to CleanerPlanner
Post by: dazmond on June 11, 2020, 08:05:40 pm

Quote from: Dean champion on June 11, 2020, 07:14:43 pm

I’m looking to employ over the next year and thought  it will help with  admin/organisation and after a night with inputting jobs and seeing what it can do It looks like it will with  both ,  but is going to take me hours if iv got to put them all in manually. Ive emailed them to see how they can export the info from excel to CleanerPlanner in one hit but no response from them yet

Thanks Dean

rob imported all my data from my  george program...it took literally a few mins.....im quite sure theyll get back to you and get you up and running in no time....

Title: Re: Excel to CleanerPlanner
Post by: Dean champion on June 11, 2020, 08:36:56 pm

You weren’t wrong dazmond they have just sent me a excel template that i can copy and paste most of the info into and send back to them so this should only take a couple of hours this now

Many thanks guys

Title: Re: Excel to CleanerPlanner
Post by: dazmond on June 11, 2020, 09:49:40 pm

Quote from: Dean champion on June 11, 2020, 08:36:56 pm

You weren’t wrong dazmond they have just sent me a excel template that i can copy and paste most of the info into and send back to them so this should only take a couple of hours this now

Many thanks guys

good stuff....ive been using CP for a few years now....it keeps my work organised in the most slick,effortless way..........a great addition to my business....