Clean It Up
UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: dazmond on January 02, 2026, 07:22:36 pm
-
Personally I don't wanna move but I think i might have to when MTD comes into force for me in April 2027.
Can I export all my customers to squeegee from CP so I don't have to input 300+ jobs?
Thanks in advance chaps and happy new year to you all!🙂👍
-
I played around with CP for a few weeks before I finally settled on Squeegee. Can’t personally help with moving customers over but I do think Squeegee is brilliant, perfect for my business and I’ll be able to cancel my Quickbooks subscription saving £150+ a year when squeegee incorporate MTD too.
-
Here’s what Chat GPT suggests…
Step 1: Export customers from Cleaner Planner
1. Log in to Cleaner Planner
2. Go to Customers / Client List
3. Look for Export (usually CSV or Excel)
4. Export ALL customer data, including:
• Name
• Address
• Phone
• Email
• Notes
• Price
• Frequency
• Last cleaned date
If Cleaner Planner won’t export everything in one go, export customers and jobs separately.
⸻
Step 2: Clean the spreadsheet (don’t skip this)
Open the file in Excel or Google Sheets and:
• Remove duplicate customers
• Make sure addresses are in one consistent format
• Check prices are numbers only (no £ signs)
• Make sure frequencies match Squeegee’s options (e.g. 4-weekly, 8-weekly)
• Decide now:
• ❌ Delete dead / non-regular customers
• ❌ Delete “quote only” junk
This is your chance to clean house. Be ruthless.
⸻
Step 3: Import into Squeegee
1. Log in to Squeegee
2. Go to Customers → Import
3. Upload the CSV file
4. Map the fields correctly:
• Name → Name
• Address → Address
• Phone → Phone
• Price → Price
• Frequency → Frequency
• Notes → Notes
Take your time here. One wrong mapping = chaos.
⸻
Step 4: Rebuild schedules (important)
Cleaner Planner schedules do not translate perfectly.
After import:
• Check each round/day
• Make sure customers fall on the correct weeks
• Fix any that show as “unscheduled”
This is normal. Don’t panic.
⸻
Step 5: Spot-check 10–15 customers
Before you go live:
• Pick random customers
• Check:
• Price
• Frequency
• Notes
• Address accuracy
If these look right, the rest usually are.
⸻
Step 6: Switch fully (no half-and-half)
Once happy:
• Stop using Cleaner Planner completely
• Run everything from Squeegee
• Don’t “dip back” or you’ll double-book yourself
⸻
Pro tip (saves stress)
If you’ve got hundreds of customers, email Squeegee support and ask if they’ll help with the import. They often do — especially if you’re moving from Cleaner Planner.
-
Thanks Danny. I'm going to hold off for now and see if HMRC actually do go ahead with MTD for businesses under 50k in 2027.
Cleaner planner is very simple and perfect IMO. If it could integrate with MTD then I'd stay but I don't think there is any plans to update it for MTD in the future.
Can you print worksheet slips with squeegee? As this is a must for me.
-
What do you mean print a worksheet? Surely you don’t manually print your days work onto paper these days Daz?
There’s a few different ways to work with Squeegee. Personally I just have all my jobs in 1 big round and work from the ‘overdue’ tab and mark each job off as done and then again when paid.
You could also put each job into different rounds if you work that way.
I don’t print anything off though, that’s just creating extra paperwork that isn’t needed imo.
Download it and have a play. I did with cleaner planner and didn’t get on with CP at all.
-
Thanks Danny. I'm going to hold off for now and see if HMRC actually do go ahead with MTD for businesses under 50k in 2027.
Cleaner planner is very simple and perfect IMO. If it could integrate with MTD then I'd stay but I don't think there is any plans to update it for MTD in the future.
Can you print worksheet slips with squeegee? As this is a must for me.
Your income wasn't over 50K for your 2024/2025 tax year? are you saying your earnings didn't qualify to have to go MTD on 6 April 2026?
-
What do you mean print a worksheet? Surely you don’t manually print your days work onto paper these days Daz?
There’s a few different ways to work with Squeegee. Personally I just have all my jobs in 1 big round and work from the ‘overdue’ tab and mark each job off as done and then again when paid.
You could also put each job into different rounds if you work that way.
I don’t print anything off though, that’s just creating extra paperwork that isn’t needed imo.
Download it and have a play. I did with cleaner planner and didn’t get on with CP at all.
No I don't print worksheets but i print my workday slips out every evening to post through my customers doors after I clean them.
I love cleaner planner. Its just fantastic and very simple to use.
-
Thanks Danny. I'm going to hold off for now and see if HMRC actually do go ahead with MTD for businesses under 50k in 2027.
Cleaner planner is very simple and perfect IMO. If it could integrate with MTD then I'd stay but I don't think there is any plans to update it for MTD in the future.
Can you print worksheet slips with squeegee? As this is a must for me.
Your income wasn't over 50K for your 2024/2025 tax year? are you saying your earnings didn't qualify to have to go MTD on 6 April 2026?
My turnover for 24/25 tax year was just under £42k so no i don't need to do anything i don't already do until 2027.
-
I played around with CP for a few weeks before I finally settled on Squeegee. Can’t personally help with moving customers over but I do think Squeegee is brilliant, perfect for my business and I’ll be able to cancel my Quickbooks subscription saving £150+ a year when squeegee incorporate MTD too.
It'll be interesting to see how you go on with MTD with squeegee from April. Keep us posted Danny.👍
-
What do you mean print a worksheet? Surely you don’t manually print your days work onto paper these days Daz?
There’s a few different ways to work with Squeegee. Personally I just have all my jobs in 1 big round and work from the ‘overdue’ tab and mark each job off as done and then again when paid.
You could also put each job into different rounds if you work that way.
I don’t print anything off though, that’s just creating extra paperwork that isn’t needed imo.
Download it and have a play. I did with cleaner planner and didn’t get on with CP at all.
No I don't print worksheets but i print my workday slips out every evening to post through my customers doors after I clean them.
I love cleaner planner. Its just fantastic and very simple to use.
Really don’t understand needing to manually print off individual customers slips these days, I thought you were all about simplifying things, sound like another faff to me.
I get 5k ‘windows cleaned’ slips printed at a time, they last me a few years and have my add ons on there too.
-
What do you mean print a worksheet? Surely you don’t manually print your days work onto paper these days Daz?
There’s a few different ways to work with Squeegee. Personally I just have all my jobs in 1 big round and work from the ‘overdue’ tab and mark each job off as done and then again when paid.
You could also put each job into different rounds if you work that way.
I don’t print anything off though, that’s just creating extra paperwork that isn’t needed imo.
Download it and have a play. I did with cleaner planner and didn’t get on with CP at all.
No I don't print worksheets but i print my workday slips out every evening to post through my customers doors after I clean them.
I love cleaner planner. Its just fantastic and very simple to use.
Really don’t understand needing to manually print off individual customers slips these days, I thought you were all about simplifying things, sound like another faff to me.
I get 5k ‘windows cleaned’ slips printed at a time, they last me a few years and have my add ons on there too.
I have individual slips with their details on,how much they owe me,last clean date,etc( so I don't have to write the price on them or the date with a pen)
-
What do you mean print a worksheet? Surely you don’t manually print your days work onto paper these days Daz?
There’s a few different ways to work with Squeegee. Personally I just have all my jobs in 1 big round and work from the ‘overdue’ tab and mark each job off as done and then again when paid.
You could also put each job into different rounds if you work that way.
I don’t print anything off though, that’s just creating extra paperwork that isn’t needed imo.
Download it and have a play. I did with cleaner planner and didn’t get on with CP at all.
No I don't print worksheets but i print my workday slips out every evening to post through my customers doors after I clean them.
I love cleaner planner. Its just fantastic and very simple to use.
Really don’t understand needing to manually print off individual customers slips these days, I thought you were all about simplifying things, sound like another faff to me.
I get 5k ‘windows cleaned’ slips printed at a time, they last me a few years and have my add ons on there too.
I have individual slips with their details on,how much they owe me,last clean date,etc( so I don't have to write the price on them or the date with a pen)
Far easier having a big bunch of slips and writing ‘£25’ or ‘£30’ and posting than sending a worksheet from CP, turning on printer, printing off, cutting sheet down and posting but each to their own.
I could do that from squeegee too but no chance I’d add extra time to my day for the same result.
-
Iam on the free trial at present do you have to pay extra for the send section
-
Im Ltd so i dont understand how MTD works exactly as it wont apply to me.
Ive tried squeegee a few times and think its crap, cleaner planner is so clean and simple to use, i didnt like squeege at all it but i guess if you have to switch then you will have to get used to it.
Isnt there a way to continue to use cp and another software or is it all a faff now with mtd?
As for slips, just get a load of leaflets printed daz as above, i got 20k a few years ago for £120 and ive still got a box full in the shed. All i do on the first job of the day is write the price on a handfull, crack off them jobs then write another handfull its maybe a couple extra minutes a day to write a price on but it beats printing you`ll spend more time in faff and ink doing it your way.
-
Im Ltd so i dont understand how MTD works exactly as it wont apply to me.
Ive tried squeegee a few times and think its crap, cleaner planner is so clean and simple to use, i didnt like squeege at all it but i guess if you have to switch then you will have to get used to it.
Isnt there a way to continue to use cp and another software or is it all a faff now with mtd?
As for slips, just get a load of leaflets printed daz as above, i got 20k a few years ago for £120 and ive still got a box full in the shed. All i do on the first job of the day is write the price on a handfull, crack off them jobs then write another handfull its maybe a couple extra minutes a day to write a price on but it beats printing you`ll spend more time in faff and ink doing it your way.
I think it could be more of a faff switching over because cleaner planner works effortlessly for me. I too don't like squeegee but if it integrates with MTD then it should prove more simplistic in the long run.
As for printing slips. Its just the way I like to do it. It saves having to write price and date on each individual slip when im out and about and only takes 5 mins in the evening after work. The slips fit neatly in my wallet for easy posting while cleaning.
-
I guess it depends how you do your bookeeping currently
I never used cleaner planner for my accounting anyway when i was sole trader i just used it to track my round. Because it was cash basis i just my business bank account for the details.
At the end of the tax year i just added up the income from my bank account for my turnover then added up all expenses matched them up with reciepts and thats it. Submitted it.
Cant you do that with MTD just via software ?
-
I guess it depends how you do your bookeeping currently
I never used cleaner planner for my accounting anyway when i was sole trader i just used it to track my round. Because it was cash basis i just my business bank account for the details.
At the end of the tax year i just added up the income from my bank account for my turnover then added up all expenses matched them up with reciepts and thats it. Submitted it.
Cant you do that with MTD just via software ?
Cleaner planner records every expense,payment(and method),outstanding debt, turnover,etc. Basically everything to do with running a small one man window cleaning business . It does a lot more than just track my round. I dont have to add up my income/payments from my bank account at the end of the tax year as its already there to view 365 days a year in cleaner planner. Every expense is added through my cp phone app and synced to the main site throughout the year. I can print off quarterly reports or end of year reports whenever I need to. I currently keep a folder of all paper receipts for that tax year but this will all have to be stored digitally in future.
-
I guess it depends how you do your bookeeping currently
I never used cleaner planner for my accounting anyway when i was sole trader i just used it to track my round. Because it was cash basis i just my business bank account for the details.
At the end of the tax year i just added up the income from my bank account for my turnover then added up all expenses matched them up with reciepts and thats it. Submitted it.
Cant you do that with MTD just via software ?
That’s exactly how I’ve always done things too but with Squeegee.
I’ve always subscribed to quickbooks to link to my bank and reconcile all of my payments in and expenses out and so my tax return from that. Squeegee was just to manage the round itself.
With the extra work involved with MTD I’ll now do everything inside of Squeegee and cancel quickbooks. Having multiple softwares is not ideal.
Out of interest, when was it that you trialled Squeegee? Gotta admit it used to be quite buggy when I started using it but last couple of years has improved considerably, it’s faultless now and support is always on hand if needed.
-
I guess it depends how you do your bookeeping currently
I never used cleaner planner for my accounting anyway when i was sole trader i just used it to track my round. Because it was cash basis i just my business bank account for the details.
At the end of the tax year i just added up the income from my bank account for my turnover then added up all expenses matched them up with reciepts and thats it. Submitted it.
Cant you do that with MTD just via software ?
Cleaner planner records every expense,payment(and method),outstanding debt, turnover,etc. Basically everything to do with running a small one man window cleaning business . It does a lot more than just track my round. I dont have to add up my income/payments from my bank account at the end of the tax year as its already there to view 365 days a year in cleaner planner. Every expense is added through my cp phone app and synced to the main site throughout the year. I can print off quarterly reports or end of year reports whenever I need to. I currently keep a folder of all paper receipts for that tax year but this will all have to be stored digitally in future.
Squeegee does all of that and plenty more stuff that most one man bands would never need aswell.
-
I never used cp to record expenses as that was too much hassle. I would have to remeber every time I ordered something or went in a shop to update it on cp or it wouldn't match my bank. Rather than having to be totally accurate with expenses and payments in cp I just use it as a tool to organise my round and see debts.
Always found it easier to just download a bank csv file year end open in spreadsheet. See my turnover easily by summing the incoming column.
Then with the outgoings just match them to receipts I either had online or in paper form.
Took about 2 hours once a year rather than having to record data ongoing through the year. 1 mistake in cp and it wont match my account. What actually goes in and out of the bank is what matters not what ive recored in cp so thats where i prefer to get the data from. That's still the way I do it now then send it to my accountant because im Ltd.
-
I never used cp to record expenses as that was too much hassle. I would have to remeber every time I ordered something or went in a shop to update it on cp or it wouldn't match my bank. Rather than having to be totally accurate with expenses and payments in cp I just use it as a tool to organise my round and see debts.
Always found it easier to just download a bank csv file year end open in spreadsheet. See my turnover easily by summing the incoming column.
Then with the outgoings just match them to receipts I either had online or in paper form.
Took about 2 hours once a year rather than having to record data ongoing through the year. 1 mistake in cp and it wont match my account. What actually goes in and out of the bank is what matters not what ive recored in cp so thats where i prefer to get the data from. That's still the way I do it now then send it to my accountant because im Ltd.
But that can't possibly work if you pay for some expenses in cash. I regularly pay for diesel in cash for example when i fill up,sometimes I've done that for servicing my van and MOT too.
It's so simple to log an expense in the CP app on my phone,I do it straight away as soon as I spend any money on my business whether it's card or cash.
-
I never used cp to record expenses as that was too much hassle. I would have to remeber every time I ordered something or went in a shop to update it on cp or it wouldn't match my bank. Rather than having to be totally accurate with expenses and payments in cp I just use it as a tool to organise my round and see debts.
Always found it easier to just download a bank csv file year end open in spreadsheet. See my turnover easily by summing the incoming column.
Then with the outgoings just match them to receipts I either had online or in paper form.
Took about 2 hours once a year rather than having to record data ongoing through the year. 1 mistake in cp and it wont match my account. What actually goes in and out of the bank is what matters not what ive recored in cp so thats where i prefer to get the data from. That's still the way I do it now then send it to my accountant because im Ltd.
But that can't possibly work if you pay for some expenses in cash.
It works perfectly well if you don’t pay for anything business related in cash, which I don’t.
-
Exactly why would you pay for business expenses in cash. You are just making extra work. If you pay all for everything with card then you can reconcile it easy.
I use the mileage rate for van anyway so doesnt matter how I pay for fuel I dont need a receipt.