Clean It Up
UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: pwcleaning on February 06, 2007, 08:46:39 pm
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Im having trouble keeping record of where im going and when. I want to work on a 5 week basis.
Ive broken the different areas into different rounds but i dont think this system will work.
How do you keep records, and job lists for the next day?
Do you set out certain days or keep it to certain jobs in a week. Some of my customers are not in and dont care when i turn up but some are tying me down to certain days.
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http://www.georgesystems.co.uk/index.html
it'll do it all for you nicely
Chris
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I have 4x individual areas's (rounds) and each is run via 4 & 8 weekly visits (the odd 12 weekly = very big houses).
Each customer is given a card on the day of cleaning and this tells them all the normal info but in addition tells them the day/date of their next clean.
There are w/c's here on this forum that do not like this method as it does take away from the w/c a certain amount of flexibility for holidays/sickness/weather. I however do like to have a plan and in the event that I cannot work/do certain jobs they can always be rescheduled..
I use george and it does everything for me...I also have pocket george so I have very little updating to do at the end of the day....
Cheers, hopes this helps.
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Get a day to a page diary, once work is completed count forward say 4 weeks write them in.
If for any reason when you do not work sick/weather day off etc etc all i do is transfer the day(s) list onto a pad then rub out old work in diary then write new work in on the new day, job done easy
Andy
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i use microsoft outlook and enter the jobs and frequencies in the calendar.
It's a bit long-winded to copy and paste each customer when printing out job sheets for the week though.
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Hi
All my customers have their own card
we put the date started
date last cleaned
if we owe them money
if they owe us money
on each card is a number it relates to the customer on my customer list
i am slowly building a profile on each customer as to know which customer does what ( for a living )
every time a customer sends a cheque with thier bill i can , if needs be cross referance it against thier number
to date only had one mess up
simple system and been runing it for years
no need for booking in and by looking in the card box you can se if you are behind or on date .
Andy ;)
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Just get george, so quick and simple :)
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George !!! ;)
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George again with Pocket George, best thing ever. Full stop.
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some are tying me down to certain days
I think you will find that a bit of a problem when you have a full round.
I will not let any customers get me to clean on certain days as i have been there and it did not work out.
I tell them them how often i will be round not the other way round.
Get george you can't go wrong.
Paul
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Im having trouble keeping record of where im going and when. I want to work on a 5 week basis.
Ive broken the different areas into different rounds but i dont think this system will work.
How do you keep records, and job lists for the next day?
Do you set out certain days or keep it to certain jobs in a week. Some of my customers are not in and dont care when i turn up but some are tying me down to certain days.
I use MSWorkswhich usually comes free with most new computers.
I use the database for this. It's a bit of a pain setting it up but well worthwhile IMO.
The fields in the database that are the key to this fior me I have called:-
lastvisit, interval, nextvisit, countdown respectively.
lastvisit and nextvisit are formatted to show the dates. interval is the gap between visits (in days). countdown contains the formula =NOW()-nextvisit . countdown is formatted to return a whole number (i.e. no decimal places). It takes todays date and subtracts the due date of the next visit. This usually returns a minus number. The two digits are the number of days until the next visit. If the answer returned is 0, the job is due today. If it returns a positive number, the job is overdue by that number of days.
You can get the database to make a list of jobs that are coming up.
For instance, if you wanted to know which jobs were due in the next two days you could set up the filters to show all jobs where countdown>-2 . This would show a list of all jobs that are due two days from now up to any overdue jobs.
I know it sounds complicated but the tools (if you have MSWorks) are right there on your PC if you wish to take the trouble to learn a bit about them.
If you wanted to show all jobs due tomorrow, the filter could be set up to show countdown=-1 .
Personally, as I use a 6 weekly cycle, I've no problem pulling jobs forward a couple of days if I'm in front. Maybe even three days so long as I don't do it too much.
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I only have 1 customer i call on a certain day just because the back gate it unlocked as the gardener calls that day, but the rest know that the days my be different each visit.
George will let you shedule jobs on certain days.
Craig
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Same again use George you have a 3 month trial and you will find in that 3 months you will want to keep it i thinks its about £50 which isn't bad for a decent piece of software.My accountant says its one of the best pieces of software hes seen and it makes his job easier and my bill smaller
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I got an example of a spreadsheet off someone on here and adapted to my work, it does the job great I just print out a sheet with the day's work and clean 'em! :D
Shaun R. :)
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Thanks, ive downloaded George. Ive entered all of my work today but when i print the sheet out its only telling me the daily income not the price per job. I will have a play with it later as i must be doing somthing wrong.
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Make sure you tick the box when printing your worklist.
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done somthing a bit silly, i entered all the details on the pc. Brought a laptop last night now need it on there. Any ideas how i can transfer the data from the pc to the laptop?
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Hi
Instructions are at the bottom of this page:
http://www.georgesystems.co.uk/FAQ/faq.html
Paul