Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: bernlyn on March 02, 2008, 07:55:38 pm

Title: how do i set up a book for custys
Post by: bernlyn on March 02, 2008, 07:55:38 pm

i just been out and got my first few customers some were fortnightly and monthly.
 how do i setup a book for custys so that i can keep track of all the info that i need to keep. i know that it is only a few custys at the moment so buying george is out of the questions until i get a few more

if some one can post a picture of a typical page setup or email me please @ bernlyn@hotmail.co.uk

thanks for the help inadvance bern   :)

Title: Re: how do i set up a book for custys
Post by: Sanity on March 02, 2008, 08:04:51 pm

I would advise using the trial version of GEORGE until your round is big enough to justify buying it.  You will save so much time it will definately be worth it.

Title: Re: how do i set up a book for custys
Post by: pingu on March 02, 2008, 08:05:27 pm

I know you asked for 'page setups' but I think that George is free for 3 months as a trial version....why not give it a go....I do not think you'll be dissapointed...

Cheers
Dave

Title: Re: how do i set up a book for custys
Post by: pjulk on March 02, 2008, 08:54:06 pm

Your best bet is get the free trial version of george but if you don't want to do that here is a link for a roundbook put up by David Salkeld.

http://www.cleanitup.co.uk/smf/index.php?topic=28837.0

Title: Re: how do i set up a book for custys
Post by: Andy@w.c.s on March 02, 2008, 11:15:41 pm

 for a simple solution
start your customers on small cards from W H Smiths ,with a customer number and all their  details on the back
Each time you clean them write the date that they were cleaned on the front of the card and weather they paid or not , when the bill you left comes back with their payment mark the card as paid
simple and cheap
I have been running this system for years and no problems
Andy

Title: Re: how do i set up a book for custys
Post by: pjulk on March 02, 2008, 11:36:21 pm

I used the card system for years and it worked well.

Title: Re: how do i set up a book for custys
Post by: Dale Smith on March 03, 2008, 06:30:12 pm

Bernlyn,

I can't stress enough that you should do what Paul & Pingu have suggested & use George.
It's free for a while, and you will love it  ;D ....... as I love it.... ;D

Title: Re: how do i set up a book for custys
Post by: mark dew on March 03, 2008, 06:59:04 pm

if you have microsoft office on your computer you can use calendar to schedule all your appointments.

Title: Re: how do i set up a book for custys
Post by: Highrise on March 03, 2008, 07:13:09 pm

Why don't you use microsoft excel spreed sheet and devise seet 1 as week 1,sheet 2 as week 2, sheet 3 as week 3, and sheet 4 as week 4. Put address in coloum 1 price in 2, cash or chq in 3, to pay in 4, next time clean in 5 (2mthy), Tel no 6 and name in 7th coloum....

works for me  ;D

Title: Re: how do i set up a book for custys
Post by: mci services on March 03, 2008, 09:12:13 pm

window cleaning resouces do an execellent round tracker for a tenner best thing ive bought. you get the email save the attachment and your good to go. just type in the customer details and it does everything you need

Title: Re: how do i set up a book for custys
Post by: Jimmy1 on March 04, 2008, 04:07:38 pm

I bought round tracker, but have to admit have changed to George and much prefer it.