Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: concept on October 04, 2009, 12:24:54 pm

Title: wcp help again!
Post by: concept on October 04, 2009, 12:24:54 pm

want to add another job to a customer, how do i do it? looked and played, but cant see how?!

 ??? ??? ???

Title: Re: wcp help again!
Post by: GWCS on October 04, 2009, 01:36:39 pm

add clean on the customer maintenance page.

Title: Re: wcp help again!
Post by: concept on October 04, 2009, 01:50:11 pm

doesnt show up in my schedule then tho?! ???

Title: Re: wcp help again!
Post by: concept on October 04, 2009, 05:21:49 pm

anyone?

want to add a conservatory clean in...

Title: Re: wcp help again!
Post by: Steve CM on October 04, 2009, 05:32:39 pm

i could talk you through it when i'm at work tomorrow if you bell me. but i'm sure ian will of showed you by then

Title: Re: wcp help again!
Post by: BradMonks on October 04, 2009, 05:43:21 pm

Quote from: concept on October 04, 2009, 12:24:54 pm

want to add another job to a customer, how do i do it? looked and played, but cant see how?!

 ??? ??? ???

Hi Concept

If you go into ROUNDS, ADD A JOB, FIND CUSTOMER then serch for the relevant customer, then add the the job and SAVE DETAILS, input the next clean date and SAVE DETAILS again.

That will now show up on your schedule. Hope that helps

Best regards
Brad

Title: Re: wcp help again!
Post by: Steve CM on October 04, 2009, 05:55:26 pm

there you go ;)

Title: Re: wcp help again!
Post by: concept on October 04, 2009, 06:01:12 pm

Quote from: Steve CM on October 04, 2009, 05:32:39 pm

i could talk you through it when i'm at work tomorrow if you bell me. but i'm sure ian will of showed you by then

cheers steve, you trying to build up beer tokens here or what lol!

 8)

Title: Re: wcp help again!
Post by: R W C on October 04, 2009, 06:02:50 pm

I only ever do this if ive got a customer that has more then one property or a business with more outlets, when i do any other jobs for a custyi just go to MAINTAIN add clean and where it says charged change the price to what you charged, mark what you collected, and put in the reason box connie roof, but i only do this if ivecleaned the roof on the same day as I would the windows.

Title: Re: wcp help again!
Post by: concept on October 04, 2009, 06:12:00 pm

Quote from: BradMonks on October 04, 2009, 05:43:21 pm

Quote from: concept on October 04, 2009, 12:24:54 pm

want to add another job to a customer, how do i do it? looked and played, but cant see how?!

 ??? ??? ???

Hi Concept

If you go into ROUNDS, ADD A JOB, FIND CUSTOMER then serch for the relevant customer, then add the the job and SAVE DETAILS, input the next clean date and SAVE DETAILS again.

That will now show up on your schedule. Hope that helps

Best regards
Brad

thanks! 8)

Title: Re: wcp help again!
Post by: Steve CM on October 04, 2009, 06:13:26 pm

just helping a fellow window cleaner in need! ;)

Title: Re: wcp help again!
Post by: Sean Dyer on October 04, 2009, 06:23:12 pm

I asked same question yesterday lol