Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: Moderator David@stives on December 02, 2009, 10:16:56 pm

Title: How do you use bulk update in George
Post by: Moderator David@stives on December 02, 2009, 10:16:56 pm: How do you use bulk update in George

Does anyone know
Title: Re: How do you use bulk update in George
Post by: stevekennedy on December 04, 2009, 08:49:26 pm: Right click the job from Jobs or diary screen.
Select add to list
Once you have all the jobs on the list you can choose what you want to do with them from the box that appears.

You can move the job from one round to the other, change the date, mark all as done, skip reschedule etc etc

VERY useful and powerful function!
Title: Re: How do you use bulk update in George
Post by: Moderator David@stives on December 04, 2009, 08:54:38 pm: i have noticed you can put them all done, but you have a problem if some have paid and some havent , i suppose you can do the paid and not paids in 2 batches
Title: Re: How do you use bulk update in George
Post by: stevekennedy on December 04, 2009, 08:58:39 pm: We do not collect at the door, so no problem.

Could do in batches though if you collect payments as you go.
Title: Re: How do you use bulk update in George
Post by: Moderator David@stives on December 04, 2009, 09:00:42 pm: we dont collect but some insist on paying us
Title: Re: How do you use bulk update in George
Post by: stevekennedy on December 04, 2009, 09:09:59 pm: Know what you mean. We simply refuse.

We have employees and I will not have dodgy custies accusing them of pocketing the cash.

Now we only accept payment direct to the office. If they don't like it, there are plenty other window cleaning companies out there. Never lost a job from it.

Only one thing though. Makes it awful easy for them to move away without paying. Grrr!

We started getting money up front now for first cleans, and 50% extra. This helps to cover the risks somewhat.
Title: Re: How do you use bulk update in George
Post by: suds window service on December 04, 2009, 09:34:23 pm: thought you,d binned george for wc pro?
was waiting for your verdict on above.
are you sticking with george?
Title: Re: How do you use bulk update in George
Post by: Moderator David@stives on December 04, 2009, 09:42:13 pm: Suds

i have no choice at the moment, far too busy to switch, transferring job history is the hardest part
Title: Re: How do you use bulk update in George
Post by: stevekennedy on December 04, 2009, 10:18:41 pm: We have a lot on jobs which are invoiced at the end of the month. We found it too easy to miss out invoicing etc with WC Pro.

I like George for the fact that you can instantly see which jobs have been invoiced and which have not

Paul has made some really good improvements recently which have tipped the balance.

Liked Brad and Ian when talking on the phone but George is also very very good.
Title: Re: How do you use bulk update in George
Post by: Ta-ra on December 05, 2009, 10:12:14 am: The bulk update and drag 'n' drop are what many of us have been waiting for for a long time.

With bulk update, yes, just do the ones who have paid separately from the non-payers. Easy.