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.

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!🙂👍

Is the van quick? Should be pretty rapid 0-30mph.

I’ve only test driven the limited spec.

Also how much do you pay? This will help me with bartering with the dealer.

It’s very quick off the mark. Don’t really like putting how much I paid on the forum but I’ll make an allowance since you asked, I paid £25 300 + VAT, I sold my old van for £18k so that was quite a chunk to put towards the purchase.

Quote from: zesty on December 31, 2025, 09:25:43 am

Quote from: KS Cleaning on December 30, 2025, 11:33:48 pm

Quote from: zesty on December 30, 2025, 09:59:11 pm

Quote from: KS Cleaning on December 30, 2025, 08:32:58 pm

Picked up my E Custom Sport from Birmingham Ford yesterday morning. Spent the day/night in Birmingham and Coventry so didn’t drive it much yesterday. Drove it home 340 miles today and first impressions are this van is brilliant to drive, a better ride than my Custom Sport diesel, probably because of the smaller wheels and the bigger sidewalls on tyres? Will be kitting it out between now and the 4th of January, then we’ll see how it fare’s as a works van.

Mega comfy to drive isn’t it, I think the biggest difference is the rear springs, it’s made the van much more comfortable.

Keep us posted 👍🏼

Aye it could be that, it creates quite a gap between tyre and wheel arch but if the trade off is a better ride I’m all for it. The drivers seat is a big improvement too, so comfortable, even on a long drive.
Will give an update once it’s kitted out and on the job👍🏻

Look forward to the update. I got a pcp quote on one the other day, too expensive. Think I will get a personal loan and wack a decent size deposit down. What colour you gone for?

I’m looking at ex demos and used ones with less than 4000 miles on the clock.

I got a silver one,1 year old with 1000 miles. It was pre registered and used by the garage. I had actually put a deposit down on a grey matter one then a silver one became available about a week later from the same garage, so I asked if they would swap my deposit over to the silver one, which they did. Silver was always my preferred choice but they are harder to come by.  I negotiated a good discount from the advertised price and got ply lining and floor mats included.

Nice.

I’m going either grey matter or the new blue colour.

Quote from: zesty on December 30, 2025, 09:59:11 pm

Quote from: KS Cleaning on December 30, 2025, 08:32:58 pm

Picked up my E Custom Sport from Birmingham Ford yesterday morning. Spent the day/night in Birmingham and Coventry so didn’t drive it much yesterday. Drove it home 340 miles today and first impressions are this van is brilliant to drive, a better ride than my Custom Sport diesel, probably because of the smaller wheels and the bigger sidewalls on tyres? Will be kitting it out between now and the 4th of January, then we’ll see how it fare’s as a works van.

Mega comfy to drive isn’t it, I think the biggest difference is the rear springs, it’s made the van much more comfortable.

Keep us posted 👍🏼

Aye it could be that, it creates quite a gap between tyre and wheel arch but if the trade off is a better ride I’m all for it. The drivers seat is a big improvement too, so comfortable, even on a long drive.
Will give an update once it’s kitted out and on the job👍🏻

Look forward to the update. I got a pcp quote on one the other day, too expensive. Think I will get a personal loan and wack a decent size deposit down. What colour you gone for?

I’m looking at ex demos and used ones with less than 4000 miles on the clock.