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northstar161

Re: keeping track of your round??
« Reply #20 on: May 14, 2013, 10:42:57 am »
I do it manually using a spreadsheet.

I'm happy to send across to you what I use. Pls email me through my website if that would help.

O

Dominic Carnell

  • Posts: 69
Re: keeping track of your round??
« Reply #21 on: May 14, 2013, 11:12:23 am »
If you'd like to use a spreadsheet but don't fancy paying out for Excel then this is worth a look: http://www.openoffice.org/ (totally free!).

Pureclean Essex Services

  • Posts: 186
Re: keeping track of your round??
« Reply #22 on: May 14, 2013, 11:15:53 am »
I use a spread sheet, changed it about a bit to suit my work, each daily work sheet is set up to last me six months on a 4 weekly call cycle, it has boxes against each job, tick it when cleaned, tick it when paid, simple and sorted, I have a few customers who need to be text, their number is added to the sheet, text them the night before, included in the text is a note to say if raining will call next clear day, never get any problems.

Brian.

Tom White

Re: keeping track of your round??
« Reply #23 on: May 14, 2013, 01:15:45 pm »
I use a spreadsheet; it contains all my customer contact information too; names, telephone numbers, e-mail addresses; any extras I've done in the past (so when they crop up again I know what I've charged them prior).

It's in alphabetical order, but I give each account an area code so I can easily copy the spreadsheet to a 'working list' and manipulate it.  It takes a few minutes to update what I've cleaned and who owes me what.  With a few clicks using the sort function I can easily get lists of outstanding payments or who is due for cleaning next.


bobplum

  • Posts: 5602
Re: keeping track of your round??
« Reply #24 on: May 14, 2013, 07:01:00 pm »
If you'd like to use a spreadsheet but don't fancy paying out for Excel then this is worth a look: http://www.openoffice.org/ (totally free!).


can you use this on a ipad?