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Amazin

  • Posts: 221
using spreadsheets to manage your business
« on: October 21, 2015, 11:27:13 pm »
I downloaded George and it seems pretty good. I wonder if anyone on here is using the good old spreadsheet to manage their WC business. I'm sure its possible but not good with spreadsheet myself

CleanClear

  • Posts: 15393
Re: using spreadsheets to manage your business
« Reply #1 on: October 21, 2015, 11:31:33 pm »
I downloaded George and it seems pretty good. I wonder if anyone on here is using the good old spreadsheet to manage their WC business. I'm sure its possible but not good with spreadsheet myself

I use spreadsheet. Each "sheet " represents a week. as i go through the sheets, they're dated at the beginning of the line anyway with the date of last clean, details, and price at the end. Green means they've paid, red they havn't. Just go through the sheets until i hit the new month and create a new sheet from a copy of it and start again. That way i always retain a last months spread sheet too.
*Status*--------Currently Online---------

SeanK

Re: using spreadsheets to manage your business
« Reply #2 on: October 21, 2015, 11:41:38 pm »
I would say the majority still use spread sheets or similar to keep track of their rounds especially if they work
on their own.
I use a similar system to CleanClear and never have any problems.


Mike #1

  • Posts: 4668
Re: using spreadsheets to manage your business
« Reply #3 on: October 22, 2015, 06:46:01 am »
Couldn't be  doing with the headache of sorting spreadsheets , When round tracking software is automated to a point and so so simple to get to grips with . 

Cookie

  • Posts: 928
Re: using spreadsheets to manage your business
« Reply #4 on: October 22, 2015, 08:06:07 am »
I use a product called Roundtracker which is Excel spreadsheet based. It does all my accounts and scheduling. You can also do invoicing and job lists (which I haven't used up to now) and it has useful stats also.

The only minor annoyance is that it has started coming up with a certificate error when I start it up. Aside from this it does the job!

Since I'm part-time, (I have another PAYE job), I can't yet justify the cost of something like CleanerPlanner.

Scrimble

  • Posts: 2052
Re: using spreadsheets to manage your business
« Reply #5 on: October 22, 2015, 08:18:50 am »
I used to use an excel spreadsheet, it worked fine but once I had more than a couple of hundred customers i had to upgrade, I went for wcp and glad I did

best

  • Posts: 104
Re: using spreadsheets to manage your business
« Reply #6 on: October 22, 2015, 08:34:57 am »
I downloaded George and it seems pretty good. I wonder if anyone on here is using the good old spreadsheet to manage their WC business. I'm sure its possible but not good with spreadsheet myself

I use spreadsheet. Each "sheet " represents a week. as i go through the sheets, they're dated at the beginning of the line anyway with the date of last clean, details, and price at the end. Green means they've paid, red they havn't. Just go through the sheets until i hit the new month and create a new sheet from a copy of it and start again. That way i always retain a last months spread sheet too.

Any chance of a screen shot or a copy of your sheets

SeanK

Re: using spreadsheets to manage your business
« Reply #7 on: October 22, 2015, 08:56:57 am »
Best unless your employing and doing many properties a day all you need is a five day dairy.
Mine today,

Barney rubble St.
1  £100 C 22/10/15 P
2 £100
3 £100
4 £100
8 £100
9 £100
15 £140
Homer Simpson St.
3 £210
4 £211
5 £120
6 £120
8 £200
12 £250
and so on, I put a C plus the date beside the number when its cleaned and  I put a P beside the number when its paid
quick hardly worthy of a headache.
If I have a problem with payment or whatever I just make a note of it on the page when the property is next due for a clean.

All the above are 10min jobs hope you like my pricing. ;D

Walter Mitty

  • Posts: 1314
Re: using spreadsheets to manage your business
« Reply #8 on: October 22, 2015, 09:00:31 am »
Spreadsheets are fine.  I also use a database along with a mailmerge facility to combine invoices for commercial work.  The database is also set to prnt out my work sheets if I need them.  It works just fine.  If I had a larger business, I would do it differently though.  It was difficult to set up and I did it long before I was aware of other software - or even CIU for that matter.  Although it can seem clunky to an outsider, it evolved over time.  It didn't just set it up that way and then leave it.  Also, it gives me a degree of flexibility as I can change things myself rather than waiting for the software writer.

I suppose it depends what you're used to really.  I've been using a spreadsheet for this way back into the early 90s.  Back then I had an Amstrad PCW with a memory expansion pack in the back and no hard drive.  Although the machine was basically a word processing machine with a couple of extras, there was a spreadsheet called "Rocket" (what a laugh!) that you could buy for it.  The program was on an old 3.5" floppy.  I held the data on another floppy.  I could only fit 6 months worth of work on a disc so needed two discs for the whole year.  The expenditure list required an additional disc.  It could be slow because, even with an extra memory pack, there was insufficient room to store it all in memory, so it had to regularly access the disc.  A file could easily take a minute or so to load..  That's why it's no hardship for me to dispense with the pre-written software available these days