[Paul H Coulthard]

Hi all I bought  cleanersmate software and we'll over a 1000s details on there then my computer broke last week all though I did back them up all the details are gone from the software now. I have all details in a diary aswell. Does any 1 else  use different systems  setups for keeping clients details ?thanksort in advance

[Mike Gwilliam]

I used to use Microsoft excel as a simple customer database that can also be used for printing to envelopes or uploading to Docmail to send postcards.

If anyone is interested, I may be able to upload a blank one to this thread sometime.

Plenty of tutorials about Excel or Microsoft access databases on youtube

[Paul H Coulthard]

I used to use Microsoft excel as a simple customer database that can also be used for printing to envelopes or uploading to Docmail to send postcards.

If anyone is interested, I may be able to upload a blank one to this thread sometime.

Plenty of tutorials about Excel or Microsoft access databases on youtube

Hi thank you for you reply . Can u email how u do this paulcoulthard50@gmail.com

[Neil Worsnop]

I've written a simple spreadsheet that tracks date & source of enquiry, whether converted or not, value, type of jobs and date completed along with customer details.

Also then produces a monthly graph showing number of enquiries per source, conversion %, total income for each source per month and average job value per source.  As the year progresses it keeps an annual running total of each of those.  Thinking about breaking the numbers down by carpet, upholstery, hard floor etc.

Just copy and paste the graphs into the monthly business review / planning document so it is easily kept track of.

I keep it on google docs where it is hopefully nice and safe.

[Steve Chapman]

If you've backed the customer data base up , can you not just restore it ?

Steve

[Paul H Coulthard]

I'm not so sure u can Steve I hope there is a way tho.

[Steve Chapman]

The backup should be in a file in the cleanersmate folder, if you find the tab for cleanersmate on your start menu, there should be a restore database function, so you can put all the customers details in  back into the software.......

[mikey]

i use     www.cleanerplanner.co.uk

[mikey]

www.cleanerplanner.com

[Mike Halliday]

Are not old diaries a back up?

[Elfyn]

What abouit data protection?

[Ian Harper]

file a copy of your invoice in month order make sure you have phone numbers on it and just call them next year, its free no stamps.

[Paul H Coulthard]

Yea I've have backup in diarys  ect regards

[Kev Loomes]

Hi Paul

Did you try the way to restore your data that I suggested - even if you haven't backed up, but still have access to your old hard drive?

Kev

[Derek Corbrick]

The guy who did my website has built a database into the backstage area of mine so I can add clients details job descriptions etc