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Rob @ Cleaner Planner

  • Posts: 292
Re: Cleaner Planner.. Is it worth the money?
« Reply #60 on: March 09, 2015, 09:34:33 am »
Hi Walter - thanks for the insight. For some Excel works great, one off cost and can be customised to fit your individual way of working, but you have to be prepared to wrangle with formulas and filters and accept that features such SMS and GoCardless integration, multi-user and mobile apps (to name but a few) aren't really achievable with Excel.

Import - I will go out of my way to help you import your Excel sheet into Cleaner Planner. If you keep things tidy it's usually just a case of changing some column names and advising you on what you'll need to do with the data once it's in the system (and help you get your head round the concept of jobs having "due dates" and "debt balances").

Export - Just to clarify, with Cleaner Planner, whether you're on a free trial or a paying subscriber, you are free to export your data at any time. Simply click the "Export" button at the top of any of the pages (e.g. Jobs, Customers, Transactions) and it will instantly download an Excel CSV file that you can then use with another software provider if you so wish.

I have no interest whatsoever in preventing you from taking your data with you if that's what you want to do. It's your data not mine. Even if your trial has expired and you can't login, but have decided not to proceed with the software, simply email me and I will be more than happy to send you an export of your data and confirm deletion of it from our database if that is your wish.

Support - Yes, it's just me for now but I'm not going anywhere! I'm planning to take someone on to help with support (and possibly development if I can find the right person!) later this year.


Mike #1

  • Posts: 4668
Re: Cleaner Planner.. Is it worth the money?
« Reply #61 on: March 09, 2015, 09:32:06 pm »
Barely used it just setting up and configuring a few things and finding my way around and very very impressed .

Rob has been on the ball all day as I have been off work due to rain so have been communicating via email and integrating GoCardless with customers details .

And many thanks to The Fantastic Mr Jones for installing reference box widget for CG on my payments page on my website  .

Really seeing the benefits of the simplicity and ease of use of CP .

Clever Forum Name

  • Posts: 5942
Re: Cleaner Planner.. Is it worth the money?
« Reply #62 on: March 09, 2015, 09:39:59 pm »
Barely used it just setting up and configuring a few things and finding my way around and very very impressed .

Rob has been on the ball all day as I have been off work due to rain so have been communicating via email and integrating GoCardless with customers details .

And many thanks to Nat Jones for installing reference box widget for CG on my payments page .

Really seeing the benefits of the simplicity and ease of  use of CP .

Best feeling in the world! Coming home and clicking all those start buttons lol

Fin Clearview

  • Posts: 929
Re: Cleaner Planner.. Is it worth the money?
« Reply #63 on: March 10, 2015, 10:20:41 pm »
In answer to the OP's question...Definately!

I've been using CP for around 5 months now and its changed my 'paper work' side of the business completely. Yes there's other programs but none that have as much support and updates/advancements as CP. It's in a league of its own in this department - it even ha its own forum where top ideas from users are suggested and voted upon in order to be integrated into CP! This shows the level of commitment from Rob to listen to its users and act accordingly. Great news for us.

For me it took some getting used to but now it's almost like learning to blade a window. You learn the knack and get into a rhythm, and the more advances Rob makes with the system the less you have to do. It's almost replicating the same advances the industry is making in general! It's the perfect add-on to compliment your business.

Try it, I'm sure you'll be impressed. Good luck  :)


Clever Forum Name

  • Posts: 5942
Re: Cleaner Planner.. Is it worth the money?
« Reply #64 on: March 10, 2015, 10:23:41 pm »
In answer to the OP's question...Definately!

I've been using CP for around 5 months now and its changed my 'paper work' side of the business completely. Yes there's other programs but none that have as much support and updates/advancements as CP. It's in a league of its own in this department - it even ha its own forum where top ideas from users are suggested and voted upon in order to be integrated into CP! This shows the level of commitment from Rob to listen to its users and act accordingly. Great news for us.

For me it took some getting used to but now it's almost like learning to blade a window. You learn the knack and get into a rhythm, and the more advances Rob makes with the system the less you have to do. It's almost replicating the same advances the industry is making in general! It's the perfect add-on to compliment your business.

Try it, I'm sure you'll be impressed. Good luck  :)



Shhhhh what happen is CP forum, stays in CP forum  ;D

Fin Clearview

  • Posts: 929
Re: Cleaner Planner.. Is it worth the money?
« Reply #65 on: March 11, 2015, 07:54:18 am »
I won't mention the F- word again  ;D