[Window Lickers]

If you take on a new customer with varying frequency, an 'as and when ever requested' basis or 'as requested'. what setting would you  use in the frequency setting?


Thanks in advance.

[Susan Dean (1stclean)]

also when I get a check how do I make it paid seem a lot more hard work then wcp please help

[Paul erithwc]

I just set them as a one off jobs and put them on my one off cleans round

Paul

[Window Lickers]

Cheers Paul, I was figuring that. More a work around than anything else. Thanks though.

Matt

[Smudger]

We use one off frequency - but I am sure Rob would happily add in Ad Hoc  as an option

EAsy to mark as paid - go to debt list find customer click the pay button it brings up a screen and choose payment method (ie cheque) then choose save payment - thats it.

hth
mrs smudger

[concept]

also when I get a check how do I make it paid seem a lot more hard work then wcp please help

Susam, get the big fella to bell me, and I can talk you through it if you like.

[Rob @ Cleaner Planner]

Hi Matt - yep, I did notice you have quite a few "customer will arrange" jobs when I did your import so this is something we need to address. You can set them up as "one off" jobs in CP (thanks for the tip Paul and Smudger), only problem with that is when you mark them as done on the worksheet they will then automatically set to "Complete" when you submit the sheet, and will therefore not be visible in your job list if you're only showing "Active" jobs. Maybe having an "Adhoc" option as well would be the way forward? Easy enough to add in.

That said... if the customer does want to rebook the job, I imagine they will contact you (rather than you having to remember) in which case all you have to do is search the job list on the customer's name, address or reference and he/she will appear for you to set "Active" and schedule in (or just add straight to a worksheet).

Further thoughts? I think before I add another scheduling option I need to be absolutely sure it's necessary as I don't want to clutter things.

Hi Susan - did you figure out how to mark a debt as paid? If not let me know and I'll walk you through it. Thanks Smudger and Concept for helping out

[Susan Dean (1stclean)]

no not getting on with it at all to be honest finding it quite clunky and hard to use   

[Window Lickers]

Further thoughts? I think before I add another scheduling option I need to be absolutely sure it's necessary as I don't want to clutter things.

Hi Rob, definately a necessity 

[Rob @ Cleaner Planner]

no not getting on with it at all to be honest finding it quite clunky and hard to use   

Happy to help. What are you trying to do?

[Dave Willis]

Rob, can you import expenses from another programme?

[Window Lickers]

What about historical expenses from beginning of the tax year?

[Dave Willis]

That's what I meant 

[Rob @ Cleaner Planner]

Rob, can you import expenses from another programme?

Hi Dave, Matt - I haven't so far as people haven't asked me to, but if it's a must have for you guys then yes! I can import expenses from Aworka and George.

[Window Lickers]

I presume it'd be go into the 'EXPENSES' tab in Aworka and export the file from there?

[Rob @ Cleaner Planner]

Yep, pop the CSV file over to me and I'll import it for you tomorrow morning

[Window Lickers]

You have email 

[Window Lickers]

I see Rob has now incorporated a 'Recurring Expense' facility in the expenses section of CP. Thanks Rob!

[Rob @ Cleaner Planner]

You're welcome Matt, thanks for nudging this up the list as I think most people who use the expenses tab will find it handy

For those who haven't tried it yet (only uploaded an hour ago!) just check the "Recurring" checkbox under the date when adding an expense and then input the schedule e.g. 1 months.

It will then automatically recur one month later and every month thereafter.

[Smudger]

Well done for adding it