[dazmond]

so ive downloaded my worksheets for next weeks work onto my phone.all scheduled and even printed off a few invoices for monday.i love the drag and drop feature to re-schedule and jossle jobs about!(which i needed to do as even i didnt work in the awful rain yesterday!!)

when ive clicked work done/missed on my phone when im out and about.when i get home and open cleaner planner on my laptop do i need to submit worksheet first then itll just update automatically?do i have to press sync on my phone AFTER ive submitted the worksheet or not?

cheers in advance guys


dazmond

[p1w1]

Basically mate when you have done your days work on the app you need to go to the sync tab on the app and press upload changes. This will then upload all the work done to the main cleaner planner worksheets you've created on your laptop, once you've checked everything is good then press submit worksheet on the main program.
If your on your worksheet page when you do your upload from the app you will just need to refresh the worksheet page then all the changes will show.

paul

[Dave Willis]

Be careful with the 'missed' button - it works like the 'skipped' button in George.

As above really you can sync it all before you get home or do it directly on your laptop if you wish then submit the worksheet.

Couple of times I've forgotten to sync the worksheet to the phone - no problem if you can get internet access for a couple of minutes, just download it whilst out.

[Clever Forum Name]

As above. Make sure you do not sync and DOWNLOAD latest. As it will reset the worksheets if you havent uploaded them.

If you didn't do a job put plan do it following day DO NOT put missed as already said its like SKIP.

When you up load it will detect that the house was never cleaned and stay on the worksheet.

If you are out and about and someone pays you you can also use the app to select the debt has been paid and then when you submit your worksheet it will also submit that that debt has been paid.

Remember there is also a forum on Cleaner Planner website if you get really stuck.
 

[dazmond]

cheers guys pretty straightforward then.

what about sending invoices by email direct from a customers details?do i have to set this up initially?or do i simply just need their email addresses?

 printing and sending mini invoices to domestic customers  sounds very appealing to me once i have the customers email addresses.i think this is the way forward for BACS customers for sure.saves paper and ink and printing the things out!!as i have quite a few domestics that i leave invoices for when they owe 3 cleans for example or my higher paying 2 monthly jobs out in the sticks.commercial jobs also would be better sending full invoices by email rather than leaving  paper ones.

this is a whole different ball game coming from george!!

[Clever Forum Name]

You need the email address and you save it in the job.

Click create invoice, check the details and off it goes.

What you need to do though is get ROB to help set up the email part.

So mine like others will send an email via my server. So the email looks like it coming from company email address.

It takes seconds to sort out, but i got stuck on it.

You have a website and email address yeah Daz?

[dazmond]

no website but i have an email address.

[Clever Forum Name]

no website but i have an email address.

Thats fine then, should be able to bounce it. Even if its a hotmail one.

[Rob @ Cleaner Planner]

Thanks Paul and Damo for the spot on advice

Hi Dazmond - just emailed you about the email setup, just need you to pop your Hotmail details into the "Settings > Email" tab and you should be good to go!

[dazmond]

Cheers guys! All set up.ready for first weeks work with cleaner planner!

[Frankybadboy]

I always set up a spare worksheet so that i can add any extra jobs that i pick up out and about ie gutter cleans one off,so i dont forget them and if we are rained off or anything then i can just shot off and do a gutter/upvc clean

otherwise i would totally forget 

[ascjim]

Let us know how you get on. I'm very close to choosing Cleaner planner. Aworka doesn't seem to be up to much.

What about jobs that need to be booked in? Can you make job types / lists for this? I use George at the moment and I change the job type to (booked in) this is how I keep track of it all.

And also, can you add news when out and about?

[Frankybadboy]

Let us know how you get on. I'm very close to choosing Cleaner planner. Aworka doesn't seem to be up to much.

What about jobs that need to be booked in? Can you make job types / lists for this? I use George at the moment and I change the job type to (booked in) this is how I keep track of it all.

And also, can you add news when out and about?

there a box at the top that you can add any new job until you get home them you have to enter the job probably