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Clever Forum Name

  • Posts: 5942
Re: A question about Cleaner Planner
« Reply #20 on: November 08, 2014, 02:39:22 pm »
When you mark a job as "Done" on the worksheet, either on the PC/Mac or mobile app, it will default to today's date yes (as determined by the system clock).

If you're marking it as done retrospectively (e.g. you did the job a couple of days ago) you can click the calendar and change the "Done" date.

The due date is entirely separate. You can change this yes, but generally you'll leave it to CP to work out when the job is next due based on it's schedule (e.g. 4/8/12 weekly).

As Soupy pointed out, there is a setting: "Schedule Next Due From" which you can either set to "Date Actually Done" or "Date Originally Due" if you want to keep the job on schedule even if you did it late.
Ok, that would solve a problem for me when chasing debts as currently I can't tell the debtor when I did the job, only when it was due. If Aworka won't do the same (and I'm pretty sure it doesn't) I will give Cleaner Planner a try.

I use my app when I go collecting. Last night had a customer query the double payment. It was a perfect storm. Running late. She wanted windows doing early. Usually pays online etc etc etc. Anyway showed her on app. She paid and was happy. She worked out she was on holiday.

8weekly

Re: A question about Cleaner Planner
« Reply #21 on: November 08, 2014, 05:52:36 pm »
Will I be able to import everything into Cleaner Planner (pl history, due dates, whether customer needs a text the day before and so on)? If so, how do I export it all from Aworka?

Rob @ Cleaner Planner

  • Posts: 292
Re: A question about Cleaner Planner
« Reply #22 on: November 09, 2014, 08:29:33 am »
Will I be able to import everything into Cleaner Planner (pl history, due dates, whether customer needs a text the day before and so on)? If so, how do I export it all from Aworka?

Just emailed you to let you know I've imported your data. Look forward to getting you up and running on the trial so you can figure out if CP will handle your scheduling needs better :)