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dazmond

  • Posts: 24451
Re: any software for keeping track of customers/jobs?
« Reply #20 on: September 11, 2015, 08:24:12 am »
george is a good simple program for keeping track of everything.i used it for years with minimal problems however i use CP now.

£15 a month.i think its well worth it for the mobile app alone nevermind  the support,forum,web-based so dont have to worry if PC/laptop/tablet dies,no need to back up as rob backs up hourly to 3 different servers.

CP is just miles better IMO.the option to shift your schedule x amount of days when going on holiday is so easy and a brilliant feature.the ability to add a job on the app and slot it into your existing work is great too.

emailing invoices to commercial jobs is effortless,showing how old your debts are in days is also  good(i phone or send a text reminder after 14 days without payment on certain jobs).

at a glance i can see see on the mobile app last time i cleaned a customers windows,how much they owe,phone number/email,reminder notes etc.syncing is easy and quick at the end of your working day.texting customers straight from the app worksheet is great too the night before for notification/access etc.

i save money on paper and ink and time on admin compared to george for sure.its easier too plus you can add your logo to invoices which makes them look even more professional.
price higher/work harder!

martin hulstone

  • Posts: 323
Re: any software for keeping track of customers/jobs?
« Reply #21 on: September 11, 2015, 02:07:04 pm »
I thought the texting facility and emailing invoices pushed cleaner planner up to 25 a month Dazmond? If it is 15 pounds a month with them facilities included i may switch to cleaner planner.

p1w1

  • Posts: 3873
Re: any software for keeping track of customers/jobs?
« Reply #22 on: September 11, 2015, 02:58:14 pm »
I thought the texting facility and emailing invoices pushed cleaner planner up to 25 a month Dazmond? If it is 15 pounds a month with them facilities included i may switch to cleaner planner.
The texting part is extra but not the e-mailing invoices think roughly about 3 - 4  p a text reckon I spend an extra £5 every 2 months for the texts if that. However you could download the worksheets to your phone and then text through that, that then would come off your allocated texts from your mobile provider so cost nothing. It would mean you would haver to text individually but if you did it from the C/P program you can select everyone you want to text and they would all receive the message with one click.

dazmond

  • Posts: 24451
Re: any software for keeping track of customers/jobs?
« Reply #23 on: September 11, 2015, 06:58:05 pm »
I thought the texting facility and emailing invoices pushed cleaner planner up to 25 a month Dazmond? If it is 15 pounds a month with them facilities included i may switch to cleaner planner.

i download a worksheet to the mobile app and text customers from that the night before.i only have a few texts here and there to send each evening(sometimes none).its free as its in with my monthly free data(unlimited texts).very handy.

the email invoices are included with the £15 a month plan. :)
price higher/work harder!

8weekly

Re: any software for keeping track of customers/jobs?
« Reply #24 on: September 11, 2015, 07:23:52 pm »
Texting is free with Aworka.

Frankybadboy

  • Posts: 9024
Re: any software for keeping track of customers/jobs?
« Reply #25 on: September 11, 2015, 07:39:06 pm »

Frankybadboy

  • Posts: 9024
Re: any software for keeping track of customers/jobs?
« Reply #26 on: September 11, 2015, 07:42:53 pm »
yep cp for me and text free from the mobile app spread sheet so free to

also like that cp has it own forum where you can ask all questions and the boys will help you out

rob always listen to what you sat about upgrades and works with you to imply them

Smudger

  • Posts: 13459
Re: any software for keeping track of customers/jobs?
« Reply #27 on: September 11, 2015, 08:21:31 pm »
Using George is like putting a Morris marina in a formula one race, it does the basics like moves forward and steers around the corners but very little else.

CP just does everything a modern software package should do for running a business it intigrates lots of features.

The question I pose is - do you walk or ride a bike to do your round ? Surely you should be because all that money your wasting on diesel !!

Those that talk about cp are not trying to be the big i am, or be one up on others, there take on the software is that it's a real benefit to running your biz, and your missing out
However if George is your choice I respect that.

Darran
Never argue with an idiot, they will only bring you down to their level, and beat you with experience


8weekly

Re: any software for keeping track of customers/jobs?
« Reply #29 on: September 11, 2015, 09:31:23 pm »
Using George is like putting a Morris marina in a formula one race, it does the basics like moves forward and steers around the corners but very little else.

CP just does everything a modern software package should do for running a business it intigrates lots of features.

The question I pose is - do you walk or ride a bike to do your round ? Surely you should be because all that money your wasting on diesel !!

Those that talk about cp are not trying to be the big i am, or be one up on others, there take on the software is that it's a real benefit to running your biz, and your missing out
However if George is your choice I respect that.

Darran
I know you were involved with CP and your enthusiasm is great, but I can't think of anything that I need from Aworka that it doesn't do. I don't currently use Gocardless so that doesn't bother me. I am about to get two vans out and as I understand it, Aworka will cater for that also. I can't help thinking your metaphor is a poor one unless CP is a Hillman Imp. Last time I tried it, it wasn't possible to plan a day's work using the planner.  ::)roll


Mike #1

  • Posts: 4668
Re: any software for keeping track of customers/jobs?
« Reply #31 on: September 12, 2015, 08:13:47 am »
8 weekly how come you could'nt plan a days work , I must admit i tried CP the first time and binned it off as i could'nt get my head round it from using Aworka which i had used for over 2 yrs .

I gave it a second go as i had over 60 custys on GoCardless and really needed to make the change it took a while to get to grips with as with all things new but never looked back now .


8weekly

Re: any software for keeping track of customers/jobs?
« Reply #32 on: September 12, 2015, 08:34:44 am »
8 weekly how come you could'nt plan a days work , I must admit i tried CP the first time and binned it off as i could'nt get my head round it from using Aworka which i had used for over 2 yrs .

I gave it a second go as i had over 60 custys on GoCardless and really needed to make the change it took a while to get to grips with as with all things new but never looked back now .
In Aworka I look at the planner and adjust my workload by dragging and dropping jobs to different days. You couldn't do that with CP. You had to create worksheets and it was cumbersome in comparison.

Mike #1

  • Posts: 4668
Re: any software for keeping track of customers/jobs?
« Reply #33 on: September 12, 2015, 09:11:10 am »
In CP planner you can drag and drop any number of jobs from day to day .

Whether ticking 1-20 jobs individually or by round or day .

The worksheets are to work from  on a printed sheet or by the app and jobs can be moved from worksheet to worksheet once created .

I suppose if you don't want to create worksheets you don't have to but I like creating and working from the mobile app as I have a head like sieve

8weekly

Re: any software for keeping track of customers/jobs?
« Reply #34 on: September 12, 2015, 11:09:43 am »
In CP planner you can drag and drop any number of jobs from day to day .

Whether ticking 1-20 jobs individually or by round or day .

The worksheets are to work from  on a printed sheet or by the app and jobs can be moved from worksheet to worksheet once created .

I suppose if you don't want to create worksheets you don't have to but I like creating and working from the mobile app as I have a head like sieve
When I tried it, you couldn't do that. Ok, that's a big improvement.

Mike #1

  • Posts: 4668
Re: any software for keeping track of customers/jobs?
« Reply #35 on: September 12, 2015, 12:41:27 pm »
After ticking whatever you want moving you just drag and drop or you have the option of moving selected jobs forwards or backwards by selecting a date from the change due  option at top of planner

 Or shift schedule  which will give you the option to shift all of your jobs forward by days or weeks if you're going away on holiday for instance .

8weekly

Re: any software for keeping track of customers/jobs?
« Reply #36 on: September 12, 2015, 02:12:58 pm »
After ticking whatever you want moving you just drag and drop or you have the option of moving selected jobs forwards or backwards by selecting a date from the change due  option at top of planner

 Or shift schedule  which will give you the option to shift all of your jobs forward by days or weeks if you're going away on holiday for instance .
So can you just click on a job and drag it to a different date?

Smudger

  • Posts: 13459
Re: any software for keeping track of customers/jobs?
« Reply #37 on: September 12, 2015, 03:58:00 pm »
8 weekly - thankfully, Mike has pointed out what cp can do,  as for having a hand in it, that's purely Mrs smudger searching the net and finding rob, who felt he could produce something along the lines of wcpro but intigrates loads of features ongoing were hoping he will add wages into it.

We threw in what we wanted to see in a round management program as did many others, so what you have is truly a program made not only for window cleaners but by window cleaners - rob is just the conduit which the info is past and turned into useful software  ;D

Please also bear in mind at this time ( and very recently, if still not implemented ) AWORKA  couldn't plan more than 8 weeks in advance ! - and was told it's an unessasary feature  :-X

As posted, it's all about trying to help, but your happy with AWORKA which is fine by me 👍

Darran
Never argue with an idiot, they will only bring you down to their level, and beat you with experience

8weekly

Re: any software for keeping track of customers/jobs?
« Reply #38 on: September 12, 2015, 07:19:10 pm »


Please also bear in mind at this time ( and very recently, if still not implemented ) AWORKA  couldn't plan more than 8 weeks in advance ! - and was told it's an unessasary feature  :-X



Darran
I can add a job for 1st January 2016? Not sure whether what you say was once true (don't think it was as I've always been able to add jobs many months in advance), but it certainly isn't true now.

This forum has bandwagons and CP is one of them. I will say that Aworka is slow. Chris says they will soon be moving to a new server. If it doesn't speed up I will be moving, but when I last looked at CP it was cumbersome to plan.

Frankybadboy

  • Posts: 9024
Re: any software for keeping track of customers/jobs?
« Reply #39 on: September 12, 2015, 07:48:31 pm »
Steve

if i can work out cp after a week then i am sure it wouldn't take you long
its like a new phone play around and it just gets better

the fact and biggest for me is rob,who as always listen to what us the paying customer wants,also the fact that the forum bumps up ideas which get discussed and sorted by rob,i feel comfortable that rob will continue with the good work and service,which is priceless to me