Here’s what Chat GPT suggests…
Step 1: Export customers from Cleaner Planner
1. Log in to Cleaner Planner
2. Go to Customers / Client List
3. Look for Export (usually CSV or Excel)
4. Export ALL customer data, including:
• Name
• Address
• Phone
• Email
• Notes
• Price
• Frequency
• Last cleaned date
If Cleaner Planner won’t export everything in one go, export customers and jobs separately.
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Step 2: Clean the spreadsheet (don’t skip this)
Open the file in Excel or Google Sheets and:
• Remove duplicate customers
• Make sure addresses are in one consistent format
• Check prices are numbers only (no £ signs)
• Make sure frequencies match Squeegee’s options (e.g. 4-weekly, 8-weekly)
• Decide now:
• ❌ Delete dead / non-regular customers
• ❌ Delete “quote only” junk
This is your chance to clean house. Be ruthless.
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Step 3: Import into Squeegee
1. Log in to Squeegee
2. Go to Customers → Import
3. Upload the CSV file
4. Map the fields correctly:
• Name → Name
• Address → Address
• Phone → Phone
• Price → Price
• Frequency → Frequency
• Notes → Notes
Take your time here. One wrong mapping = chaos.
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Step 4: Rebuild schedules (important)
Cleaner Planner schedules do not translate perfectly.
After import:
• Check each round/day
• Make sure customers fall on the correct weeks
• Fix any that show as “unscheduled”
This is normal. Don’t panic.
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Step 5: Spot-check 10–15 customers
Before you go live:
• Pick random customers
• Check:
• Price
• Frequency
• Notes
• Address accuracy
If these look right, the rest usually are.
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Step 6: Switch fully (no half-and-half)
Once happy:
• Stop using Cleaner Planner completely
• Run everything from Squeegee
• Don’t “dip back” or you’ll double-book yourself
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Pro tip (saves stress)
If you’ve got hundreds of customers, email Squeegee support and ask if they’ll help with the import. They often do — especially if you’re moving from Cleaner Planner.
