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Reminding Yourself About When You Need To Do Customers, Best Way?

buzzing

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What is the best way to make sure you don't forget to clean a customers windows? Also, to keep their phone numbers etc... I have tried using my smart phone- using software on the phone to remind me, but not sure how good it is.

 
That time consuming,

Get your self a note book/diary and mark in when each house is due or due to be done
not at all, its all on the pc already, just open file, print and there is all 30 printed off!

plus if they are out you then have to write a bit of paper to tel them you have done anyway!

 
I've tried george, wcp and a host of others but nothing I found is good enough for what I want... /emoticons/sad.png

Jobber will be the next trial on my list to see if it's anygood /emoticons/biggrin.png

 
If you want to be a milk man!!
Not really... I only use my diary for new jobs/ one offs, quotes etc, things I need to remember and places I need to be on certain days/times..

I have got sheets with every customer but that's only for recording payments..

And I have my schedule on a sheet folded inside my dairy. And also have one stuck to the sun visor in the van..

 
Google calendar - so far it's the best for a couple of reasons

It's web based, so I can log in from my PC or the app on my smartphone (google aren't going to go bust anytime soon so i'm cool with it being web based)

I can add time, date, location (with GPS tag if I want) then add the customer name and the price

I can 'invite' other people to the event so if i'm working with my co-worker we invite eachother to jobs then our calendars are synced and we dont double book

It is free

My phone can create an appointments style list based on my calendar so I can see all my appointments from the homescreen without actually opening the app

Intergrates really well with my phone which is where I want to use it 99% of the time.

I've got a samsung galaxy note, great phone for business, would defo reccomend.

 
I use George, print out my worksheet each day. and my blackberry for tracking all new customers before i get home. or if they pay then go home and update my george.

 
Hey everyone, Sam from Jobber here!

I just wanted to drop in because I noticed that our software had graciously been recommended — thanks Smurf!

Just very quickly, Jobber is making waves in the field service industries (including window cleaning) for it's ease of use, modern software approach and excellent customer service. You can of course access your information from any smart phone or tablet device right in the field, and we handle everything mentioned in this thread so far, plus much more.

We're happy to offer free live demo's to all new trial signups, and there's no credit card or commitment required to sign up, so there's literally nothing to lose.

In addition, we're really a big fan of Forum sites such as these and the communities that are built up around them. Any reader of windowcleaningforums.co.uk that signs up for Jobber should get in touch with us and mention that you found out about us here and we'll extend a 25% discount on your first 3 months with us if you subscribe.

Don't hesitate to get in touch with us if you have any questions (sam@getjobber.com), or post them right here in this thread and I'll do my best to answer.

Cheers everyone!

Sam Pillar

Co-Founder & CEO, Jobber

sam@getjobber.com | www.getjobber.com | 1-888-721-1115

Quick Explainer Video: http://www.youtube.com/watch?v=TglXBN3tiNU

 
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