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SPCleaning

Round management - (pen and paper style)



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CleanerPlanner

Essentially yes. You would choose the date (from a calendar dropdown) that you want to be the new date that the first due job on your round is due. So e.g. if your next due job is on Mon 19 Jan and you shift your entire schedule to Mon 26 Jan this will push all your jobs back 7 days relative to their current due dates. So if a job is due Wed 21 Jan this will move to Wed 28 Jan. You can also choose whether you want to include currently overdue jobs or leave them where they are.

 

Details of packages, features and prices are on the website: www.cleanerplanner.com/pricing

 

Any further questions just give me a shout :)

 

P.S. I can import all your George customer and jobs in a matter of minutes if you want to have a play!

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SPCleaning
Did you figure out how to do this in George? May well be a way, it does a lot of things right. For sake of comparison on Cleaner Planner we have a "Shift Entire Schedule" button. Select the date when you're returning to work and it shifts everything forward.

 

I like that you have a shift schedule button. George hasn't. I moved some by hand and will work the rest in. It will catch up in time. I have never used round software before so this is a learning curve for me in truth.

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Tuffers
I like that you have a shift schedule button. George hasn't. I moved some by hand and will work the rest in. It will catch up in time. I have never used round software before so this is a learning curve for me in truth.

 

Like I said before, you have to remember to enter the date you did the job when you're behind. If you forget one or two it could bugger your round up.

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CleanerPlanner

Tuffers - replied to your other post above but it's "awaiting moderation" ;)

 

So it's the same in CP, the job must be marked as done late (rather than on the original due date) to avoid the job being rescheduled too soon but... it does that automatically, both on the PC and mobile app, it always marks it as done on the day you click "Done" unless you opt otherwise (there's a setting that would make it work more like George, but I find most people prefer the next due to be based on when you actually did the job, especially if you did it late).

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Tuffers
Tuffers - replied to your other post above but it's "awaiting moderation" ;)

 

So it's the same in CP, the job must be marked as done late (rather than on the original due date) to avoid the job being rescheduled too soon but... it does that automatically, both on the PC and mobile app, it always marks it as done on the day you click "Done" unless you opt otherwise (there's a setting that would make it work more like George, but I find most people prefer the next due to be based on when you actually did the job, especially if you did it late).

 

Lost me with the moderation bit :confused:

 

Does your software work on a Mac/iPad?

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CleanerPlanner

It's saying my previous post is invisible for now I guess while Gavin checks it over!

 

Yes - Cleaner Planner works great on Mac + iPad, you'd use the website on the Mac to do all your office stuff, scheduling, invoicing etc, and then sync your worksheets across to the mobile app on the iPad for use out and about. Mobile app runs offline during the day so you don't need 3G, just download sheets in morning over WiFi and upload in evening. Works a bit like George + PDA.

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Tuffers
It's saying my previous post is invisible for now I guess while Gavin checks it over!

 

Yes - Cleaner Planner works great on Mac + iPad, you'd use the website on the Mac to do all your office stuff, scheduling, invoicing etc, and then sync your worksheets across to the mobile app on the iPad for use out and about. Mobile app runs offline during the day so you don't need 3G, just download sheets in morning over WiFi and upload in evening. Works a bit like George + PDA.

 

Sweet :thumbsup:

 

Can you import all your schedules etc from George to Cleaner Planner. I'd like to give CP a go, but the thought of inputting all my data is :confused::eek::rofl:

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CleanerPlanner

Yep - I can import all your jobs, schedules, due dates, prices debt balances and notes. Can't import your detailed clean histories (George doesn't export them) but I can import your expenses. Simply sign up for the trial and pop your latest George backup across and I'll get this sorted for you. Either email it to me rob@cleanerplanner.com or send it via the website contact form.

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rugbywolf

I used to do it on paper, and then bought a pc, but not the internet, and did it in a very primitive way as I knew nothing about computing. So I did a course at my local college for IT principles, word processing and spreadsheets in 2006. This certainly opened my eyes, and now I do all my stuff on Excel, which, if you understand 'copy and paste', and 'related cells', just makes it so simple. I sat down and set up my programme and entered all my information in 2006, and it has hardly changed since then, I can add and delete any customers and it automatically adjust the figures. All my work is broken down into small manageable rounds, each one fitting to an excel page. Once that info is in, the pc can be made to hold all sorts of information; such as the working value of each page, then totalled into the whole lot, and then will give me an up to date, and running, amount of how much I need to do each week to keep from falling behind. I don't like the idea of softwares that tell you how much you are behind, that's just negative. I think paying £100 a year and £10 a month, as someone mentioned, is not necessary. All this is managing your business, as the thread says, and people should take it seriously because it's what makes or breaks a business.

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Dave B

Well done rugby

I do all mine on excell as i got nvqs in excell word and access when i was out of work years ago

I have 1 speadsheet but 5 pages

1 customers

2 income

3 expenses

4 tax

5 monthly and yearly summary

 

All pages linked with formulas and when i enter a customer has been done or paid it alters everything

 

Also i have all my custys on access so i can keep all details seperate and can print letters individually addressed to custys if needed using word and access

 

Easy if you know how and more effective than a programme you can buy as tailored by me for my needs

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rugbywolf
Well done rugby

I do all mine on excell as i got nvqs in excell word and access when i was out of work years ago

I have 1 speadsheet but 5 pages

1 customers

2 income

3 expenses

4 tax

5 monthly and yearly summary

 

All pages linked with formulas and when i enter a customer has been done or paid it alters everything

 

Also i have all my custys on access so i can keep all details seperate and can print letters individually addressed to custys if needed using word and access

 

Easy if you know how and more effective than a programme you can buy as tailored by me for my needs

 

Absolutely right Daveyboy1, tailored to your own needs.

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RealKidJoker
Well done rugby

I do all mine on excell as i got nvqs in excell word and access when i was out of work years ago

I have 1 speadsheet but 5 pages

1 customers

2 income

3 expenses

4 tax

5 monthly and yearly summary

 

All pages linked with formulas and when i enter a customer has been done or paid it alters everything

 

Also i have all my custys on access so i can keep all details seperate and can print letters individually addressed to custys if needed using word and access

 

Easy if you know how and more effective than a programme you can buy as tailored by me for my needs

 

Do you have a template of this excel spreadsheet that you could possibly send at all please?

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Dave B

No i don't but let me play around over the weekend and I'll see what i can do

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